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Concert Wealth Management’s Abbott ABT Stock Holding History

Concert Wealth Management’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-53,096
Closed -$914K – 28
2017
Q2 		$914K Buy
53,096
+31,373
+144% +$1.42M 0.89% 28
2017
Q1 		$841K Sell
21,723
-540
-2% -$23.3K 0.19% 156
2016
Q4 		$860K Sell
22,263
-27,565
-55% -$1.09M 0.19% 157
2016
Q3 		$2.1M Sell
49,828
-2,618
-5% -$112K 0.25% 93
2016
Q2 		$2.07M Buy
52,446
+1,316
+3% +$52.4K 0.28% 84
2016
Q1 		$2.13M Sell
51,130
-892
-2% -$35.3K 0.29% 84
2015
Q4 		$2.32M Sell
52,022
-7,551
-13% -$333K 0.31% 66
2015
Q3 		$2.39M Buy
59,573
+7,775
+15% +$367K 0.32% 61
2015
Q2 		$2.54M Buy
51,798
+1,251
+2% +$60.1K 0.33% 60
2015
Q1 		$1.04M Buy
50,547
+8,190
+19% +$376K 0.3% 79
2014
Q4 		$1.92M Buy
42,357
+19,937
+89% +$868K 0.29% 83
2014
Q3 		$926K Sell
22,420
-1,456
-6% -$61.6K 0.12% 144
2014
Q2 		$951K Sell
23,876
-118
-0.5% -$4.63K 0.12% 146
2014
Q1 		$922K Sell
23,994
-2,644
-10% -$102K 0.12% 150
2013
Q4 		$1.02M Buy
26,638
+519
+2% +$19.1K 0.13% 128
2013
Q3 		$867K Sell
26,119
-85
-0.3% -$2.98K 0.12% 138
2013
Q2 		$909K Buy
+26,204
New +$961K 0.14% 117

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concert Wealth Management's ABT Position: Q3 2017 in Review

Concert Wealth Management sold out of Abbott (ABT) in Q3 2017, closing a stake of 53,096 shares — an estimated $914K sold.

Concert Wealth Management first reported a position in ABT in Q2 2013 and held it in 17 quarters. The position peaked at $2.54M in Q2 2015. 1,597 funds tracked by Wall St. Rank hold ABT as of Q3 2017.

  • Concert Wealth Management reported no remaining Abbott position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 53,096 Abbott shares in Q3 2017, an estimated $914K.
  • Concert Wealth Management first reported a position in Abbott in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Abbott position peaked at $2.54M in Q2 2015.
  • 1,597 funds tracked by Wall St. Rank held Abbott as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.