Integrated Wealth Management (Palm Desert)’s Televisa TV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-156	Closed	-$4K	–	952
2016 Q3	$4K	Hold	156	–	–	﹤0.01%	965
2016 Q2	$4K	Hold	156	–	–	﹤0.01%	973
2016 Q1	$4K	Hold	156	–	–	﹤0.01%	902
2015 Q4	$4K	Hold	156	–	–	﹤0.01%	985
2015 Q3	$4K	Hold	156	–	–	﹤0.01%	995
2015 Q2	$6K	Sell	156 -34	-18%	-$1.25K	﹤0.01%	924
2015 Q1	$6K	Buy	+190	New	+$6.39K	﹤0.01%	905

Other funds holding TV

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPC

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Televisa (TV) in Q4 2016, closing a stake of 156 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TV in Q1 2015 and held it in 7 quarters. The position peaked at $6K in Q2 2015. 186 funds tracked by Wall St. Rank hold TV as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Televisa position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 156 Televisa shares in Q4 2016, an estimated $4K.
Integrated Wealth Management (Palm Desert) first reported a position in Televisa in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Televisa position peaked at $6K in Q2 2015.
186 funds tracked by Wall St. Rank held Televisa as of Q4 2016.

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