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Integrated Wealth Management (Palm Desert)’s Textron TXT Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TXT Stock Details TXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-78
Closed -$3K – 956
2016
Q3 		$3K Buy
+78
New +$3.07K ﹤0.01% 1023

Other funds holding TXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Textron (TXT) in Q4 2016, closing a stake of 78 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TXT in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 428 funds tracked by Wall St. Rank hold TXT as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Textron position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 78 Textron shares in Q4 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Textron in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Textron position peaked at $3K in Q3 2016.
  • 428 funds tracked by Wall St. Rank held Textron as of Q4 2016.

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