Integrated Wealth Management (Palm Desert)’s Teva Pharmaceuticals TEVA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,047	Closed	-$48K	–	917
2016 Q3	$48K	Buy	1,047 +250	+31%	+$13K	0.02%	418
2016 Q2	$40K	Hold	797	–	–	0.02%	445
2016 Q1	$43K	Sell	797 -139	-15%	-$8.16K	0.02%	412
2015 Q4	$61K	Buy	936 +120	+15%	+$7.42K	0.03%	354
2015 Q3	$46K	Hold	816	–	–	0.02%	400
2015 Q2	$48K	Sell	816 -53	-6%	-$3.27K	0.02%	404
2015 Q1	$54K	Buy	+869	New	+$50.5K	0.02%	378

Other funds holding TEVA

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

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

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

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

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Teva Pharmaceuticals (TEVA) in Q4 2016, closing a stake of 1,047 shares — an estimated $48K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TEVA in Q1 2015 and held it in 7 quarters. The position peaked at $61K in Q4 2015. 738 funds tracked by Wall St. Rank hold TEVA as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Teva Pharmaceuticals position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,047 Teva Pharmaceuticals shares in Q4 2016, an estimated $48K.
Integrated Wealth Management (Palm Desert) first reported a position in Teva Pharmaceuticals in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Teva Pharmaceuticals position peaked at $61K in Q4 2015.
738 funds tracked by Wall St. Rank held Teva Pharmaceuticals as of Q4 2016.

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