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Concert Wealth Management’s L3Harris LHX Stock Holding History

Concert Wealth Management’s Portfolio LHX Stock Details LHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-4,337
Closed -$324K – 719
2015
Q2 		$324K Buy
+4,337
New +$344K 0.04% 464

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Concert Wealth Management's LHX Position: Q3 2015 in Review

Concert Wealth Management sold out of L3Harris (LHX) in Q3 2015, closing a stake of 4,337 shares — an estimated $324K sold.

Concert Wealth Management first reported a position in LHX in Q2 2015 and held it in 1 quarter. The position peaked at $324K in Q2 2015. 539 funds tracked by Wall St. Rank hold LHX as of Q3 2015.

  • Concert Wealth Management reported no remaining L3Harris position as of Q3 2015 after selling out during the quarter.
  • Concert Wealth Management sold 4,337 L3Harris shares in Q3 2015, an estimated $324K.
  • Concert Wealth Management first reported a position in L3Harris in Q2 2015 and held it in 1 quarter.
  • Concert Wealth Management's L3Harris position peaked at $324K in Q2 2015.
  • 539 funds tracked by Wall St. Rank held L3Harris as of Q3 2015.

Based on Concert Wealth Management's 13F filing for Q3 2015, filed 2 Nov 2015.