Integrated Wealth Management (Palm Desert)’s Maxim Integrated Products MXIM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-133	Closed	-$5K	–	1119
2016 Q3	$5K	Hold	133	–	–	﹤0.01%	921
2016 Q2	$5K	Sell	133 -48	-27%	-$1.76K	﹤0.01%	932
2016 Q1	$7K	Hold	181	–	–	﹤0.01%	802
2015 Q4	$7K	Hold	181	–	–	﹤0.01%	874
2015 Q3	$6K	Sell	181 -107	-37%	-$3.54K	﹤0.01%	912
2015 Q2	$10K	Buy	288 +36	+14%	+$1.23K	﹤0.01%	801
2015 Q1	$8K	Buy	+252	New	+$8.6K	﹤0.01%	826

Other funds holding MXIM

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

BIT

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Maxim Integrated Products (MXIM) in Q4 2016, closing a stake of 133 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MXIM in Q1 2015 and held it in 7 quarters. The position peaked at $10K in Q2 2015. 407 funds tracked by Wall St. Rank hold MXIM as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Maxim Integrated Products position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 133 Maxim Integrated Products shares in Q4 2016, an estimated $5K.
Integrated Wealth Management (Palm Desert) first reported a position in Maxim Integrated Products in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Maxim Integrated Products position peaked at $10K in Q2 2015.
407 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q4 2016.

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