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Integrated Wealth Management (Palm Desert)’s Tenet Healthcare THC Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio THC Stock Details THC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-840
Closed -$19K – 922
2016
Q3 		$19K Buy
+840
New +$21.9K 0.01% 616

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WRF
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BA
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O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LCOV
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Tenet Healthcare (THC) in Q4 2016, closing a stake of 840 shares — an estimated $19K sold.

Integrated Wealth Management (Palm Desert) first reported a position in THC in Q3 2016 and held it in 1 quarter. The position peaked at $19K in Q3 2016. 257 funds tracked by Wall St. Rank hold THC as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Tenet Healthcare position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 840 Tenet Healthcare shares in Q4 2016, an estimated $19K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Tenet Healthcare in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Tenet Healthcare position peaked at $19K in Q3 2016.
  • 257 funds tracked by Wall St. Rank held Tenet Healthcare as of Q4 2016.

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