CWM
LFVN icon

Concert Wealth Management’s LifeVantage LFVN Stock Holding History

Concert Wealth Management’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-13,850
Closed -$78K – 720
2015
Q3 		$78K Buy
13,850
+1,276
+10% +$6.11K 0.01% 675
2015
Q2 		$46K Buy
12,574
+10,279
+448% +$47.5K 0.01% 685
2015
Q1 		$0 Buy
+2,295
New +$16.5K ﹤0.01% 566

Other funds holding LFVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Concert Wealth Management's LFVN Position: Q4 2015 in Review

Concert Wealth Management sold out of LifeVantage (LFVN) in Q4 2015, closing a stake of 13,850 shares — an estimated $78K sold.

Concert Wealth Management first reported a position in LFVN in Q1 2015 and held it in 3 quarters. The position peaked at $78K in Q3 2015. 52 funds tracked by Wall St. Rank hold LFVN as of Q4 2015.

  • Concert Wealth Management reported no remaining LifeVantage position as of Q4 2015 after selling out during the quarter.
  • Concert Wealth Management sold 13,850 LifeVantage shares in Q4 2015, an estimated $78K.
  • Concert Wealth Management first reported a position in LifeVantage in Q1 2015 and held it in 3 quarters.
  • Concert Wealth Management's LifeVantage position peaked at $78K in Q3 2015.
  • 52 funds tracked by Wall St. Rank held LifeVantage as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.