Integrated Wealth Management (Palm Desert)’s Mobileye N.V. MBLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-951	Closed	-$40K	–	1216
2016 Q3	$40K	Buy	951 +100	+12%	+$4.62K	0.01%	457
2016 Q2	$39K	Hold	851	–	–	0.02%	453
2016 Q1	$32K	Hold	851	–	–	0.01%	455
2015 Q4	$36K	Hold	851	–	–	0.02%	457
2015 Q3	$39K	Buy	851 +601	+240%	+$33K	0.02%	433
2015 Q2	$13K	Hold	250	–	–	0.01%	738
2015 Q1	$10K	Buy	+250	New	+$9.73K	﹤0.01%	779

Other funds holding MBLY

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

WRF

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Mobileye N.V. (MBLY) in Q4 2016, closing a stake of 951 shares — an estimated $40K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MBLY in Q1 2015 and held it in 7 quarters. The position peaked at $40K in Q3 2016. 344 funds tracked by Wall St. Rank hold MBLY as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Mobileye N.V. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 951 Mobileye N.V. shares in Q4 2016, an estimated $40K.
Integrated Wealth Management (Palm Desert) first reported a position in Mobileye N.V. in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Mobileye N.V. position peaked at $40K in Q3 2016.
344 funds tracked by Wall St. Rank held Mobileye N.V. as of Q4 2016.

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