Concert Wealth Management’s Apollo Endosurgery, Inc. APEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-195	Closed	-$3K	–	747
2016 Q1	$3K	Hold	195	–	–	﹤0.01%	673
2015 Q4	$3K	Buy	+195	New	+$3.29K	﹤0.01%	683

Other funds holding APEN

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

Concert Wealth Management's APEN Position: Q2 2016 in Review

Concert Wealth Management sold out of Apollo Endosurgery, Inc. (APEN) in Q2 2016, closing a stake of 195 shares — an estimated $3K sold.

Concert Wealth Management first reported a position in APEN in Q4 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2016. 11 funds tracked by Wall St. Rank hold APEN as of Q2 2016.

Concert Wealth Management reported no remaining Apollo Endosurgery, Inc. position as of Q2 2016 after selling out during the quarter.
Concert Wealth Management sold 195 Apollo Endosurgery, Inc. shares in Q2 2016, an estimated $3K.
Concert Wealth Management first reported a position in Apollo Endosurgery, Inc. in Q4 2015 and held it in 2 quarters.
Concert Wealth Management's Apollo Endosurgery, Inc. position peaked at $3K in Q1 2016.
11 funds tracked by Wall St. Rank held Apollo Endosurgery, Inc. as of Q2 2016.

Based on Concert Wealth Management's 13F filing for Q2 2016, filed 28 Jul 2016.