CWM
IT icon

Concert Wealth Management’s Gartner IT Stock Holding History

Concert Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,210
Closed -$213K – 1025
2016
Q2 		$213K Buy
+2,210
New +$210K 0.03% 587

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T. Rowe Price Associates
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BFA
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Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Concert Wealth Management sold out of Gartner (IT) in Q3 2016, closing a stake of 2,210 shares — an estimated $213K sold.

Concert Wealth Management first reported a position in IT in Q2 2016 and held it in 1 quarter. The position peaked at $213K in Q2 2016. 372 funds tracked by Wall St. Rank hold IT as of Q3 2016.

  • Concert Wealth Management reported no remaining Gartner position as of Q3 2016 after selling out during the quarter.
  • Concert Wealth Management sold 2,210 Gartner shares in Q3 2016, an estimated $213K.
  • Concert Wealth Management first reported a position in Gartner in Q2 2016 and held it in 1 quarter.
  • Concert Wealth Management's Gartner position peaked at $213K in Q2 2016.
  • 372 funds tracked by Wall St. Rank held Gartner as of Q3 2016.

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