CWM
GSB

Concert Wealth Management’s GlobalSCAPE, Inc. GSB Stock Holding History

Concert Wealth Management’s Portfolio GSB Stock Details GSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10,000
Closed -$41K – 468
2017
Q1 		$41K Hold
10,000
– – 0.01% 486
2016
Q4 		$41K Buy
+10,000
New +$37.4K 0.01% 487

Other funds holding GSB

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Concert Wealth Management sold out of GlobalSCAPE, Inc. (GSB) in Q2 2017, closing a stake of 10,000 shares — an estimated $41K sold.

Concert Wealth Management first reported a position in GSB in Q4 2016 and held it in 2 quarters. The position peaked at $41K in Q1 2017. 42 funds tracked by Wall St. Rank hold GSB as of Q2 2017.

  • Concert Wealth Management reported no remaining GlobalSCAPE, Inc. position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 10,000 GlobalSCAPE, Inc. shares in Q2 2017, an estimated $41K.
  • Concert Wealth Management first reported a position in GlobalSCAPE, Inc. in Q4 2016 and held it in 2 quarters.
  • Concert Wealth Management's GlobalSCAPE, Inc. position peaked at $41K in Q1 2017.
  • 42 funds tracked by Wall St. Rank held GlobalSCAPE, Inc. as of Q2 2017.

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