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Integrated Wealth Management (Palm Desert)’s Standard BioTools LAB Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio LAB Stock Details LAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,120
Closed -$17K – 671
2016
Q3 		$17K Hold
2,120
– – 0.01% 642
2016
Q2 		$19K Hold
2,120
– – 0.01% 603
2016
Q1 		$17K Buy
+2,120
New +$15.3K 0.01% 587

Other funds holding LAB

LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Standard BioTools (LAB) in Q4 2016, closing a stake of 2,120 shares — an estimated $17K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LAB in Q1 2016 and held it in 3 quarters. The position peaked at $19K in Q2 2016. 83 funds tracked by Wall St. Rank hold LAB as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Standard BioTools position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,120 Standard BioTools shares in Q4 2016, an estimated $17K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Standard BioTools in Q1 2016 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s Standard BioTools position peaked at $19K in Q2 2016.
  • 83 funds tracked by Wall St. Rank held Standard BioTools as of Q4 2016.

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