Concert Wealth Management’s Mobile Mini Inc MINI Stock Holding History

Concert Wealth Management’s Portfolio MINI Stock Details MINI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-6,293	Closed	-$219K	–	1047
2016 Q2	$219K	Buy	6,293 +137	+2%	+$4.58K	0.03%	574
2016 Q1	$203K	Buy	+6,156	New	+$174K	0.03%	586
2015 Q4	–	Sell	-6,487	Closed	-$200K	–	761
2015 Q3	$200K	Buy	6,487 +752	+13%	+$26.6K	0.03%	616
2015 Q2	$241K	Sell	5,735 -146	-2%	-$5.98K	0.03%	577
2015 Q1	$243K	Sell	5,881 -66	-1%	-$2.63K	0.07%	348
2014 Q4	$241K	Buy	+5,947	New	+$240K	0.04%	529
2014 Q3	–	Sell	-5,345	Closed	-$251K	–	586
2014 Q2	$251K	Buy	5,345 +60	+1%	+$2.66K	0.03%	458
2014 Q1	$224K	Sell	5,285 -425	-7%	-$17.7K	0.03%	476
2013 Q4	$236K	Buy	+5,710	New	+$213K	0.03%	450

Other funds holding MINI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Concert Wealth Management's MINI Position: Q3 2016 in Review

Concert Wealth Management sold out of Mobile Mini Inc (MINI) in Q3 2016, closing a stake of 6,293 shares — an estimated $219K sold.

Concert Wealth Management first reported a position in MINI in Q4 2013 and held it in 9 quarters. The position peaked at $251K in Q2 2014. 168 funds tracked by Wall St. Rank hold MINI as of Q3 2016.

Concert Wealth Management reported no remaining Mobile Mini Inc position as of Q3 2016 after selling out during the quarter.
Concert Wealth Management sold 6,293 Mobile Mini Inc shares in Q3 2016, an estimated $219K.
Concert Wealth Management first reported a position in Mobile Mini Inc in Q4 2013 and held it in 9 quarters.
Concert Wealth Management's Mobile Mini Inc position peaked at $251K in Q2 2014.
168 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q3 2016.

Based on Concert Wealth Management's 13F filing for Q3 2016, filed 27 Oct 2016.