Integrated Wealth Management (Palm Desert)’s LinkedIn Corporation LNKD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-290	Closed	-$55K	–	1284
2016 Q3	$55K	Hold	290	–	–	0.02%	400
2016 Q2	$55K	Hold	290	–	–	0.02%	387
2016 Q1	$33K	Hold	290	–	–	0.01%	450
2015 Q4	$65K	Hold	290	–	–	0.03%	346
2015 Q3	$55K	Hold	290	–	–	0.02%	366
2015 Q2	$60K	Buy	290 +5	+2%	+$1.11K	0.02%	361
2015 Q1	$71K	Buy	+285	New	+$70.8K	0.03%	329

Other funds holding LNKD

YWP

YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

FPF

FNY Partners Fund New York $185M AUM 32.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of LinkedIn Corporation (LNKD) in Q4 2016, closing a stake of 290 shares — an estimated $55K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LNKD in Q1 2015 and held it in 7 quarters. The position peaked at $71K in Q1 2015. 4 funds tracked by Wall St. Rank hold LNKD as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining LinkedIn Corporation position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 290 LinkedIn Corporation shares in Q4 2016, an estimated $55K.
Integrated Wealth Management (Palm Desert) first reported a position in LinkedIn Corporation in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s LinkedIn Corporation position peaked at $71K in Q1 2015.
4 funds tracked by Wall St. Rank held LinkedIn Corporation as of Q4 2016.

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