CWM
LDR

Concert Wealth Management’s Landauer Inc LDR Stock Holding History

Concert Wealth Management’s Portfolio LDR Stock Details LDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-4,500
Closed -$238K – 591
2013
Q4 		$238K Sell
4,500
-200
-4% -$10.1K 0.03% 447
2013
Q3 		$242K Sell
4,700
-200
-4% -$9.72K 0.03% 430
2013
Q2 		$237K Buy
+4,900
New +$257K 0.04% 403

Other funds holding LDR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concert Wealth Management's LDR Position: Q1 2014 in Review

Concert Wealth Management sold out of Landauer Inc (LDR) in Q1 2014, closing a stake of 4,500 shares — an estimated $238K sold.

Concert Wealth Management first reported a position in LDR in Q2 2013 and held it in 3 quarters. The position peaked at $242K in Q3 2013. 114 funds tracked by Wall St. Rank hold LDR as of Q1 2014.

  • Concert Wealth Management reported no remaining Landauer Inc position as of Q1 2014 after selling out during the quarter.
  • Concert Wealth Management sold 4,500 Landauer Inc shares in Q1 2014, an estimated $238K.
  • Concert Wealth Management first reported a position in Landauer Inc in Q2 2013 and held it in 3 quarters.
  • Concert Wealth Management's Landauer Inc position peaked at $242K in Q3 2013.
  • 114 funds tracked by Wall St. Rank held Landauer Inc as of Q1 2014.

Based on Concert Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.