CWM
MU icon

Concert Wealth Management’s Micron Technology MU Stock Holding History

Concert Wealth Management’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-10,000
Closed -$2K – 1029
2016
Q2 		$2K Buy
+10,000
New +$114K ﹤0.01% 680
2015
Q4 		– Sell
-10,000
Closed -$2K – 726
2015
Q3 		$2K Sell
10,000
-200
-2% -$3.44K ﹤0.01% 701
2015
Q2 		$3K Buy
+10,200
New +$272K ﹤0.01% 697

Other funds holding MU

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Concert Wealth Management's MU Position: Q3 2017 in Review

Concert Wealth Management sold out of Micron Technology (MU) in Q3 2017, closing a stake of 7,839 shares — an estimated $234K sold.

Concert Wealth Management first reported a position in MU in Q4 2014 and held it in 11 quarters. The position peaked at $560K in Q3 2016. 754 funds tracked by Wall St. Rank hold MU as of Q3 2017.

  • Concert Wealth Management reported no remaining Micron Technology position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 7,839 Micron Technology shares in Q3 2017, an estimated $234K.
  • Concert Wealth Management first reported a position in Micron Technology in Q4 2014 and held it in 11 quarters.
  • Concert Wealth Management's Micron Technology position peaked at $560K in Q3 2016.
  • 754 funds tracked by Wall St. Rank held Micron Technology as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.