CWM
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Concert Wealth Management’s Danaher DHR Stock Holding History

Concert Wealth Management’s Portfolio DHR Stock Details DHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,537
Closed -$453K – 216
2017
Q1 		$453K Hold
6,537
– – 0.1% 271
2016
Q4 		$453K Sell
6,537
-206
-3% -$14.3K 0.1% 274
2016
Q3 		$471K Sell
6,743
-2,069
-23% -$147K 0.06% 387
2016
Q2 		$596K Sell
8,812
-186
-2% -$12.2K 0.08% 312
2016
Q1 		$572K Buy
8,998
+203
+2% +$12.1K 0.08% 324
2015
Q4 		$549K Sell
8,795
-1,417
-14% -$88.7K 0.07% 332
2015
Q3 		$585K Buy
10,212
+290
+3% +$17.1K 0.08% 318
2015
Q2 		$571K Buy
9,922
+2,941
+42% +$168K 0.07% 333
2015
Q1 		$326K Buy
6,981
+747
+12% +$42.9K 0.09% 275
2014
Q4 		$359K Buy
+6,234
New +$338K 0.05% 398
2014
Q3 		– Sell
-6,356
Closed -$324K – 550
2014
Q2 		$324K Buy
6,356
+747
+13% +$38.4K 0.04% 394
2014
Q1 		$280K Hold
5,609
– – 0.04% 423
2013
Q4 		$291K Sell
5,609
-2
-0% -$98 0.04% 387
2013
Q3 		$263K Buy
5,611
+18
+0.3% +$816 0.04% 396
2013
Q2 		$236K Buy
+5,593
New +$232K 0.04% 404

Other funds holding DHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Concert Wealth Management sold out of Danaher (DHR) in Q2 2017, closing a stake of 6,537 shares — an estimated $453K sold.

Concert Wealth Management first reported a position in DHR in Q2 2013 and held it in 15 quarters. The position peaked at $596K in Q2 2016. 1,128 funds tracked by Wall St. Rank hold DHR as of Q2 2017.

  • Concert Wealth Management reported no remaining Danaher position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 6,537 Danaher shares in Q2 2017, an estimated $453K.
  • Concert Wealth Management first reported a position in Danaher in Q2 2013 and held it in 15 quarters.
  • Concert Wealth Management's Danaher position peaked at $596K in Q2 2016.
  • 1,128 funds tracked by Wall St. Rank held Danaher as of Q2 2017.

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