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Concert Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Concert Wealth Management’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,019
Closed -$224K – 327
2017
Q1 		$224K Sell
1,019
-2,803
-73% -$618K 0.05% 424
2016
Q4 		$845K Sell
3,822
-395
-9% -$81.2K 0.19% 162
2016
Q3 		$751K Buy
+4,217
New +$805K 0.09% 281

Other funds holding MLM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Concert Wealth Management sold out of Martin Marietta Materials (MLM) in Q2 2017, closing a stake of 1,019 shares — an estimated $224K sold.

Concert Wealth Management first reported a position in MLM in Q3 2016 and held it in 3 quarters. The position peaked at $845K in Q4 2016. 509 funds tracked by Wall St. Rank hold MLM as of Q2 2017.

  • Concert Wealth Management reported no remaining Martin Marietta Materials position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 1,019 Martin Marietta Materials shares in Q2 2017, an estimated $224K.
  • Concert Wealth Management first reported a position in Martin Marietta Materials in Q3 2016 and held it in 3 quarters.
  • Concert Wealth Management's Martin Marietta Materials position peaked at $845K in Q4 2016.
  • 509 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2017.

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