IWMPD
XYZ

Integrated Wealth Management (Palm Desert)’s Block Inc XYZ Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-550
Closed -$6K – 1040
2016
Q3 		$6K Hold
550
– – ﹤0.01% 881
2016
Q2 		$5K Buy
550
+500
+1,000% +$5.65K ﹤0.01% 930
2016
Q1 		$1K Buy
+50
New +$542 ﹤0.01% 1148

Other funds holding XYZ

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Block Inc (XYZ) in Q4 2016, closing a stake of 550 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in XYZ in Q1 2016 and held it in 3 quarters. The position peaked at $6K in Q3 2016. 234 funds tracked by Wall St. Rank hold XYZ as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Block Inc position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 550 Block Inc shares in Q4 2016, an estimated $6K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Block Inc in Q1 2016 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s Block Inc position peaked at $6K in Q3 2016.
  • 234 funds tracked by Wall St. Rank held Block Inc as of Q4 2016.

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