Concert Wealth Management’s AstraZeneca AZN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-4,951	Closed	-$277K	–	689
2016 Q1	$277K	Sell	4,951 -124	-2%	-$7.45K	0.04%	481
2015 Q4	$342K	Sell	5,075 -2,193	-30%	-$144K	0.05%	443
2015 Q3	$464K	Sell	7,268 -33	-0.5%	-$2.17K	0.06%	378
2015 Q2	$466K	Buy	+7,301	New	+$500K	0.06%	374

Other funds holding AZN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Concert Wealth Management sold out of AstraZeneca (AZN) in Q2 2016, closing a stake of 4,951 shares — an estimated $277K sold.

Concert Wealth Management first reported a position in AZN in Q2 2015 and held it in 4 quarters. The position peaked at $466K in Q2 2015. 398 funds tracked by Wall St. Rank hold AZN as of Q2 2016.

Concert Wealth Management reported no remaining AstraZeneca position as of Q2 2016 after selling out during the quarter.
Concert Wealth Management sold 4,951 AstraZeneca shares in Q2 2016, an estimated $277K.
Concert Wealth Management first reported a position in AstraZeneca in Q2 2015 and held it in 4 quarters.
Concert Wealth Management's AstraZeneca position peaked at $466K in Q2 2015.
398 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2016.

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