Integrated Wealth Management (Palm Desert)’s Signature Bank SBNY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4	Closed	–	–	1253
2016 Q3	$0	Hold	4	–	–	﹤0.01%	1415
2016 Q2	$1K	Hold	4	–	–	﹤0.01%	1267
2016 Q1	$1K	Hold	4	–	–	﹤0.01%	1185
2015 Q4	$1K	Hold	4	–	–	﹤0.01%	1288
2015 Q3	$1K	Hold	4	–	–	﹤0.01%	1288
2015 Q2	$1K	Hold	4	–	–	﹤0.01%	1330
2015 Q1	$0	Buy	+4	New	+$497	﹤0.01%	1431

Other funds holding SBNY

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIT

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

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

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

Integrated Wealth Management (Palm Desert) sold out of Signature Bank (SBNY) in Q4 2016, closing a stake of 4 shares.

Integrated Wealth Management (Palm Desert) first reported a position in SBNY in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q2 2016. 395 funds tracked by Wall St. Rank hold SBNY as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Signature Bank position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 4 Signature Bank shares in Q4 2016.
Integrated Wealth Management (Palm Desert) first reported a position in Signature Bank in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Signature Bank position peaked at $1K in Q2 2016.
395 funds tracked by Wall St. Rank held Signature Bank as of Q4 2016.

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