Integrated Wealth Management (Palm Desert)’s TherapeuticsMD TXMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-20	Closed	-$9K	–	1316
2016 Q2	$9K	Hold	20	–	–	﹤0.01%	792
2016 Q1	$6K	Hold	20	–	–	﹤0.01%	826
2015 Q4	$10K	Hold	20	–	–	﹤0.01%	774
2015 Q3	$6K	Hold	20	–	–	﹤0.01%	905
2015 Q2	$8K	Buy	+20	New	+$7.06K	﹤0.01%	853

Other funds holding TXMD

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

BFA

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

BIT

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s TXMD Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of TherapeuticsMD (TXMD) in Q3 2016, closing a stake of 20 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TXMD in Q2 2015 and held it in 5 quarters. The position peaked at $10K in Q4 2015. 137 funds tracked by Wall St. Rank hold TXMD as of Q3 2016.

Integrated Wealth Management (Palm Desert) reported no remaining TherapeuticsMD position as of Q3 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 20 TherapeuticsMD shares in Q3 2016, an estimated $9K.
Integrated Wealth Management (Palm Desert) first reported a position in TherapeuticsMD in Q2 2015 and held it in 5 quarters.
Integrated Wealth Management (Palm Desert)'s TherapeuticsMD position peaked at $10K in Q4 2015.
137 funds tracked by Wall St. Rank held TherapeuticsMD as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.