Integrated Wealth Management (Palm Desert)’s Robert Half RHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-37	Closed	-$1K	–	828
2016 Q3	$1K	Hold	37	–	–	﹤0.01%	1177
2016 Q2	$1K	Hold	37	–	–	﹤0.01%	1199
2016 Q1	$2K	Hold	37	–	–	﹤0.01%	1023
2015 Q4	$2K	Hold	37	–	–	﹤0.01%	1107
2015 Q3	$2K	Hold	37	–	–	﹤0.01%	1124
2015 Q2	$2K	Buy	+37	New	+$2.12K	﹤0.01%	1152

Other funds holding RHI

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Robert Half (RHI) in Q4 2016, closing a stake of 37 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in RHI in Q2 2015 and held it in 6 quarters. The position peaked at $2K in Q1 2016. 449 funds tracked by Wall St. Rank hold RHI as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Robert Half position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 37 Robert Half shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Robert Half in Q2 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s Robert Half position peaked at $2K in Q1 2016.
449 funds tracked by Wall St. Rank held Robert Half as of Q4 2016.

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