CWM
KLAC icon

Concert Wealth Management’s KLA KLAC Stock Holding History

Concert Wealth Management’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-107,630
Closed -$746K – 696
2015
Q4 		$746K Buy
107,630
+63,820
+146% +$408K 0.1% 256
2015
Q3 		$220K Sell
43,810
-12,100
-22% -$62.2K 0.03% 583
2015
Q2 		$314K Buy
+55,910
New +$327K 0.04% 476
2015
Q1 		– Sell
-46,320
Closed -$326K – 564
2014
Q4 		$326K Buy
+46,320
New +$342K 0.05% 430

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concert Wealth Management's KLAC Position: Q1 2016 in Review

Concert Wealth Management sold out of KLA (KLAC) in Q1 2016, closing a stake of 107,630 shares — an estimated $746K sold.

Concert Wealth Management first reported a position in KLAC in Q4 2014 and held it in 4 quarters. The position peaked at $746K in Q4 2015. 394 funds tracked by Wall St. Rank hold KLAC as of Q1 2016.

  • Concert Wealth Management reported no remaining KLA position as of Q1 2016 after selling out during the quarter.
  • Concert Wealth Management sold 107,630 KLA shares in Q1 2016, an estimated $746K.
  • Concert Wealth Management first reported a position in KLA in Q4 2014 and held it in 4 quarters.
  • Concert Wealth Management's KLA position peaked at $746K in Q4 2015.
  • 394 funds tracked by Wall St. Rank held KLA as of Q1 2016.

Based on Concert Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.