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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-22	Closed	-$2K	–	818
2016 Q3	$2K	Hold	22	–	–	﹤0.01%	1079
2016 Q2	$2K	Hold	22	–	–	﹤0.01%	1093
2016 Q1	$2K	Hold	22	–	–	﹤0.01%	1022
2015 Q4	$2K	Hold	22	–	–	﹤0.01%	1105
2015 Q3	$2K	Hold	22	–	–	﹤0.01%	1123
2015 Q2	$3K	Hold	22	–	–	﹤0.01%	1074
2015 Q1	$2K	Buy	+22	New	+$2.38K	﹤0.01%	1107

Other funds holding PVH

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BIT

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of PVH (PVH) in Q4 2016, closing a stake of 22 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PVH in Q1 2015 and held it in 7 quarters. The position peaked at $3K in Q2 2015. 461 funds tracked by Wall St. Rank hold PVH as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining PVH position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 22 PVH shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in PVH in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s PVH position peaked at $3K in Q2 2015.
461 funds tracked by Wall St. Rank held PVH as of Q4 2016.

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