Concert Wealth Management’s Dunkin' Brands Group, Inc. DNKN Stock Holding History

Concert Wealth Management’s Portfolio DNKN Stock Details DNKN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-4,991	Closed	-$224K	–	683
2014 Q3	$224K	Hold	4,991	–	–	0.03%	470
2014 Q2	$222K	Hold	4,991	–	–	0.03%	493
2014 Q1	$247K	Sell	4,991 -550	-10%	-$27.1K	0.03%	457
2013 Q4	$267K	Sell	5,541 -1,700	-23%	-$80.5K	0.03%	414
2013 Q3	$330K	Sell	7,241 -53	-0.7%	-$2.32K	0.05%	346
2013 Q2	$312K	Buy	+7,294	New	+$294K	0.05%	333

Other funds holding DNKN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Concert Wealth Management's DNKN Position: Q4 2014 in Review

Concert Wealth Management sold out of Dunkin' Brands Group, Inc. (DNKN) in Q4 2014, closing a stake of 4,991 shares — an estimated $224K sold.

Concert Wealth Management first reported a position in DNKN in Q2 2013 and held it in 6 quarters. The position peaked at $330K in Q3 2013. 279 funds tracked by Wall St. Rank hold DNKN as of Q4 2014.

Concert Wealth Management reported no remaining Dunkin' Brands Group, Inc. position as of Q4 2014 after selling out during the quarter.
Concert Wealth Management sold 4,991 Dunkin' Brands Group, Inc. shares in Q4 2014, an estimated $224K.
Concert Wealth Management first reported a position in Dunkin' Brands Group, Inc. in Q2 2013 and held it in 6 quarters.
Concert Wealth Management's Dunkin' Brands Group, Inc. position peaked at $330K in Q3 2013.
279 funds tracked by Wall St. Rank held Dunkin' Brands Group, Inc. as of Q4 2014.

Based on Concert Wealth Management's 13F filing for Q4 2014, filed 11 Feb 2015.