Integrated Wealth Management (Palm Desert)’s Tyson Foods TSN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-70	Closed	-$5K	–	945
2016 Q3	$5K	Buy	+70	New	+$5.13K	﹤0.01%	915
2015 Q2	–	Sell	-458	Closed	-$17K	–	1465
2015 Q1	$17K	Buy	+458	New	+$18.3K	0.01%	619

Other funds holding TSN

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BIT

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Tyson Foods (TSN) in Q4 2016, closing a stake of 70 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TSN in Q1 2015 and held it in 2 quarters. The position peaked at $17K in Q1 2015. 628 funds tracked by Wall St. Rank hold TSN as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Tyson Foods position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 70 Tyson Foods shares in Q4 2016, an estimated $5K.
Integrated Wealth Management (Palm Desert) first reported a position in Tyson Foods in Q1 2015 and held it in 2 quarters.
Integrated Wealth Management (Palm Desert)'s Tyson Foods position peaked at $17K in Q1 2015.
628 funds tracked by Wall St. Rank held Tyson Foods as of Q4 2016.

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