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Concert Wealth Management’s Eli Lilly LLY Stock Holding History

Concert Wealth Management’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-13,910
Closed -$1.02M – 308
2017
Q1 		$1.02M Buy
13,910
+1,514
+12% +$121K 0.23% 124
2016
Q4 		$911K Sell
12,396
-9,084
-42% -$677K 0.2% 142
2016
Q3 		$1.72M Buy
21,480
+337
+2% +$27K 0.21% 118
2016
Q2 		$1.68M Buy
21,143
+1,643
+8% +$124K 0.23% 113
2016
Q1 		$1.4M Buy
19,500
+1,931
+11% +$146K 0.19% 135
2015
Q4 		$1.48M Buy
17,569
+360
+2% +$29.9K 0.2% 127
2015
Q3 		$1.44M Buy
17,209
+392
+2% +$33.1K 0.19% 130
2015
Q2 		$1.4M Buy
16,817
+585
+4% +$44.6K 0.18% 140
2015
Q1 		$676K Buy
16,232
+3,136
+24% +$223K 0.19% 152
2014
Q4 		$905K Buy
13,096
+6,621
+102% +$447K 0.14% 194
2014
Q3 		$412K Sell
6,475
-200
-3% -$12.7K 0.06% 311
2014
Q2 		$398K Sell
6,675
-113
-2% -$6.74K 0.05% 343
2014
Q1 		$398K Sell
6,788
-373
-5% -$20.8K 0.05% 332
2013
Q4 		$364K Sell
7,161
-454
-6% -$22.7K 0.05% 332
2013
Q3 		$384K Sell
7,615
-39
-0.5% -$2.04K 0.05% 310
2013
Q2 		$379K Buy
+7,654
New +$416K 0.06% 284

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Concert Wealth Management sold out of Eli Lilly (LLY) in Q2 2017, closing a stake of 13,910 shares — an estimated $1.02M sold.

Concert Wealth Management first reported a position in LLY in Q2 2013 and held it in 16 quarters. The position peaked at $1.72M in Q3 2016. 1,246 funds tracked by Wall St. Rank hold LLY as of Q2 2017.

  • Concert Wealth Management reported no remaining Eli Lilly position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 13,910 Eli Lilly shares in Q2 2017, an estimated $1.02M.
  • Concert Wealth Management first reported a position in Eli Lilly in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Eli Lilly position peaked at $1.72M in Q3 2016.
  • 1,246 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2017.

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