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Concert Wealth Management’s Amphenol APH Stock Holding History

Concert Wealth Management’s Portfolio APH Stock Details APH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-25,956
Closed -$420K – 509
2016
Q3 		$420K Hold
25,956
– – 0.05% 415
2016
Q2 		$372K Buy
+25,956
New +$373K 0.05% 406

Other funds holding APH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Concert Wealth Management's APH Position: Q4 2016 in Review

Concert Wealth Management sold out of Amphenol (APH) in Q4 2016, closing a stake of 25,956 shares — an estimated $420K sold.

Concert Wealth Management first reported a position in APH in Q2 2016 and held it in 2 quarters. The position peaked at $420K in Q3 2016. 558 funds tracked by Wall St. Rank hold APH as of Q4 2016.

  • Concert Wealth Management reported no remaining Amphenol position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 25,956 Amphenol shares in Q4 2016, an estimated $420K.
  • Concert Wealth Management first reported a position in Amphenol in Q2 2016 and held it in 2 quarters.
  • Concert Wealth Management's Amphenol position peaked at $420K in Q3 2016.
  • 558 funds tracked by Wall St. Rank held Amphenol as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.