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Integrated Wealth Management (Palm Desert)’s Nutanix NTNX Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio NTNX Stock Details NTNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-500
Closed -$19K – 755
2016
Q3 		$19K Buy
+500
New +$18.5K 0.01% 613

Other funds holding NTNX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BPI
Battery Partners IX Boston, Massachusetts $22.4M AUM 27.71% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Nutanix (NTNX) in Q4 2016, closing a stake of 500 shares — an estimated $19K sold.

Integrated Wealth Management (Palm Desert) first reported a position in NTNX in Q3 2016 and held it in 1 quarter. The position peaked at $19K in Q3 2016. 107 funds tracked by Wall St. Rank hold NTNX as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Nutanix position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 500 Nutanix shares in Q4 2016, an estimated $19K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Nutanix in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Nutanix position peaked at $19K in Q3 2016.
  • 107 funds tracked by Wall St. Rank held Nutanix as of Q4 2016.

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