Integrated Wealth Management (Palm Desert)’s Post Holdings POST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-12	Closed	-$1K	–	810
2016 Q3	$1K	Hold	12	–	–	﹤0.01%	1176
2016 Q2	$1K	Hold	12	–	–	﹤0.01%	1197
2016 Q1	$1K	Hold	12	–	–	﹤0.01%	1119
2015 Q4	$0	Hold	12	–	–	﹤0.01%	1366
2015 Q3	$0	Hold	12	–	–	﹤0.01%	1366
2015 Q2	$0	Hold	12	–	–	﹤0.01%	1439
2015 Q1	$0	Buy	+12	New	+$367	﹤0.01%	1344

Other funds holding POST

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

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

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

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

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

TCP

Tourbillon Capital Partners New York $6.26M AUM 42.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

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

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

Integrated Wealth Management (Palm Desert) sold out of Post Holdings (POST) in Q4 2016, closing a stake of 12 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in POST in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 295 funds tracked by Wall St. Rank hold POST as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Post Holdings position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 12 Post Holdings shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Post Holdings in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Post Holdings position peaked at $1K in Q3 2016.
295 funds tracked by Wall St. Rank held Post Holdings as of Q4 2016.

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