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Concert Wealth Management’s Lam Research LRCX Stock Holding History

Concert Wealth Management’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-72,320
Closed -$768K – 313
2017
Q1 		$768K Sell
72,320
-1,340
-2% -$15.8K 0.17% 172
2016
Q4 		$782K Sell
73,660
-28,490
-28% -$289K 0.17% 176
2016
Q3 		$965K Sell
102,150
-3,130
-3% -$28.5K 0.12% 228
2016
Q2 		$885K Buy
105,280
+4,080
+4% +$32.8K 0.12% 226
2016
Q1 		$834K Buy
101,200
+360
+0.4% +$2.62K 0.11% 231
2015
Q4 		$798K Buy
100,840
+27,450
+37% +$206K 0.11% 241
2015
Q3 		$488K Sell
73,390
-30,900
-30% -$226K 0.07% 365
2015
Q2 		$845K Buy
104,290
+810
+0.8% +$6.36K 0.11% 238
2015
Q1 		$419K Buy
103,480
+6,770
+7% +$53.5K 0.12% 233
2014
Q4 		$765K Buy
96,710
+13,140
+16% +$102K 0.12% 234
2014
Q3 		$618K Buy
83,570
+1,910
+2% +$13.6K 0.08% 222
2014
Q2 		$528K Sell
81,660
-450
-0.5% -$2.69K 0.06% 263
2014
Q1 		$443K Sell
82,110
-15,350
-16% -$81.5K 0.06% 307
2013
Q4 		$528K Buy
97,460
+6,940
+8% +$36.5K 0.07% 247
2013
Q3 		$461K Buy
90,520
+2,080
+2% +$10.2K 0.07% 264
2013
Q2 		$389K Buy
+88,440
New +$400K 0.06% 276

Other funds holding LRCX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Concert Wealth Management sold out of Lam Research (LRCX) in Q2 2017, closing a stake of 72,320 shares — an estimated $768K sold.

Concert Wealth Management first reported a position in LRCX in Q2 2013 and held it in 16 quarters. The position peaked at $965K in Q3 2016. 739 funds tracked by Wall St. Rank hold LRCX as of Q2 2017.

  • Concert Wealth Management reported no remaining Lam Research position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 72,320 Lam Research shares in Q2 2017, an estimated $768K.
  • Concert Wealth Management first reported a position in Lam Research in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Lam Research position peaked at $965K in Q3 2016.
  • 739 funds tracked by Wall St. Rank held Lam Research as of Q2 2017.

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