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Concert Wealth Management’s Eastman Chemical EMN Stock Holding History

Concert Wealth Management’s Portfolio EMN Stock Details EMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,735
Closed -$229K – 62
2017
Q2 		$229K Sell
2,735
-295
-10% -$23.8K 0.22% 130
2017
Q1 		$230K Sell
3,030
-58
-2% -$4.56K 0.05% 418
2016
Q4 		$234K Sell
3,088
-2,368
-43% -$171K 0.05% 420
2016
Q3 		$368K Buy
5,456
+41
+0.8% +$2.75K 0.04% 441
2016
Q2 		$364K Buy
5,415
+243
+5% +$17.9K 0.05% 414
2016
Q1 		$375K Sell
5,172
-178
-3% -$11.7K 0.05% 411
2015
Q4 		$359K Buy
5,350
+478
+10% +$33.4K 0.05% 430
2015
Q3 		$315K Sell
4,872
-58
-1% -$4.28K 0.04% 464
2015
Q2 		$402K Buy
+4,930
New +$380K 0.05% 409
2015
Q1 		– Sell
-3,357
Closed -$254K – 522
2014
Q4 		$254K Sell
3,357
-1,817
-35% -$144K 0.04% 511
2014
Q3 		$416K Buy
5,174
+930
+22% +$77.6K 0.06% 310
2014
Q2 		$349K Sell
4,244
-59
-1% -$5.13K 0.04% 379
2014
Q1 		$372K Sell
4,303
-30
-0.7% -$2.46K 0.05% 348
2013
Q4 		$348K Buy
4,333
+791
+22% +$61.4K 0.04% 341
2013
Q3 		$276K Buy
3,542
+45
+1% +$3.47K 0.04% 384
2013
Q2 		$248K Buy
+3,497
New +$244K 0.04% 391

Other funds holding EMN

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concert Wealth Management's EMN Position: Q3 2017 in Review

Concert Wealth Management sold out of Eastman Chemical (EMN) in Q3 2017, closing a stake of 2,735 shares — an estimated $229K sold.

Concert Wealth Management first reported a position in EMN in Q2 2013 and held it in 16 quarters. The position peaked at $416K in Q3 2014. 622 funds tracked by Wall St. Rank hold EMN as of Q3 2017.

  • Concert Wealth Management reported no remaining Eastman Chemical position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,735 Eastman Chemical shares in Q3 2017, an estimated $229K.
  • Concert Wealth Management first reported a position in Eastman Chemical in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Eastman Chemical position peaked at $416K in Q3 2014.
  • 622 funds tracked by Wall St. Rank held Eastman Chemical as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.