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Concert Wealth Management’s American Airlines Group AAL Stock Holding History

Concert Wealth Management’s Portfolio AAL Stock Details AAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,309
Closed -$296K – 156
2017
Q1 		$296K Hold
6,309
– – 0.07% 350
2016
Q4 		$296K Buy
6,309
+68
+1% +$2.96K 0.07% 357
2016
Q3 		$226K Buy
+6,241
New +$220K 0.03% 592
2016
Q2 		– Sell
-6,604
Closed -$267K – 685
2016
Q1 		$267K Sell
6,604
-423
-6% -$17K 0.04% 493
2015
Q4 		$258K Sell
7,027
-8,714
-55% -$378K 0.03% 514
2015
Q3 		$580K Buy
15,741
+988
+7% +$40.6K 0.08% 320
2015
Q2 		$590K Sell
14,753
-3,540
-19% -$161K 0.08% 328
2015
Q1 		$761K Sell
18,293
-100
-0.5% -$5.08K 0.22% 131
2014
Q4 		$939K Buy
18,393
+2,480
+16% +$107K 0.14% 188
2014
Q3 		$533K Sell
15,913
-598
-4% -$23.5K 0.07% 249
2014
Q2 		$663K Sell
16,511
-1,204
-7% -$47K 0.08% 221
2014
Q1 		$596K Sell
17,715
-506
-3% -$17.2K 0.07% 237
2013
Q4 		$461K Buy
+18,221
New +$469K 0.06% 275

Other funds holding AAL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concert Wealth Management's AAL Position: Q2 2017 in Review

Concert Wealth Management sold out of American Airlines Group (AAL) in Q2 2017, closing a stake of 6,309 shares — an estimated $296K sold.

Concert Wealth Management first reported a position in AAL in Q4 2013 and held it in 13 quarters. The position peaked at $939K in Q4 2014. 572 funds tracked by Wall St. Rank hold AAL as of Q2 2017.

  • Concert Wealth Management reported no remaining American Airlines Group position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 6,309 American Airlines Group shares in Q2 2017, an estimated $296K.
  • Concert Wealth Management first reported a position in American Airlines Group in Q4 2013 and held it in 13 quarters.
  • Concert Wealth Management's American Airlines Group position peaked at $939K in Q4 2014.
  • 572 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.