Integrated Wealth Management (Palm Desert)’s Sprint Corporation S Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,011	Closed	-$7K	–	1147
2016 Q3	$7K	Hold	1,011	–	–	﹤0.01%	848
2016 Q2	$5K	Buy	1,011 +750	+287%	+$2.78K	﹤0.01%	934
2016 Q1	$1K	Hold	261	–	–	﹤0.01%	1162
2015 Q4	$1K	Buy	+261	New	+$1.07K	﹤0.01%	1261

Other funds holding S

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

BIT

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

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

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

Integrated Wealth Management (Palm Desert) sold out of Sprint Corporation (S) in Q4 2016, closing a stake of 1,011 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in S in Q4 2015 and held it in 4 quarters. The position peaked at $7K in Q3 2016. 344 funds tracked by Wall St. Rank hold S as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Sprint Corporation position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,011 Sprint Corporation shares in Q4 2016, an estimated $7K.
Integrated Wealth Management (Palm Desert) first reported a position in Sprint Corporation in Q4 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s Sprint Corporation position peaked at $7K in Q3 2016.
344 funds tracked by Wall St. Rank held Sprint Corporation as of Q4 2016.

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