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Concert Wealth Management’s Deere & Co DE Stock Holding History

Concert Wealth Management’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,230
Closed -$332K – 212
2017
Q1 		$332K Sell
3,230
-58
-2% -$6.28K 0.08% 332
2016
Q4 		$338K Sell
3,288
-1,210
-27% -$114K 0.08% 326
2016
Q3 		$384K Sell
4,498
-250
-5% -$20.5K 0.05% 431
2016
Q2 		$383K Sell
4,748
-107
-2% -$8.77K 0.05% 399
2016
Q1 		$376K Buy
4,855
+376
+8% +$29.4K 0.05% 410
2015
Q4 		$347K Sell
4,479
-450
-9% -$34.8K 0.05% 438
2015
Q3 		$363K Buy
4,929
+184
+4% +$16.2K 0.05% 433
2015
Q2 		$464K Buy
4,745
+258
+6% +$23.5K 0.06% 376
2015
Q1 		$278K Sell
4,487
-594
-12% -$52.7K 0.08% 312
2014
Q4 		$450K Buy
5,081
+1,068
+27% +$92.3K 0.07% 343
2014
Q3 		$325K Buy
4,013
+212
+6% +$18.1K 0.04% 366
2014
Q2 		$328K Buy
3,801
+25
+0.7% +$2.3K 0.04% 393
2014
Q1 		$337K Buy
3,776
+105
+3% +$9.18K 0.04% 374
2013
Q4 		$330K Sell
3,671
-2,994
-45% -$253K 0.04% 354
2013
Q3 		$540K Sell
6,665
-2,071
-24% -$172K 0.08% 238
2013
Q2 		$708K Buy
+8,736
New +$755K 0.11% 167

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concert Wealth Management's DE Position: Q2 2017 in Review

Concert Wealth Management sold out of Deere & Co (DE) in Q2 2017, closing a stake of 3,230 shares — an estimated $332K sold.

Concert Wealth Management first reported a position in DE in Q2 2013 and held it in 16 quarters. The position peaked at $708K in Q2 2013. 1,046 funds tracked by Wall St. Rank hold DE as of Q2 2017.

  • Concert Wealth Management reported no remaining Deere & Co position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 3,230 Deere & Co shares in Q2 2017, an estimated $332K.
  • Concert Wealth Management first reported a position in Deere & Co in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Deere & Co position peaked at $708K in Q2 2013.
  • 1,046 funds tracked by Wall St. Rank held Deere & Co as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.