Integrated Wealth Management (Palm Desert)’s Seadrill Limited Common Stock SDRL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-8	Closed	-$5K	–	1142
2016 Q3	$5K	Sell	8 -1	-11%	-$718	﹤0.01%	923
2016 Q2	$8K	Sell	9 -11	-55%	-$10.5K	﹤0.01%	829
2016 Q1	$18K	Buy	20 +7	+54%	+$5.04K	0.01%	583
2015 Q4	$12K	Sell	13 -2	-13%	-$3.13K	0.01%	735
2015 Q3	$23K	Buy	15 +1	+7%	+$2.13K	0.01%	543
2015 Q2	$39K	Sell	14 -14	-50%	-$45.2K	0.02%	440
2015 Q1	$70K	Buy	+28	New	+$81.3K	0.03%	333

Other funds holding SDRL

WFH

Wealthy Fountain Holdings Shanghai, China $5.64M AUM 40.38% 1-Year Est. Return

BFA

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

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

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

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

CGT

Capital Guardian Trust Los Angeles, California $7.42B AUM 26.1% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BIT

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Seadrill Limited Common Stock (SDRL) in Q4 2016, closing a stake of 8 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SDRL in Q1 2015 and held it in 7 quarters. The position peaked at $70K in Q1 2015. 220 funds tracked by Wall St. Rank hold SDRL as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Seadrill Limited Common Stock position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 8 Seadrill Limited Common Stock shares in Q4 2016, an estimated $5K.
Integrated Wealth Management (Palm Desert) first reported a position in Seadrill Limited Common Stock in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Seadrill Limited Common Stock position peaked at $70K in Q1 2015.
220 funds tracked by Wall St. Rank held Seadrill Limited Common Stock as of Q4 2016.

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