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Concert Wealth Management’s Perspective Therapeutics CATX Stock Holding History

Concert Wealth Management’s Portfolio CATX Stock Details CATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-4,060
Closed -$27K – 539
2013
Q3 		$27K Hold
4,060
– – ﹤0.01% 523
2013
Q2 		$19K Buy
+4,060
New +$21.9K ﹤0.01% 500

Other funds holding CATX

SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
SFSIG
San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return

Concert Wealth Management's CATX Position: Q4 2013 in Review

Concert Wealth Management sold out of Perspective Therapeutics (CATX) in Q4 2013, closing a stake of 4,060 shares — an estimated $27K sold.

Concert Wealth Management first reported a position in CATX in Q2 2013 and held it in 2 quarters. The position peaked at $27K in Q3 2013. 18 funds tracked by Wall St. Rank hold CATX as of Q4 2013.

  • Concert Wealth Management reported no remaining Perspective Therapeutics position as of Q4 2013 after selling out during the quarter.
  • Concert Wealth Management sold 4,060 Perspective Therapeutics shares in Q4 2013, an estimated $27K.
  • Concert Wealth Management first reported a position in Perspective Therapeutics in Q2 2013 and held it in 2 quarters.
  • Concert Wealth Management's Perspective Therapeutics position peaked at $27K in Q3 2013.
  • 18 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q4 2013.

Based on Concert Wealth Management's 13F filing for Q4 2013, filed 12 Feb 2014.