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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 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.