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Integrated Wealth Management (Palm Desert)’s Twilio TWLO Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,100
Closed -$71K – 953
2016
Q3 		$71K Buy
1,100
+250
+29% +$12.5K 0.03% 359
2016
Q2 		$31K Buy
+850
New +$26.3K 0.01% 501

Other funds holding TWLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FFIM
Founders Fund II Management San Francisco, California $1.32M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
USG2
Union Square GP 2008 New York $172M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Twilio (TWLO) in Q4 2016, closing a stake of 1,100 shares — an estimated $71K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TWLO in Q2 2016 and held it in 2 quarters. The position peaked at $71K in Q3 2016. 153 funds tracked by Wall St. Rank hold TWLO as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Twilio position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,100 Twilio shares in Q4 2016, an estimated $71K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Twilio in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Twilio position peaked at $71K in Q3 2016.
  • 153 funds tracked by Wall St. Rank held Twilio as of Q4 2016.

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