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Concert Wealth Management’s 3D Systems Corp DDD Stock Holding History

Concert Wealth Management’s Portfolio DDD Stock Details DDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,304
Closed -$215K – 565
2013
Q4 		$215K Buy
+2,304
New +$162K 0.03% 475

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BFA
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
CEI
Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Concert Wealth Management's DDD Position: Q1 2014 in Review

Concert Wealth Management sold out of 3D Systems Corp (DDD) in Q1 2014, closing a stake of 2,304 shares — an estimated $215K sold.

Concert Wealth Management first reported a position in DDD in Q4 2013 and held it in 1 quarter. The position peaked at $215K in Q4 2013. 320 funds tracked by Wall St. Rank hold DDD as of Q1 2014.

  • Concert Wealth Management reported no remaining 3D Systems Corp position as of Q1 2014 after selling out during the quarter.
  • Concert Wealth Management sold 2,304 3D Systems Corp shares in Q1 2014, an estimated $215K.
  • Concert Wealth Management first reported a position in 3D Systems Corp in Q4 2013 and held it in 1 quarter.
  • Concert Wealth Management's 3D Systems Corp position peaked at $215K in Q4 2013.
  • 320 funds tracked by Wall St. Rank held 3D Systems Corp as of Q1 2014.

Based on Concert Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.