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Concert Wealth Management’s Labcorp LH Stock Holding History

Concert Wealth Management’s Portfolio LH Stock Details LH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,785
Closed -$328K – 753
2016
Q3 		$328K Hold
2,785
– – 0.04% 466
2016
Q2 		$313K Buy
2,785
+11
+0.4% +$1.18K 0.04% 448
2016
Q1 		$279K Buy
2,774
+426
+18% +$40.8K 0.04% 477
2015
Q4 		$248K Buy
+2,348
New +$242K 0.03% 527
2015
Q3 		– Sell
-2,063
Closed -$213K – 718
2015
Q2 		$213K Sell
2,063
-915
-31% -$95.2K 0.03% 620
2015
Q1 		$320K Buy
2,978
+28
+0.9% +$2.88K 0.09% 282
2014
Q4 		$271K Buy
+2,950
New +$261K 0.04% 484

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concert Wealth Management's LH Position: Q4 2016 in Review

Concert Wealth Management sold out of Labcorp (LH) in Q4 2016, closing a stake of 2,785 shares — an estimated $328K sold.

Concert Wealth Management first reported a position in LH in Q4 2014 and held it in 7 quarters. The position peaked at $328K in Q3 2016. 696 funds tracked by Wall St. Rank hold LH as of Q4 2016.

  • Concert Wealth Management reported no remaining Labcorp position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 2,785 Labcorp shares in Q4 2016, an estimated $328K.
  • Concert Wealth Management first reported a position in Labcorp in Q4 2014 and held it in 7 quarters.
  • Concert Wealth Management's Labcorp position peaked at $328K in Q3 2016.
  • 696 funds tracked by Wall St. Rank held Labcorp as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.