Integrated Wealth Management (Palm Desert)’s Varian Medical Systems, Inc. VAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-80	Closed	-$7K	–	1127
2016 Q3	$7K	Hold	80	–	–	﹤0.01%	847
2016 Q2	$6K	Hold	80	–	–	﹤0.01%	891
2016 Q1	$6K	Hold	80	–	–	﹤0.01%	832
2015 Q4	$6K	Hold	80	–	–	﹤0.01%	914
2015 Q3	$5K	Hold	80	–	–	﹤0.01%	957
2015 Q2	$6K	Hold	80	–	–	﹤0.01%	936
2015 Q1	$6K	Buy	+80	New	+$6.42K	﹤0.01%	909

Other funds holding VAR

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Varian Medical Systems, Inc. (VAR) in Q4 2016, closing a stake of 80 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in VAR in Q1 2015 and held it in 7 quarters. The position peaked at $7K in Q3 2016. 558 funds tracked by Wall St. Rank hold VAR as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Varian Medical Systems, Inc. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 80 Varian Medical Systems, Inc. shares in Q4 2016, an estimated $7K.
Integrated Wealth Management (Palm Desert) first reported a position in Varian Medical Systems, Inc. in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Varian Medical Systems, Inc. position peaked at $7K in Q3 2016.
558 funds tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q4 2016.

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