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Concert Wealth Management’s Lear LEA Stock Holding History

Concert Wealth Management’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-6,630
Closed -$746K – 717
2016
Q1 		$746K Buy
+6,630
New +$702K 0.1% 260
2015
Q3 		– Sell
-3,397
Closed -$381K – 717
2015
Q2 		$381K Buy
+3,397
New +$390K 0.05% 425
2015
Q1 		– Sell
-3,390
Closed -$336K – 565
2014
Q4 		$336K Buy
+3,390
New +$311K 0.05% 421

Other funds holding LEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concert Wealth Management's LEA Position: Q2 2016 in Review

Concert Wealth Management sold out of Lear (LEA) in Q2 2016, closing a stake of 6,630 shares — an estimated $746K sold.

Concert Wealth Management first reported a position in LEA in Q4 2014 and held it in 3 quarters. The position peaked at $746K in Q1 2016. 482 funds tracked by Wall St. Rank hold LEA as of Q2 2016.

  • Concert Wealth Management reported no remaining Lear position as of Q2 2016 after selling out during the quarter.
  • Concert Wealth Management sold 6,630 Lear shares in Q2 2016, an estimated $746K.
  • Concert Wealth Management first reported a position in Lear in Q4 2014 and held it in 3 quarters.
  • Concert Wealth Management's Lear position peaked at $746K in Q1 2016.
  • 482 funds tracked by Wall St. Rank held Lear as of Q2 2016.

Based on Concert Wealth Management's 13F filing for Q2 2016, filed 28 Jul 2016.