Integrated Wealth Management (Palm Desert)’s Sanofi SNY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,138	Closed	-$43K	–	887
2016 Q3	$43K	Hold	1,138	–	–	0.02%	439
2016 Q2	$48K	Hold	1,138	–	–	0.02%	415
2016 Q1	$46K	Sell	1,138 -130	-10%	-$5.22K	0.02%	404
2015 Q4	$54K	Buy	1,268 +141	+13%	+$6.49K	0.02%	378
2015 Q3	$53K	Hold	1,127	–	–	0.02%	376
2015 Q2	$56K	Sell	1,127 -62	-5%	-$3.14K	0.02%	378
2015 Q1	$58K	Buy	+1,189	New	+$56.8K	0.02%	366

Other funds holding SNY

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Sanofi (SNY) in Q4 2016, closing a stake of 1,138 shares — an estimated $43K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SNY in Q1 2015 and held it in 7 quarters. The position peaked at $58K in Q1 2015. 476 funds tracked by Wall St. Rank hold SNY as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Sanofi position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,138 Sanofi shares in Q4 2016, an estimated $43K.
Integrated Wealth Management (Palm Desert) first reported a position in Sanofi in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Sanofi position peaked at $58K in Q1 2015.
476 funds tracked by Wall St. Rank held Sanofi as of Q4 2016.

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