Integrated Wealth Management (Palm Desert)’s T-Mobile US TMUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$675K	Hold	10,449	–	–	0.23%	112
2016 Q4	$601K	Hold	10,449	–	–	0.22%	111
2016 Q3	$488K	Sell	10,449 -5,377	-34%	-$247K	0.17%	124
2016 Q2	$685K	Hold	15,826	–	–	0.26%	81
2016 Q1	$606K	Hold	15,826	–	–	0.26%	84
2015 Q4	$619K	Hold	15,826	–	–	0.27%	84
2015 Q3	$630K	Hold	15,826	–	–	0.28%	78
2015 Q2	$614K	Hold	15,826	–	–	0.24%	89
2015 Q1	$501K	Buy	+15,826	New	+$493K	0.21%	101

Other funds holding TMUS

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s TMUS Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) held its T-Mobile US (TMUS) position steady in Q1 2017 at 10,449 shares worth $675K. The position accounts for 0.23% of the portfolio, ranked #112.

Integrated Wealth Management (Palm Desert) first reported a position in TMUS in Q1 2015 and has held it in 9 quarters since. The position peaked at $685K in Q2 2016. 538 funds tracked by Wall St. Rank hold TMUS as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 10,449 shares of T-Mobile US worth $675K as of Q1 2017.
Integrated Wealth Management (Palm Desert) left its T-Mobile US share count unchanged in Q1 2017.
T-Mobile US made up 0.23% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #112 holding.
Integrated Wealth Management (Palm Desert) first reported a position in T-Mobile US in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s T-Mobile US position peaked at $685K in Q2 2016.
538 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.