Concert Wealth Management’s Honeywell HON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-556	Closed	-$2K	–	541
2014 Q4	$2K	Buy	+556	New	+$47.8K	﹤0.01%	629

Other funds holding HON

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Concert Wealth Management sold out of Honeywell (HON) in Q2 2017, closing a stake of 15,088 shares — an estimated $1.58M sold.

Concert Wealth Management first reported a position in HON in Q2 2013 and held it in 16 quarters. The position peaked at $2.06M in Q3 2016. 1,495 funds tracked by Wall St. Rank hold HON as of Q2 2017.

Concert Wealth Management reported no remaining Honeywell position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 15,088 Honeywell shares in Q2 2017, an estimated $1.58M.
Concert Wealth Management first reported a position in Honeywell in Q2 2013 and held it in 16 quarters.
Concert Wealth Management's Honeywell position peaked at $2.06M in Q3 2016.
1,495 funds tracked by Wall St. Rank held Honeywell as of Q2 2017.

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