Integrated Wealth Management (Palm Desert)’s Six Flags Entertainment Corp. SIX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-10	Closed	-$1K	–	1065
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	1204
2016 Q2	$1K	Hold	10	–	–	﹤0.01%	1229
2016 Q1	$1K	Hold	10	–	–	﹤0.01%	1151
2015 Q4	$1K	Hold	10	–	–	﹤0.01%	1249
2015 Q3	$0	Hold	10	–	–	﹤0.01%	1399
2015 Q2	$0	Hold	10	–	–	﹤0.01%	1485
2015 Q1	$0	Buy	+10	New	+$455	﹤0.01%	1375

Other funds holding SIX

HPM

H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return

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

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Six Flags Entertainment Corp. (SIX) in Q4 2016, closing a stake of 10 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SIX in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 271 funds tracked by Wall St. Rank hold SIX as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Six Flags Entertainment Corp. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 10 Six Flags Entertainment Corp. shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Six Flags Entertainment Corp. in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Six Flags Entertainment Corp. position peaked at $1K in Q3 2016.
271 funds tracked by Wall St. Rank held Six Flags Entertainment Corp. as of Q4 2016.

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