Integrated Wealth Management (Palm Desert)’s Leggett & Platt LEG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-459	Closed	-$21K	–	681
2016 Q3	$21K	Sell	459 -754	-62%	-$38.8K	0.01%	588
2016 Q2	$62K	Sell	1,213 -155	-11%	-$7.63K	0.02%	371
2016 Q1	$66K	Sell	1,368 -37	-3%	-$1.6K	0.03%	348
2015 Q4	$59K	Hold	1,405	–	–	0.03%	360
2015 Q3	$58K	Buy	1,405 +53	+4%	+$2.47K	0.03%	351
2015 Q2	$66K	Buy	1,352 +113	+9%	+$5.28K	0.03%	336
2015 Q1	$57K	Buy	+1,239	New	+$55.3K	0.02%	370

Other funds holding LEG

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

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Leggett & Platt (LEG) in Q4 2016, closing a stake of 459 shares — an estimated $21K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LEG in Q1 2015 and held it in 7 quarters. The position peaked at $66K in Q1 2016. 488 funds tracked by Wall St. Rank hold LEG as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Leggett & Platt position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 459 Leggett & Platt shares in Q4 2016, an estimated $21K.
Integrated Wealth Management (Palm Desert) first reported a position in Leggett & Platt in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Leggett & Platt position peaked at $66K in Q1 2016.
488 funds tracked by Wall St. Rank held Leggett & Platt as of Q4 2016.

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