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Concert Wealth Management’s Allstate ALL Stock Holding History

Concert Wealth Management’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,504
Closed -$482K – 164
2017
Q1 		$482K Sell
6,504
-205
-3% -$16.1K 0.11% 255
2016
Q4 		$497K Sell
6,709
-3,322
-33% -$234K 0.11% 251
2016
Q3 		$693K Buy
10,031
+1,096
+12% +$75.5K 0.08% 301
2016
Q2 		$625K Buy
8,935
+66
+0.7% +$4.42K 0.08% 297
2016
Q1 		$598K Sell
8,869
-137
-2% -$8.61K 0.08% 308
2015
Q4 		$558K Sell
9,006
-660
-7% -$41K 0.07% 330
2015
Q3 		$562K Sell
9,666
-97
-1% -$6.07K 0.08% 332
2015
Q2 		$632K Sell
9,763
-1,074
-10% -$73.6K 0.08% 311
2015
Q1 		$279K Buy
10,837
+1,751
+19% +$124K 0.08% 309
2014
Q4 		$645K Buy
9,086
+2,317
+34% +$152K 0.1% 267
2014
Q3 		$417K Sell
6,769
-696
-9% -$41.8K 0.06% 308
2014
Q2 		$412K Buy
7,465
+2,579
+53% +$149K 0.05% 333
2014
Q1 		$272K Buy
4,886
+636
+15% +$34.1K 0.03% 431
2013
Q4 		$231K Sell
4,250
-92
-2% -$4.91K 0.03% 453
2013
Q3 		$221K Sell
4,342
-485
-10% -$24.4K 0.03% 454
2013
Q2 		$232K Buy
+4,827
New +$235K 0.03% 411

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Concert Wealth Management sold out of Allstate (ALL) in Q2 2017, closing a stake of 6,504 shares — an estimated $482K sold.

Concert Wealth Management first reported a position in ALL in Q2 2013 and held it in 16 quarters. The position peaked at $693K in Q3 2016. 891 funds tracked by Wall St. Rank hold ALL as of Q2 2017.

  • Concert Wealth Management reported no remaining Allstate position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 6,504 Allstate shares in Q2 2017, an estimated $482K.
  • Concert Wealth Management first reported a position in Allstate in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Allstate position peaked at $693K in Q3 2016.
  • 891 funds tracked by Wall St. Rank held Allstate as of Q2 2017.

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