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Concert Wealth Management’s CF Industries CF Stock Holding History

Concert Wealth Management’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-15,379
Closed -$486K – 693
2016
Q1 		$486K Buy
15,379
+1
+0% +$33 0.07% 360
2015
Q4 		$622K Buy
15,378
+1,472
+11% +$69.4K 0.08% 310
2015
Q3 		$616K Buy
13,906
+635
+5% +$36.9K 0.08% 303
2015
Q2 		$847K Sell
13,271
-314
-2% -$19.1K 0.11% 237
2015
Q1 		$736K Buy
13,585
+350
+3% +$20.9K 0.21% 137
2014
Q4 		$722K Buy
+13,235
New +$698K 0.11% 245

Other funds holding CF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

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

Concert Wealth Management sold out of CF Industries (CF) in Q2 2016, closing a stake of 15,379 shares — an estimated $486K sold.

Concert Wealth Management first reported a position in CF in Q4 2014 and held it in 6 quarters. The position peaked at $847K in Q2 2015. 413 funds tracked by Wall St. Rank hold CF as of Q2 2016.

  • Concert Wealth Management reported no remaining CF Industries position as of Q2 2016 after selling out during the quarter.
  • Concert Wealth Management sold 15,379 CF Industries shares in Q2 2016, an estimated $486K.
  • Concert Wealth Management first reported a position in CF Industries in Q4 2014 and held it in 6 quarters.
  • Concert Wealth Management's CF Industries position peaked at $847K in Q2 2015.
  • 413 funds tracked by Wall St. Rank held CF Industries as of Q2 2016.

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