Integrated Wealth Management (Palm Desert)’s Yelp YELP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-250	Closed	-$10K	–	1033
2016 Q3	$10K	Sell	250 -100	-29%	-$3.5K	﹤0.01%	768
2016 Q2	$11K	Hold	350	–	–	﹤0.01%	744
2016 Q1	$7K	Hold	350	–	–	﹤0.01%	801
2015 Q4	$10K	Hold	350	–	–	﹤0.01%	776
2015 Q3	$8K	Hold	350	–	–	﹤0.01%	832
2015 Q2	$15K	Buy	350 +20	+6%	+$928	0.01%	698
2015 Q1	$15K	Buy	+330	New	+$16.3K	0.01%	659

Other funds holding YELP

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

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

CCM

Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return

EAM

EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BIT

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

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

Integrated Wealth Management (Palm Desert) sold out of Yelp (YELP) in Q4 2016, closing a stake of 250 shares — an estimated $10K sold.

Integrated Wealth Management (Palm Desert) first reported a position in YELP in Q1 2015 and held it in 7 quarters. The position peaked at $15K in Q2 2015. 232 funds tracked by Wall St. Rank hold YELP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Yelp position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 250 Yelp shares in Q4 2016, an estimated $10K.
Integrated Wealth Management (Palm Desert) first reported a position in Yelp in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Yelp position peaked at $15K in Q2 2015.
232 funds tracked by Wall St. Rank held Yelp as of Q4 2016.

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