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Concert Wealth Management’s Intel INTC Stock Holding History

Concert Wealth Management’s Portfolio INTC Stock Details INTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-20,358
Closed -$685K – 80
2017
Q2 		$685K Sell
20,358
-31,157
-60% -$1.11M 0.67% 44
2017
Q1 		$1.87M Sell
51,515
-8,057
-14% -$292K 0.42% 56
2016
Q4 		$2.17M Sell
59,572
-104,112
-64% -$3.73M 0.48% 45
2016
Q3 		$6.19M Buy
163,684
+13,213
+9% +$468K 0.75% 19
2016
Q2 		$4.94M Buy
150,471
+18,415
+14% +$577K 0.67% 21
2016
Q1 		$4.25M Sell
132,056
-4,613
-3% -$142K 0.57% 31
2015
Q4 		$4.7M Sell
136,669
-175
-0.1% -$5.92K 0.63% 30
2015
Q3 		$4.12M Buy
136,844
+4,553
+3% +$132K 0.56% 34
2015
Q2 		$4.02M Sell
132,291
-5,889
-4% -$190K 0.52% 30
2015
Q1 		$2.83M Sell
138,180
-2,064
-1% -$69.6K 0.81% 18
2014
Q4 		$5.1M Buy
140,244
+98,845
+239% +$3.44M 0.78% 16
2014
Q3 		$1.44M Sell
41,399
-2,408
-5% -$81.5K 0.19% 83
2014
Q2 		$1.29M Sell
43,807
-679
-2% -$18.6K 0.16% 101
2014
Q1 		$1.15M Sell
44,486
-2,140
-5% -$53.4K 0.14% 116
2013
Q4 		$1.22M Sell
46,626
-1,582
-3% -$38.3K 0.16% 105
2013
Q3 		$1.09M Sell
48,208
-365
-0.8% -$8.41K 0.16% 110
2013
Q2 		$948K Buy
+48,573
New +$1.15M 0.14% 110

Other funds holding INTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concert Wealth Management's INTC Position: Q3 2017 in Review

Concert Wealth Management sold out of Intel (INTC) in Q3 2017, closing a stake of 20,358 shares — an estimated $685K sold.

Concert Wealth Management first reported a position in INTC in Q2 2013 and held it in 17 quarters. The position peaked at $6.19M in Q3 2016. 1,942 funds tracked by Wall St. Rank hold INTC as of Q3 2017.

  • Concert Wealth Management reported no remaining Intel position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 20,358 Intel shares in Q3 2017, an estimated $685K.
  • Concert Wealth Management first reported a position in Intel in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Intel position peaked at $6.19M in Q3 2016.
  • 1,942 funds tracked by Wall St. Rank held Intel as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.