IWMPD
TWTR

Integrated Wealth Management (Palm Desert)’s Twitter, Inc. TWTR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TWTR Stock Details TWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,380
Closed -$101K – 1097
2016
Q3 		$101K Sell
4,380
-586
-12% -$11K 0.04% 318
2016
Q2 		$84K Buy
4,966
+750
+18% +$11.7K 0.03% 328
2016
Q1 		$70K Buy
4,216
+339
+9% +$5.94K 0.03% 340
2015
Q4 		$90K Sell
3,877
-389
-9% -$10.4K 0.04% 294
2015
Q3 		$115K Buy
4,266
+1,050
+33% +$31.5K 0.05% 256
2015
Q2 		$116K Sell
3,216
-189
-6% -$7.72K 0.05% 262
2015
Q1 		$170K Buy
+3,405
New +$151K 0.07% 212

Other funds holding TWTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM

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

Integrated Wealth Management (Palm Desert) sold out of Twitter, Inc. (TWTR) in Q4 2016, closing a stake of 4,380 shares — an estimated $101K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TWTR in Q1 2015 and held it in 7 quarters. The position peaked at $170K in Q1 2015. 502 funds tracked by Wall St. Rank hold TWTR as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Twitter, Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 4,380 Twitter, Inc. shares in Q4 2016, an estimated $101K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Twitter, Inc. in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Twitter, Inc. position peaked at $170K in Q1 2015.
  • 502 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2016.

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