IWMPD
LNKD

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.59% 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.