Integrated Wealth Management (Palm Desert)’s Yahoo Inc YHOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,200	Closed	-$52K	–	1225
2016 Q3	$52K	Hold	1,200	–	–	0.02%	405
2016 Q2	$45K	Sell	1,200 -275	-19%	-$10.1K	0.02%	428
2016 Q1	$54K	Sell	1,475 -300	-17%	-$9.4K	0.02%	369
2015 Q4	$59K	Sell	1,775 -345	-16%	-$11.5K	0.03%	361
2015 Q3	$61K	Hold	2,120	–	–	0.03%	345
2015 Q2	$83K	Hold	2,120	–	–	0.03%	302
2015 Q1	$94K	Buy	+2,120	New	+$95.9K	0.04%	280

Other funds holding YHOO

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return

BIT

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

OCAM

Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Yahoo Inc (YHOO) in Q4 2016, closing a stake of 1,200 shares — an estimated $52K sold.

Integrated Wealth Management (Palm Desert) first reported a position in YHOO in Q1 2015 and held it in 7 quarters. The position peaked at $94K in Q1 2015. 600 funds tracked by Wall St. Rank hold YHOO as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Yahoo Inc position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,200 Yahoo Inc shares in Q4 2016, an estimated $52K.
Integrated Wealth Management (Palm Desert) first reported a position in Yahoo Inc in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Yahoo Inc position peaked at $94K in Q1 2015.
600 funds tracked by Wall St. Rank held Yahoo Inc as of Q4 2016.

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