CWM
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Concert Wealth Management’s Goodyear GT Stock Holding History

Concert Wealth Management’s Portfolio GT Stock Details GT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,989
Closed -$225K – 656
2016
Q3 		$225K Sell
6,989
-1,700
-20% -$49.4K 0.03% 599
2016
Q2 		$223K Buy
8,689
+1,663
+24% +$47.7K 0.03% 565
2016
Q1 		$229K Buy
7,026
+27
+0.4% +$814 0.03% 552
2015
Q4 		$229K Buy
+6,999
New +$230K 0.03% 557

Other funds holding GT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Concert Wealth Management sold out of Goodyear (GT) in Q4 2016, closing a stake of 6,989 shares — an estimated $225K sold.

Concert Wealth Management first reported a position in GT in Q4 2015 and held it in 4 quarters. The position peaked at $229K in Q1 2016. 476 funds tracked by Wall St. Rank hold GT as of Q4 2016.

  • Concert Wealth Management reported no remaining Goodyear position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 6,989 Goodyear shares in Q4 2016, an estimated $225K.
  • Concert Wealth Management first reported a position in Goodyear in Q4 2015 and held it in 4 quarters.
  • Concert Wealth Management's Goodyear position peaked at $229K in Q1 2016.
  • 476 funds tracked by Wall St. Rank held Goodyear as of Q4 2016.

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