Integrated Wealth Management (Palm Desert)’s Pediatrix Medical MD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-50	Closed	-$3K	–	711
2016 Q3	$3K	Hold	50	–	–	﹤0.01%	1003
2016 Q2	$4K	Hold	50	–	–	﹤0.01%	961
2016 Q1	$3K	Hold	50	–	–	﹤0.01%	940
2015 Q4	$4K	Hold	50	–	–	﹤0.01%	977
2015 Q3	$4K	Hold	50	–	–	﹤0.01%	984
2015 Q2	$4K	Buy	50 +16	+47%	+$1.15K	﹤0.01%	1008
2015 Q1	$2K	Buy	+34	New	+$2.36K	﹤0.01%	1100

Other funds holding MD

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BFA

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

BIT

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Pediatrix Medical (MD) in Q4 2016, closing a stake of 50 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MD in Q1 2015 and held it in 7 quarters. The position peaked at $4K in Q2 2016. 383 funds tracked by Wall St. Rank hold MD as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Pediatrix Medical position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 50 Pediatrix Medical shares in Q4 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in Pediatrix Medical in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Pediatrix Medical position peaked at $4K in Q2 2016.
383 funds tracked by Wall St. Rank held Pediatrix Medical as of Q4 2016.

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