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Concert Wealth Management’s Icahn Enterprises IEP Stock Holding History

Concert Wealth Management’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-4,828
Closed -$399K – 549
2013
Q3 		$399K Buy
4,828
+328
+7% +$24.7K 0.06% 298
2013
Q2 		$327K Buy
+4,500
New +$331K 0.05% 322

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
SCM
SAB Capital Management New York $4.44M AUM 12.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Concert Wealth Management's IEP Position: Q4 2013 in Review

Concert Wealth Management sold out of Icahn Enterprises (IEP) in Q4 2013, closing a stake of 4,828 shares — an estimated $399K sold.

Concert Wealth Management first reported a position in IEP in Q2 2013 and held it in 2 quarters. The position peaked at $399K in Q3 2013. 76 funds tracked by Wall St. Rank hold IEP as of Q4 2013.

  • Concert Wealth Management reported no remaining Icahn Enterprises position as of Q4 2013 after selling out during the quarter.
  • Concert Wealth Management sold 4,828 Icahn Enterprises shares in Q4 2013, an estimated $399K.
  • Concert Wealth Management first reported a position in Icahn Enterprises in Q2 2013 and held it in 2 quarters.
  • Concert Wealth Management's Icahn Enterprises position peaked at $399K in Q3 2013.
  • 76 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2013.

Based on Concert Wealth Management's 13F filing for Q4 2013, filed 12 Feb 2014.