Integrated Wealth Management (Palm Desert)’s Skyworks Solutions SWKS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-200	Closed	-$15K	–	907
2016 Q3	$15K	Buy	+200	New	+$13.9K	0.01%	679
2016 Q2	–	Sell	-300	Closed	-$23K	–	1371
2016 Q1	$23K	Sell	300 -300	-50%	-$20.3K	0.01%	531
2015 Q4	$46K	Hold	600	–	–	0.02%	407
2015 Q3	$51K	Sell	600 -27	-4%	-$2.47K	0.02%	386
2015 Q2	$65K	Buy	+627	New	+$63.5K	0.03%	341

Other funds holding SWKS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

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

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

BFA

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

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

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

Integrated Wealth Management (Palm Desert) sold out of Skyworks Solutions (SWKS) in Q4 2016, closing a stake of 200 shares — an estimated $15K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SWKS in Q2 2015 and held it in 5 quarters. The position peaked at $65K in Q2 2015. 659 funds tracked by Wall St. Rank hold SWKS as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Skyworks Solutions position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 200 Skyworks Solutions shares in Q4 2016, an estimated $15K.
Integrated Wealth Management (Palm Desert) first reported a position in Skyworks Solutions in Q2 2015 and held it in 5 quarters.
Integrated Wealth Management (Palm Desert)'s Skyworks Solutions position peaked at $65K in Q2 2015.
659 funds tracked by Wall St. Rank held Skyworks Solutions as of Q4 2016.

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