Integrated Wealth Management (Palm Desert)’s Lincoln Electric LECO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-12	Closed	-$1K	–	680
2016 Q3	$1K	Hold	12	–	–	﹤0.01%	1162
2016 Q2	$1K	Hold	12	–	–	﹤0.01%	1184
2016 Q1	$1K	Hold	12	–	–	﹤0.01%	1108
2015 Q4	$1K	Hold	12	–	–	﹤0.01%	1201
2015 Q3	$1K	Hold	12	–	–	﹤0.01%	1215
2015 Q2	$1K	Hold	12	–	–	﹤0.01%	1249
2015 Q1	$0	Buy	+12	New	+$813	﹤0.01%	1323

Other funds holding LECO

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

BFA

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

BIT

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Lincoln Electric (LECO) in Q4 2016, closing a stake of 12 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LECO in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 273 funds tracked by Wall St. Rank hold LECO as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Lincoln Electric position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 12 Lincoln Electric shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Lincoln Electric in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Lincoln Electric position peaked at $1K in Q3 2016.
273 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2016.

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