Integrated Wealth Management (Palm Desert)’s Medicines Co MDCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-55	Closed	-$2K	–	1155
2016 Q3	$2K	Hold	55	–	–	﹤0.01%	1104
2016 Q2	$2K	Hold	55	–	–	﹤0.01%	1116
2016 Q1	$2K	Hold	55	–	–	﹤0.01%	1043
2015 Q4	$2K	Hold	55	–	–	﹤0.01%	1124
2015 Q3	$2K	Hold	55	–	–	﹤0.01%	1143
2015 Q2	$2K	Hold	55	–	–	﹤0.01%	1172
2015 Q1	$1K	Buy	+55	New	+$1.54K	﹤0.01%	1241

Other funds holding MDCO

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BFA

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

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

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

PHS

PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return

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

BIT

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

SCM

Sarissa Capital Management Greenwich, Connecticut $178M AUM 118.43% 1-Year Est. Return

Bridger Management New York $150M AUM 17.71% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Medicines Co (MDCO) in Q4 2016, closing a stake of 55 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MDCO in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q3 2016. 195 funds tracked by Wall St. Rank hold MDCO as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Medicines Co position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 55 Medicines Co shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in Medicines Co in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Medicines Co position peaked at $2K in Q3 2016.
195 funds tracked by Wall St. Rank held Medicines Co as of Q4 2016.

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