Integrated Wealth Management (Palm Desert)’s US Steel X Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-100	Closed	-$2K	–	1016
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	1095
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	1106
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	1036
2015 Q4	$1K	Hold	100	–	–	﹤0.01%	1245
2015 Q3	$1K	Hold	100	–	–	﹤0.01%	1254
2015 Q2	$2K	Hold	100	–	–	﹤0.01%	1165
2015 Q1	$2K	Buy	+100	New	+$2.37K	﹤0.01%	1125

Other funds holding X

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

BFA

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

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

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

BIT

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ABC

Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of US Steel (X) in Q4 2016, closing a stake of 100 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in X in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q3 2016. 335 funds tracked by Wall St. Rank hold X as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining US Steel position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 100 US Steel shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in US Steel in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s US Steel position peaked at $2K in Q3 2016.
335 funds tracked by Wall St. Rank held US Steel as of Q4 2016.

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