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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

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Ameriprise
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
LSV Asset Management
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. 629 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.
  • 629 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.