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Concert Wealth Management’s Netflix NFLX Stock Holding History

Concert Wealth Management’s Portfolio NFLX Stock Details NFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,000
Closed -$1K – 1030
2016
Q2 		$1K Buy
+1,000
New +$9.61K ﹤0.01% 682

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Fidelity Investments
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Concert Wealth Management sold out of Netflix (NFLX) in Q3 2017, closing a stake of 13,500 shares — an estimated $201K sold.

Concert Wealth Management first reported a position in NFLX in Q2 2015 and held it in 9 quarters. The position peaked at $1.75M in Q4 2016. 930 funds tracked by Wall St. Rank hold NFLX as of Q3 2017.

  • Concert Wealth Management reported no remaining Netflix position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 13,500 Netflix shares in Q3 2017, an estimated $201K.
  • Concert Wealth Management first reported a position in Netflix in Q2 2015 and held it in 9 quarters.
  • Concert Wealth Management's Netflix position peaked at $1.75M in Q4 2016.
  • 930 funds tracked by Wall St. Rank held Netflix as of Q3 2017.

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