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Concert Wealth Management’s Microchip Technology MCHP Stock Holding History

Concert Wealth Management’s Portfolio MCHP Stock Details MCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-9,410
Closed -$293K – 756
2016
Q3 		$293K Sell
9,410
-112
-1% -$3.26K 0.04% 503
2016
Q2 		$241K Buy
+9,522
New +$237K 0.03% 535

Other funds holding MCHP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Concert Wealth Management sold out of Microchip Technology (MCHP) in Q4 2016, closing a stake of 9,410 shares — an estimated $293K sold.

Concert Wealth Management first reported a position in MCHP in Q2 2016 and held it in 2 quarters. The position peaked at $293K in Q3 2016. 673 funds tracked by Wall St. Rank hold MCHP as of Q4 2016.

  • Concert Wealth Management reported no remaining Microchip Technology position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 9,410 Microchip Technology shares in Q4 2016, an estimated $293K.
  • Concert Wealth Management first reported a position in Microchip Technology in Q2 2016 and held it in 2 quarters.
  • Concert Wealth Management's Microchip Technology position peaked at $293K in Q3 2016.
  • 673 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2016.

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