CWM
CNMD icon

Concert Wealth Management’s CONMED CNMD Stock Holding History

Concert Wealth Management’s Portfolio CNMD Stock Details CNMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,900
Closed -$215K – 509
2014
Q4 		$215K Buy
+4,900
New +$205K 0.03% 556
2014
Q3 		– Sell
-4,900
Closed -$209K – 547
2014
Q2 		$209K Hold
4,900
– – 0.03% 505
2014
Q1 		$205K Buy
+4,900
New +$218K 0.03% 506

Other funds holding CNMD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coppersmith Capital Management New York $105M AUM 8.84% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Concert Wealth Management's CNMD Position: Q1 2015 in Review

Concert Wealth Management sold out of CONMED (CNMD) in Q1 2015, closing a stake of 4,900 shares — an estimated $215K sold.

Concert Wealth Management first reported a position in CNMD in Q1 2014 and held it in 3 quarters. The position peaked at $215K in Q4 2014. 148 funds tracked by Wall St. Rank hold CNMD as of Q1 2015.

  • Concert Wealth Management reported no remaining CONMED position as of Q1 2015 after selling out during the quarter.
  • Concert Wealth Management sold 4,900 CONMED shares in Q1 2015, an estimated $215K.
  • Concert Wealth Management first reported a position in CONMED in Q1 2014 and held it in 3 quarters.
  • Concert Wealth Management's CONMED position peaked at $215K in Q4 2014.
  • 148 funds tracked by Wall St. Rank held CONMED as of Q1 2015.

Based on Concert Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.