Concert Wealth Management’s Air Products & Chemicals APD Stock Holding History

Concert Wealth Management’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,697	Closed	-$244K	–	170
2017 Q1	$244K	Sell	1,697 -61	-3%	-$8.6K	0.06%	407
2016 Q4	$253K	Sell	1,758 -722	-29%	-$101K	0.06%	397
2016 Q3	$346K	Buy	2,480 +26	+1%	+$3.6K	0.04%	450
2016 Q2	$324K	Sell	2,454 -49	-2%	-$6.53K	0.04%	435
2016 Q1	$334K	Sell	2,503 -17	-0.7%	-$2.06K	0.04%	429
2015 Q4	$304K	Buy	2,520 +3	+0.1%	+$378	0.04%	470
2015 Q3	$297K	Sell	2,517 -282	-10%	-$35.9K	0.04%	484
2015 Q2	$354K	Buy	+2,799	New	+$382K	0.05%	449
2015 Q1	–	Sell	-2,539	Closed	-$339K	–	494
2014 Q4	$339K	Buy	+2,539	New	+$321K	0.05%	415

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Concert Wealth Management sold out of Air Products & Chemicals (APD) in Q2 2017, closing a stake of 1,697 shares — an estimated $244K sold.

Concert Wealth Management first reported a position in APD in Q4 2014 and held it in 9 quarters. The position peaked at $354K in Q2 2015. 905 funds tracked by Wall St. Rank hold APD as of Q2 2017.

Concert Wealth Management reported no remaining Air Products & Chemicals position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 1,697 Air Products & Chemicals shares in Q2 2017, an estimated $244K.
Concert Wealth Management first reported a position in Air Products & Chemicals in Q4 2014 and held it in 9 quarters.
Concert Wealth Management's Air Products & Chemicals position peaked at $354K in Q2 2015.
905 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2017.

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