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Integrated Wealth Management (Palm Desert)’s Puma Biotechnology PBYI Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio PBYI Stock Details PBYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4
Closed – – 782
2016
Q3 		$0 Hold
4
– – ﹤0.01% 1301
2016
Q2 		$0 Hold
4
– – ﹤0.01% 1348
2016
Q1 		$0 Hold
4
– – ﹤0.01% 1291
2015
Q4 		$0 Hold
4
– – ﹤0.01% 1364
2015
Q3 		$0 Hold
4
– – ﹤0.01% 1363
2015
Q2 		$0 Hold
4
– – ﹤0.01% 1435
2015
Q1 		$0 Buy
+4
New +$855 ﹤0.01% 1341

Other funds holding PBYI

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Puma Biotechnology (PBYI) in Q4 2016, closing a stake of 4 shares.

Integrated Wealth Management (Palm Desert) first reported a position in PBYI in Q1 2015 and held it in 7 quarters. The position peaked at $0 in Q3 2016. 128 funds tracked by Wall St. Rank hold PBYI as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Puma Biotechnology position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 4 Puma Biotechnology shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Puma Biotechnology in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Puma Biotechnology position peaked at $0 in Q3 2016.
  • 128 funds tracked by Wall St. Rank held Puma Biotechnology as of Q4 2016.

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