Integrated Wealth Management (Palm Desert)’s Kite Pharma, Inc. KITE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-250	Closed	-$14K	–	1214
2016 Q3	$14K	Hold	250	–	–	0.01%	697
2016 Q2	$13K	Hold	250	–	–	0.01%	703
2016 Q1	$11K	Buy	+250	New	+$12.1K	﹤0.01%	693

Other funds holding KITE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

WCM

Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return

BFA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Kite Pharma, Inc. (KITE) in Q4 2016, closing a stake of 250 shares — an estimated $14K sold.

Integrated Wealth Management (Palm Desert) first reported a position in KITE in Q1 2016 and held it in 3 quarters. The position peaked at $14K in Q3 2016. 184 funds tracked by Wall St. Rank hold KITE as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Kite Pharma, Inc. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 250 Kite Pharma, Inc. shares in Q4 2016, an estimated $14K.
Integrated Wealth Management (Palm Desert) first reported a position in Kite Pharma, Inc. in Q1 2016 and held it in 3 quarters.
Integrated Wealth Management (Palm Desert)'s Kite Pharma, Inc. position peaked at $14K in Q3 2016.
184 funds tracked by Wall St. Rank held Kite Pharma, Inc. as of Q4 2016.

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