CWM
NBL

Concert Wealth Management’s Noble Energy, Inc. NBL Stock Holding History

Concert Wealth Management’s Portfolio NBL Stock Details NBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-15,955
Closed -$316K – 727
2015
Q1 		$316K Buy
15,955
+796
+5% +$37.2K 0.09% 283
2014
Q4 		$723K Buy
+15,159
New +$822K 0.11% 244

Other funds holding NBL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Concert Wealth Management's NBL Position: Q2 2015 in Review

Concert Wealth Management sold out of Noble Energy, Inc. (NBL) in Q2 2015, closing a stake of 15,955 shares — an estimated $316K sold.

Concert Wealth Management first reported a position in NBL in Q4 2014 and held it in 2 quarters. The position peaked at $723K in Q4 2014. 511 funds tracked by Wall St. Rank hold NBL as of Q2 2015.

  • Concert Wealth Management reported no remaining Noble Energy, Inc. position as of Q2 2015 after selling out during the quarter.
  • Concert Wealth Management sold 15,955 Noble Energy, Inc. shares in Q2 2015, an estimated $316K.
  • Concert Wealth Management first reported a position in Noble Energy, Inc. in Q4 2014 and held it in 2 quarters.
  • Concert Wealth Management's Noble Energy, Inc. position peaked at $723K in Q4 2014.
  • 511 funds tracked by Wall St. Rank held Noble Energy, Inc. as of Q2 2015.

Based on Concert Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.