Integrated Wealth Management (Palm Desert)’s Tractor Supply TSCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,800	Closed	-$65K	–	942
2016 Q3	$65K	Hold	4,800	–	–	0.02%	371
2016 Q2	$88K	Hold	4,800	–	–	0.03%	321
2016 Q1	$87K	Hold	4,800	–	–	0.04%	303
2015 Q4	$82K	Hold	4,800	–	–	0.04%	311
2015 Q3	$81K	Hold	4,800	–	–	0.04%	301
2015 Q2	$86K	Buy	+4,800	New	+$85.2K	0.03%	297

Other funds holding TSCO

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Tractor Supply (TSCO) in Q4 2016, closing a stake of 4,800 shares — an estimated $65K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TSCO in Q2 2015 and held it in 6 quarters. The position peaked at $88K in Q2 2016. 557 funds tracked by Wall St. Rank hold TSCO as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Tractor Supply position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 4,800 Tractor Supply shares in Q4 2016, an estimated $65K.
Integrated Wealth Management (Palm Desert) first reported a position in Tractor Supply in Q2 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s Tractor Supply position peaked at $88K in Q2 2016.
557 funds tracked by Wall St. Rank held Tractor Supply as of Q4 2016.

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