Integrated Wealth Management (Palm Desert)’s Keysight KEYS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio KEYS Stock Details KEYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-19	Closed	-$1K	–	660
2016 Q3	$1K	Sell	19 -19	-50%	-$565	﹤0.01%	1158
2016 Q2	$1K	Hold	38	–	–	﹤0.01%	1182
2016 Q1	$1K	Hold	38	–	–	﹤0.01%	1106
2015 Q4	$1K	Hold	38	–	–	﹤0.01%	1199
2015 Q3	$1K	Hold	38	–	–	﹤0.01%	1214
2015 Q2	$1K	Buy	38 +19	+100%	+$649	﹤0.01%	1247
2015 Q1	$0	Buy	+19	New	+$685	﹤0.01%	1322

Other funds holding KEYS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KEYS Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Keysight (KEYS) in Q4 2016, closing a stake of 19 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in KEYS in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 357 funds tracked by Wall St. Rank hold KEYS as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Keysight position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 19 Keysight shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Keysight in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Keysight position peaked at $1K in Q3 2016.
357 funds tracked by Wall St. Rank held Keysight as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.