Concert Wealth Management’s Lennar Class A LEN Stock Holding History

Concert Wealth Management’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-8,056	Closed	-$328K	–	307
2017 Q1	$328K	Buy	8,056 +36	+0.4%	+$1.63K	0.07%	336
2016 Q4	$327K	Sell	8,020 -328	-4%	-$13.3K	0.07%	337
2016 Q3	$334K	Hold	8,348	–	–	0.04%	460
2016 Q2	$366K	Buy	8,348 +331	+4%	+$14.5K	0.05%	412
2016 Q1	$370K	Sell	8,017 -273	-3%	-$11.2K	0.05%	414
2015 Q4	$386K	Buy	8,290 +148	+2%	+$7.05K	0.05%	415
2015 Q3	$376K	Sell	8,142 -315	-4%	-$15.5K	0.05%	417
2015 Q2	$412K	Hold	8,457	–	–	0.05%	404
2015 Q1	$343K	Buy	+8,457	New	+$385K	0.1%	265
2013 Q3	–	Sell	-7,374	Closed	-$254K	–	534
2013 Q2	$254K	Buy	+7,374	New	+$280K	0.04%	383

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Concert Wealth Management's LEN Position: Q2 2017 in Review

Concert Wealth Management sold out of Lennar Class A (LEN) in Q2 2017, closing a stake of 8,056 shares — an estimated $328K sold.

Concert Wealth Management first reported a position in LEN in Q2 2013 and held it in 10 quarters. The position peaked at $412K in Q2 2015. 499 funds tracked by Wall St. Rank hold LEN as of Q2 2017.

Concert Wealth Management reported no remaining Lennar Class A position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 8,056 Lennar Class A shares in Q2 2017, an estimated $328K.
Concert Wealth Management first reported a position in Lennar Class A in Q2 2013 and held it in 10 quarters.
Concert Wealth Management's Lennar Class A position peaked at $412K in Q2 2015.
499 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.