Integrated Wealth Management (Palm Desert)’s Vertex Pharmaceuticals VRTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-315	Closed	-$27K	–	992
2016 Q3	$27K	Hold	315	–	–	0.01%	538
2016 Q2	$27K	Hold	315	–	–	0.01%	534
2016 Q1	$25K	Hold	315	–	–	0.01%	512
2015 Q4	$40K	Hold	315	–	–	0.02%	435
2015 Q3	$33K	Buy	315 +300	+2,000%	+$38.5K	0.01%	465
2015 Q2	$2K	Sell	15 -46	-75%	-$5.8K	﹤0.01%	1161
2015 Q1	$7K	Buy	+61	New	+$7.31K	﹤0.01%	858

Other funds holding VRTX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BFA

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

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

Integrated Wealth Management (Palm Desert) sold out of Vertex Pharmaceuticals (VRTX) in Q4 2016, closing a stake of 315 shares — an estimated $27K sold.

Integrated Wealth Management (Palm Desert) first reported a position in VRTX in Q1 2015 and held it in 7 quarters. The position peaked at $40K in Q4 2015. 484 funds tracked by Wall St. Rank hold VRTX as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Vertex Pharmaceuticals position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 315 Vertex Pharmaceuticals shares in Q4 2016, an estimated $27K.
Integrated Wealth Management (Palm Desert) first reported a position in Vertex Pharmaceuticals in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Vertex Pharmaceuticals position peaked at $40K in Q4 2015.
484 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2016.

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