Integrated Wealth Management (Palm Desert)’s ServiceNow NOW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-155	Closed	-$2K	–	1426
2015 Q1	$2K	Buy	+155	New	+$2.28K	﹤0.01%	1105

Other funds holding NOW

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

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

Integrated Wealth Management (Palm Desert)'s NOW Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of ServiceNow (NOW) in Q2 2015, closing a stake of 155 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in NOW in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 322 funds tracked by Wall St. Rank hold NOW as of Q2 2015.

Integrated Wealth Management (Palm Desert) reported no remaining ServiceNow position as of Q2 2015 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 155 ServiceNow shares in Q2 2015, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in ServiceNow in Q1 2015 and held it in 1 quarter.
Integrated Wealth Management (Palm Desert)'s ServiceNow position peaked at $2K in Q1 2015.
322 funds tracked by Wall St. Rank held ServiceNow as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.