CWM
HOT

Concert Wealth Management’s STARWOOD HOTELS & RESORTS WORLDWIDE, INC. HOT Stock Holding History

Concert Wealth Management’s Portfolio HOT Stock Details HOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-7,298
Closed -$533K – 1058
2016
Q2 		$533K Buy
7,298
+353
+5% +$27.1K 0.07% 332
2016
Q1 		$577K Hold
6,945
– – 0.08% 320
2015
Q4 		$484K Sell
6,945
-628
-8% -$44.8K 0.06% 366
2015
Q3 		$507K Buy
7,573
+3,270
+76% +$249K 0.07% 357
2015
Q2 		$346K Buy
4,303
+125
+3% +$10.5K 0.04% 454
2015
Q1 		$330K Sell
4,178
-24
-0.6% -$1.88K 0.09% 273
2014
Q4 		$337K Sell
4,202
-77
-2% -$6.01K 0.05% 420
2014
Q3 		$350K Buy
4,279
+82
+2% +$6.76K 0.05% 350
2014
Q2 		$331K Sell
4,197
-84
-2% -$6.6K 0.04% 392
2014
Q1 		$342K Sell
4,281
-147
-3% -$11.5K 0.04% 370
2013
Q4 		$355K Buy
4,428
+4
+0.1% +$293 0.05% 337
2013
Q3 		$300K Buy
4,424
+125
+3% +$8.27K 0.04% 367
2013
Q2 		$263K Buy
+4,299
New +$279K 0.04% 373

Other funds holding HOT

LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Concert Wealth Management's HOT Position: Q3 2016 in Review

Concert Wealth Management sold out of STARWOOD HOTELS & RESORTS WORLDWIDE, INC. (HOT) in Q3 2016, closing a stake of 7,298 shares — an estimated $533K sold.

Concert Wealth Management first reported a position in HOT in Q2 2013 and held it in 13 quarters. The position peaked at $577K in Q1 2016. 1 fund tracked by Wall St. Rank holds HOT as of Q3 2016.

  • Concert Wealth Management reported no remaining STARWOOD HOTELS & RESORTS WORLDWIDE, INC. position as of Q3 2016 after selling out during the quarter.
  • Concert Wealth Management sold 7,298 STARWOOD HOTELS & RESORTS WORLDWIDE, INC. shares in Q3 2016, an estimated $533K.
  • Concert Wealth Management first reported a position in STARWOOD HOTELS & RESORTS WORLDWIDE, INC. in Q2 2013 and held it in 13 quarters.
  • Concert Wealth Management's STARWOOD HOTELS & RESORTS WORLDWIDE, INC. position peaked at $577K in Q1 2016.
  • 1 fund tracked by Wall St. Rank held STARWOOD HOTELS & RESORTS WORLDWIDE, INC. as of Q3 2016.

Based on Concert Wealth Management's 13F filing for Q3 2016, filed 27 Oct 2016.