Concert Wealth Management’s Netsuite Inc N Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-9,873	Closed	-$719K	–	1055
2016 Q2	$719K	Sell	9,873 -500	-5%	-$38.3K	0.1%	262
2016 Q1	$710K	Hold	10,373	–	–	0.1%	266
2015 Q4	$879K	Sell	10,373 -37	-0.4%	-$3.17K	0.12%	221
2015 Q3	$874K	Buy	10,410 +13	+0.1%	+$1.19K	0.12%	223
2015 Q2	$954K	Buy	10,397 +224	+2%	+$21.2K	0.12%	217
2015 Q1	$0	Hold	10,173	–	–	﹤0.01%	665
2014 Q4	$1.11M	Sell	10,173 -1,080	-10%	-$110K	0.17%	157
2014 Q3	$1.01M	Buy	11,253 +80	+0.7%	+$6.78K	0.14%	130
2014 Q2	$969K	Hold	11,173	–	–	0.12%	142
2014 Q1	$1.03M	Sell	11,173 -327	-3%	-$34.9K	0.13%	130
2013 Q4	$1.19M	Hold	11,500	–	–	0.15%	109
2013 Q3	$1.24M	Buy	+11,500	New	+$1.14M	0.18%	91

Other funds holding N

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

ACPU

Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

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

Concert Wealth Management sold out of Netsuite Inc (N) in Q3 2016, closing a stake of 9,873 shares — an estimated $719K sold.

Concert Wealth Management first reported a position in N in Q3 2013 and held it in 12 quarters. The position peaked at $1.24M in Q3 2013. 218 funds tracked by Wall St. Rank hold N as of Q3 2016.

Concert Wealth Management reported no remaining Netsuite Inc position as of Q3 2016 after selling out during the quarter.
Concert Wealth Management sold 9,873 Netsuite Inc shares in Q3 2016, an estimated $719K.
Concert Wealth Management first reported a position in Netsuite Inc in Q3 2013 and held it in 12 quarters.
Concert Wealth Management's Netsuite Inc position peaked at $1.24M in Q3 2013.
218 funds tracked by Wall St. Rank held Netsuite Inc as of Q3 2016.

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