Integrated Wealth Management (Palm Desert)’s Microchip Technology MCHP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,384	Closed	-$43K	–	709
2016 Q3	$43K	Hold	1,384	–	–	0.02%	438
2016 Q2	$35K	Sell	1,384 -90	-6%	-$2.24K	0.01%	476
2016 Q1	$36K	Hold	1,474	–	–	0.02%	432
2015 Q4	$34K	Hold	1,474	–	–	0.01%	464
2015 Q3	$32K	Sell	1,474 -462	-24%	-$9.96K	0.01%	471
2015 Q2	$46K	Buy	1,936 +152	+9%	+$3.69K	0.02%	417
2015 Q1	$43K	Buy	+1,784	New	+$43K	0.02%	417

Other funds holding MCHP

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JHIU

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

WRF

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Microchip Technology (MCHP) in Q4 2016, closing a stake of 1,384 shares — an estimated $43K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MCHP in Q1 2015 and held it in 7 quarters. The position peaked at $46K in Q2 2015. 674 funds tracked by Wall St. Rank hold MCHP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Microchip Technology position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,384 Microchip Technology shares in Q4 2016, an estimated $43K.
Integrated Wealth Management (Palm Desert) first reported a position in Microchip Technology in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Microchip Technology position peaked at $46K in Q2 2015.
674 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2016.

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