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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
2016
Q3 		– Sell
-3,100
Closed -$12K – 1024
2016
Q2 		$12K Buy
+3,100
New +$97.1K ﹤0.01% 674

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Wellington Management Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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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.