IWMPD
SYT

Integrated Wealth Management (Palm Desert)’s Syngenta Ag SYT Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SYT Stock Details SYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-69
Closed -$6K – 1208
2016
Q3 		$6K Hold
69
– – ﹤0.01% 885
2016
Q2 		$5K Buy
+69
New +$5.58K ﹤0.01% 937
2016
Q1 		– Sell
-77
Closed -$6K – 1375
2015
Q4 		$6K Buy
+77
New +$5.51K ﹤0.01% 917
2015
Q2 		– Sell
-62
Closed -$4K – 1530
2015
Q1 		$4K Buy
+62
New +$4.18K ﹤0.01% 996

Other funds holding SYT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
EPCM
Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Syngenta Ag (SYT) in Q4 2016, closing a stake of 69 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SYT in Q1 2015 and held it in 4 quarters. The position peaked at $6K in Q3 2016. 248 funds tracked by Wall St. Rank hold SYT as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Syngenta Ag position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 69 Syngenta Ag shares in Q4 2016, an estimated $6K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Syngenta Ag in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Syngenta Ag position peaked at $6K in Q3 2016.
  • 248 funds tracked by Wall St. Rank held Syngenta Ag as of Q4 2016.

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