Integrated Wealth Management (Palm Desert)’s Lands' End LE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-94	Closed	-$1K	–	679
2016 Q3	$1K	Hold	94	–	–	﹤0.01%	1161
2016 Q2	$2K	Sell	94 -24	-20%	-$486	﹤0.01%	1083
2016 Q1	$3K	Hold	118	–	–	﹤0.01%	937
2015 Q4	$3K	Hold	118	–	–	﹤0.01%	1022
2015 Q3	$3K	Hold	118	–	–	﹤0.01%	1037
2015 Q2	$3K	Hold	118	–	–	﹤0.01%	1063
2015 Q1	$4K	Buy	+118	New	+$4.69K	﹤0.01%	977

Other funds holding LE

RBS Partners Bay Harbor Islands, Florida $155M AUM 153.45% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

FCM

Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return

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

PTC

Petrus Trust Company Dallas, Texas $1.06B AUM 4.66% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Lands' End (LE) in Q4 2016, closing a stake of 94 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LE in Q1 2015 and held it in 7 quarters. The position peaked at $4K in Q1 2015. 101 funds tracked by Wall St. Rank hold LE as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Lands' End position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 94 Lands' End shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Lands' End in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Lands' End position peaked at $4K in Q1 2015.
101 funds tracked by Wall St. Rank held Lands' End as of Q4 2016.

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