Integrated Wealth Management (Palm Desert)’s Stryker SYK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,287	Closed	-$150K	–	909
2016 Q3	$150K	Buy	1,287 +2	+0.2%	+$233	0.05%	267
2016 Q2	$154K	Buy	1,285 +2	+0.2%	+$224	0.06%	252
2016 Q1	$138K	Buy	1,283 +2	+0.2%	+$197	0.06%	243
2015 Q4	$119K	Buy	1,281 +2	+0.2%	+$191	0.05%	261
2015 Q3	$120K	Sell	1,279 -879	-41%	-$87.1K	0.05%	249
2015 Q2	$206K	Buy	2,158 +297	+16%	+$28.1K	0.08%	187
2015 Q1	$171K	Buy	+1,861	New	+$173K	0.07%	210

Other funds holding SYK

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 SYK Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Stryker (SYK) in Q4 2016, closing a stake of 1,287 shares — an estimated $150K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SYK in Q1 2015 and held it in 7 quarters. The position peaked at $206K in Q2 2015. 985 funds tracked by Wall St. Rank hold SYK as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Stryker position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,287 Stryker shares in Q4 2016, an estimated $150K.
Integrated Wealth Management (Palm Desert) first reported a position in Stryker in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Stryker position peaked at $206K in Q2 2015.
985 funds tracked by Wall St. Rank held Stryker as of Q4 2016.

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