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Concert Wealth Management’s Archer Daniels Midland ADM Stock Holding History

Concert Wealth Management’s Portfolio ADM Stock Details ADM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,488
Closed -$205K – 159
2017
Q1 		$205K Buy
+4,488
New +$201K 0.05% 443
2016
Q4 		– Sell
-5,115
Closed -$215K – 499
2016
Q3 		$215K Buy
5,115
+265
+5% +$11.5K 0.03% 617
2016
Q2 		$208K Buy
+4,850
New +$193K 0.03% 594
2015
Q1 		– Sell
-4,128
Closed -$212K – 490
2014
Q4 		$212K Buy
+4,128
New +$206K 0.03% 561

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BlackRock
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State Street
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Concert Wealth Management sold out of Archer Daniels Midland (ADM) in Q2 2017, closing a stake of 4,488 shares — an estimated $205K sold.

Concert Wealth Management first reported a position in ADM in Q4 2014 and held it in 4 quarters. The position peaked at $215K in Q3 2016. 701 funds tracked by Wall St. Rank hold ADM as of Q2 2017.

  • Concert Wealth Management reported no remaining Archer Daniels Midland position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 4,488 Archer Daniels Midland shares in Q2 2017, an estimated $205K.
  • Concert Wealth Management first reported a position in Archer Daniels Midland in Q4 2014 and held it in 4 quarters.
  • Concert Wealth Management's Archer Daniels Midland position peaked at $215K in Q3 2016.
  • 701 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2017.

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