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

Integrated Wealth Management (Palm Desert)’s Portfolio PYPL Stock Details PYPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,736
Closed -$153K – 820
2016
Q3 		$153K Sell
3,736
-25
-0.7% -$961 0.05% 264
2016
Q2 		$137K Buy
3,761
+322
+9% +$12.3K 0.05% 269
2016
Q1 		$133K Buy
3,439
+646
+23% +$23.3K 0.06% 248
2015
Q4 		$101K Buy
2,793
+481
+21% +$17K 0.04% 279
2015
Q3 		$72K Buy
+2,312
New +$82.8K 0.03% 319

Other funds holding PYPL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of PayPal (PYPL) in Q4 2016, closing a stake of 3,736 shares — an estimated $153K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PYPL in Q3 2015 and held it in 5 quarters. The position peaked at $153K in Q3 2016. 1,056 funds tracked by Wall St. Rank hold PYPL as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining PayPal position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 3,736 PayPal shares in Q4 2016, an estimated $153K.
  • Integrated Wealth Management (Palm Desert) first reported a position in PayPal in Q3 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s PayPal position peaked at $153K in Q3 2016.
  • 1,056 funds tracked by Wall St. Rank held PayPal as of Q4 2016.

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