Integrated Wealth Management (Palm Desert)’s Total System Services, Inc. TSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-11	Closed	-$1K	–	1266
2016 Q3	$1K	Hold	11	–	–	﹤0.01%	1232
2016 Q2	$1K	Hold	11	–	–	﹤0.01%	1268
2016 Q1	$1K	Hold	11	–	–	﹤0.01%	1186
2015 Q4	$1K	Hold	11	–	–	﹤0.01%	1289
2015 Q3	$0	Hold	11	–	–	﹤0.01%	1471
2015 Q2	$0	Sell	11 -47	-81%	-$1.9K	﹤0.01%	1578
2015 Q1	$2K	Buy	+58	New	+$2.12K	﹤0.01%	1146

Other funds holding TSS

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Total System Services, Inc. (TSS) in Q4 2016, closing a stake of 11 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TSS in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q1 2015. 458 funds tracked by Wall St. Rank hold TSS as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Total System Services, Inc. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 11 Total System Services, Inc. shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Total System Services, Inc. in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Total System Services, Inc. position peaked at $2K in Q1 2015.
458 funds tracked by Wall St. Rank held Total System Services, Inc. as of Q4 2016.

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