CWM
BFX

Concert Wealth Management’s BowFlex Inc. BFX Stock Holding History

Concert Wealth Management’s Portfolio BFX Stock Details BFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-38,757
Closed -$753K – 745
2016
Q1 		$753K Sell
38,757
-1,054
-3% -$19.8K 0.1% 257
2015
Q4 		$671K Sell
39,811
-711
-2% -$12.5K 0.09% 290
2015
Q3 		$618K Buy
+40,522
New +$727K 0.08% 301

Other funds holding BFX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Concert Wealth Management sold out of BowFlex Inc. (BFX) in Q2 2016, closing a stake of 38,757 shares — an estimated $753K sold.

Concert Wealth Management first reported a position in BFX in Q3 2015 and held it in 3 quarters. The position peaked at $753K in Q1 2016. 172 funds tracked by Wall St. Rank hold BFX as of Q2 2016.

  • Concert Wealth Management reported no remaining BowFlex Inc. position as of Q2 2016 after selling out during the quarter.
  • Concert Wealth Management sold 38,757 BowFlex Inc. shares in Q2 2016, an estimated $753K.
  • Concert Wealth Management first reported a position in BowFlex Inc. in Q3 2015 and held it in 3 quarters.
  • Concert Wealth Management's BowFlex Inc. position peaked at $753K in Q1 2016.
  • 172 funds tracked by Wall St. Rank held BowFlex Inc. as of Q2 2016.

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