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Integrated Wealth Management (Palm Desert)’s Smith & Nephew SNN Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-40
Closed -$1K – 885
2016
Q3 		$1K Hold
40
– – ﹤0.01% 1181
2016
Q2 		$1K Hold
40
– – ﹤0.01% 1205
2016
Q1 		$1K Hold
40
– – ﹤0.01% 1127
2015
Q4 		$1K Hold
40
– – ﹤0.01% 1222
2015
Q3 		$1K Hold
40
– – ﹤0.01% 1234
2015
Q2 		$1K Sell
40
-27
-40% -$938 ﹤0.01% 1270
2015
Q1 		$2K Buy
+67
New +$2.37K ﹤0.01% 1114

Other funds holding SNN

CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Smith & Nephew (SNN) in Q4 2016, closing a stake of 40 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SNN in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q1 2015. 180 funds tracked by Wall St. Rank hold SNN as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Smith & Nephew position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 40 Smith & Nephew shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Smith & Nephew in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Smith & Nephew position peaked at $2K in Q1 2015.
  • 180 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2016.

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