Integrated Wealth Management (Palm Desert)’s Pioneer Natural Resource Co. PXD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$672K	Hold	3,607	–	–	0.23%	113
2016 Q4	$650K	Hold	3,607	–	–	0.24%	105
2016 Q3	$670K	Hold	3,607	–	–	0.24%	97
2016 Q2	$545K	Hold	3,607	–	–	0.21%	103
2016 Q1	$508K	Hold	3,607	–	–	0.21%	101
2015 Q4	$452K	Hold	3,607	–	–	0.19%	104
2015 Q3	$439K	Sell	3,607 -1	-0%	-$125	0.19%	105
2015 Q2	$500K	Sell	3,608 -31	-0.9%	-$4.92K	0.19%	103
2015 Q1	$595K	Buy	+3,639	New	+$559K	0.25%	94

Other funds holding PXD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PXD Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) held its Pioneer Natural Resource Co. (PXD) position steady in Q1 2017 at 3,607 shares worth $672K. The position accounts for 0.23% of the portfolio, ranked #113.

Integrated Wealth Management (Palm Desert) first reported a position in PXD in Q1 2015 and has held it in 9 quarters since. 740 funds tracked by Wall St. Rank hold PXD as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 3,607 shares of Pioneer Natural Resource Co. worth $672K as of Q1 2017.
Integrated Wealth Management (Palm Desert) left its Pioneer Natural Resource Co. share count unchanged in Q1 2017.
Pioneer Natural Resource Co. made up 0.23% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #113 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Pioneer Natural Resource Co. in Q1 2015 and has held it in 9 quarters since.
740 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.