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Concert Wealth Management’s Mohawk Industries MHK Stock Holding History

Concert Wealth Management’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,112
Closed -$423K – 325
2017
Q1 		$423K Sell
2,112
-48
-2% -$10.5K 0.1% 282
2016
Q4 		$433K Sell
2,160
-97
-4% -$19K 0.1% 284
2016
Q3 		$451K Buy
2,257
+144
+7% +$29.6K 0.05% 397
2016
Q2 		$401K Buy
2,113
+550
+35% +$107K 0.05% 388
2016
Q1 		$301K Buy
1,563
+157
+11% +$27.3K 0.04% 456
2015
Q4 		$267K Buy
+1,406
New +$270K 0.04% 504

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Concert Wealth Management sold out of Mohawk Industries (MHK) in Q2 2017, closing a stake of 2,112 shares — an estimated $423K sold.

Concert Wealth Management first reported a position in MHK in Q4 2015 and held it in 6 quarters. The position peaked at $451K in Q3 2016. 532 funds tracked by Wall St. Rank hold MHK as of Q2 2017.

  • Concert Wealth Management reported no remaining Mohawk Industries position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,112 Mohawk Industries shares in Q2 2017, an estimated $423K.
  • Concert Wealth Management first reported a position in Mohawk Industries in Q4 2015 and held it in 6 quarters.
  • Concert Wealth Management's Mohawk Industries position peaked at $451K in Q3 2016.
  • 532 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2017.

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