Integrated Wealth Management (Palm Desert)’s St Jude Medical STJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-210	Closed	-$17K	–	1232
2016 Q3	$17K	Hold	210	–	–	0.01%	652
2016 Q2	$16K	Hold	210	–	–	0.01%	652
2016 Q1	$12K	Hold	210	–	–	0.01%	676
2015 Q4	$13K	Hold	210	–	–	0.01%	711
2015 Q3	$13K	Hold	210	–	–	0.01%	707
2015 Q2	$15K	Buy	210 +97	+86%	+$7.01K	0.01%	701
2015 Q1	$7K	Buy	+113	New	+$7.51K	﹤0.01%	867

Other funds holding STJ

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIT

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFA

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

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

Integrated Wealth Management (Palm Desert) sold out of St Jude Medical (STJ) in Q4 2016, closing a stake of 210 shares — an estimated $17K sold.

Integrated Wealth Management (Palm Desert) first reported a position in STJ in Q1 2015 and held it in 7 quarters. The position peaked at $17K in Q3 2016. 551 funds tracked by Wall St. Rank hold STJ as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining St Jude Medical position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 210 St Jude Medical shares in Q4 2016, an estimated $17K.
Integrated Wealth Management (Palm Desert) first reported a position in St Jude Medical in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s St Jude Medical position peaked at $17K in Q3 2016.
551 funds tracked by Wall St. Rank held St Jude Medical as of Q4 2016.

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