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Concert Wealth Management’s Estee Lauder EL Stock Holding History

Concert Wealth Management’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-7,836
Closed -$690K – 579
2016
Q3 		$690K Sell
7,836
-114
-1% -$10.4K 0.08% 303
2016
Q2 		$712K Buy
7,950
+994
+14% +$92.8K 0.1% 264
2016
Q1 		$656K Sell
6,956
-488
-7% -$43.5K 0.09% 280
2015
Q4 		$649K Buy
+7,444
New +$634K 0.09% 300

Other funds holding EL

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Concert Wealth Management's EL Position: Q4 2016 in Review

Concert Wealth Management sold out of Estee Lauder (EL) in Q4 2016, closing a stake of 7,836 shares — an estimated $690K sold.

Concert Wealth Management first reported a position in EL in Q4 2015 and held it in 4 quarters. The position peaked at $712K in Q2 2016. 622 funds tracked by Wall St. Rank hold EL as of Q4 2016.

  • Concert Wealth Management reported no remaining Estee Lauder position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 7,836 Estee Lauder shares in Q4 2016, an estimated $690K.
  • Concert Wealth Management first reported a position in Estee Lauder in Q4 2015 and held it in 4 quarters.
  • Concert Wealth Management's Estee Lauder position peaked at $712K in Q2 2016.
  • 622 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.