CWM
CMCSK

Concert Wealth Management’s COMCAST CORP SPL A (NEW) CMCSK Stock Holding History

Concert Wealth Management’s Portfolio CMCSK Stock Details CMCSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-6,543
Closed -$373K – 774
2015
Q3 		$373K Sell
6,543
-261
-4% -$14.9K 0.05% 423
2015
Q2 		$407K Buy
+6,804
New +$407K 0.05% 408
2015
Q1 		– Sell
-6,040
Closed -$350K – 676
2014
Q4 		$350K Buy
6,040
+51
+0.9% +$2.96K 0.05% 407
2014
Q3 		$320K Sell
5,989
-75
-1% -$4.01K 0.04% 375
2014
Q2 		$309K Buy
6,064
+491
+9% +$25K 0.04% 409
2014
Q1 		$272K Hold
5,573
– – 0.03% 433
2013
Q4 		$279K Sell
5,573
-74
-1% -$3.71K 0.04% 399
2013
Q3 		$245K Buy
5,647
+74
+1% +$3.21K 0.03% 426
2013
Q2 		$220K Buy
+5,573
New +$220K 0.03% 427

Other funds holding CMCSK

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BIC
Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Concert Wealth Management's CMCSK Position: Q4 2015 in Review

Concert Wealth Management sold out of COMCAST CORP SPL A (NEW) (CMCSK) in Q4 2015, closing a stake of 6,543 shares — an estimated $373K sold.

Concert Wealth Management first reported a position in CMCSK in Q2 2013 and held it in 9 quarters. The position peaked at $407K in Q2 2015. 5 funds tracked by Wall St. Rank hold CMCSK as of Q4 2015.

  • Concert Wealth Management reported no remaining COMCAST CORP SPL A (NEW) position as of Q4 2015 after selling out during the quarter.
  • Concert Wealth Management sold 6,543 COMCAST CORP SPL A (NEW) shares in Q4 2015, an estimated $373K.
  • Concert Wealth Management first reported a position in COMCAST CORP SPL A (NEW) in Q2 2013 and held it in 9 quarters.
  • Concert Wealth Management's COMCAST CORP SPL A (NEW) position peaked at $407K in Q2 2015.
  • 5 funds tracked by Wall St. Rank held COMCAST CORP SPL A (NEW) as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.