IWMPD
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Integrated Wealth Management (Palm Desert)’s Marriott International MAR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio MAR Stock Details MAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-395
Closed -$27K – 703
2016
Q3 		$27K Buy
+395
New +$27.9K 0.01% 536

Other funds holding MAR

T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Marriott International (MAR) in Q4 2016, closing a stake of 395 shares — an estimated $27K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MAR in Q3 2016 and held it in 1 quarter. The position peaked at $27K in Q3 2016. 689 funds tracked by Wall St. Rank hold MAR as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Marriott International position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 395 Marriott International shares in Q4 2016, an estimated $27K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Marriott International in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Marriott International position peaked at $27K in Q3 2016.
  • 689 funds tracked by Wall St. Rank held Marriott International as of Q4 2016.

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