Integrated Wealth Management (Palm Desert)’s Lam Research LRCX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-360	Closed	-$3K	–	693
2016 Q3	$3K	Hold	360	–	–	﹤0.01%	1000
2016 Q2	$3K	Hold	360	–	–	﹤0.01%	1011
2016 Q1	$3K	Hold	360	–	–	﹤0.01%	938
2015 Q4	$3K	Hold	360	–	–	﹤0.01%	1025
2015 Q3	$2K	Sell	360 -260	-42%	-$1.91K	﹤0.01%	1114
2015 Q2	$5K	Sell	620 -1,020	-62%	-$8.01K	﹤0.01%	964
2015 Q1	$11K	Buy	+1,640	New	+$13K	﹤0.01%	744

Other funds holding LRCX

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIT

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

BFA

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

JHIU

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Lam Research (LRCX) in Q4 2016, closing a stake of 360 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LRCX in Q1 2015 and held it in 7 quarters. The position peaked at $11K in Q1 2015. 650 funds tracked by Wall St. Rank hold LRCX as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Lam Research position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 360 Lam Research shares in Q4 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in Lam Research in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Lam Research position peaked at $11K in Q1 2015.
650 funds tracked by Wall St. Rank held Lam Research as of Q4 2016.

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