Integrated Wealth Management (Palm Desert)’s West Bancorporation WTBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-110	Closed	-$2K	–	1013
2016 Q3	$2K	Hold	110	–	–	﹤0.01%	1093
2016 Q2	$2K	Hold	110	–	–	﹤0.01%	1104
2016 Q1	$2K	Hold	110	–	–	﹤0.01%	1034
2015 Q4	$2K	Hold	110	–	–	﹤0.01%	1118
2015 Q3	$2K	Hold	110	–	–	﹤0.01%	1134
2015 Q2	$2K	Hold	110	–	–	﹤0.01%	1164
2015 Q1	$2K	Buy	+110	New	+$1.92K	﹤0.01%	1124

Other funds holding WTBA

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BIT

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

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

Integrated Wealth Management (Palm Desert) sold out of West Bancorporation (WTBA) in Q4 2016, closing a stake of 110 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WTBA in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q3 2016. 65 funds tracked by Wall St. Rank hold WTBA as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining West Bancorporation position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 110 West Bancorporation shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in West Bancorporation in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s West Bancorporation position peaked at $2K in Q3 2016.
65 funds tracked by Wall St. Rank held West Bancorporation as of Q4 2016.

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