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CWM
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
Shares
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
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$865B AUM
30.76%
1-Year Est. Return
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$127B AUM
44.11%
1-Year Est. Return
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$263B AUM
16.68%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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