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Concert Wealth Management’s Natural Health Trends NHTC Stock Holding History

Concert Wealth Management’s Portfolio NHTC Stock Details NHTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-14,986
Closed -$495K – 721
2016
Q1 		$495K Sell
14,986
-308
-2% -$8.36K 0.07% 355
2015
Q4 		$519K Buy
+15,294
New +$673K 0.07% 349
2015
Q3 		– Sell
-5,567
Closed -$230K – 724
2015
Q2 		$230K Buy
+5,567
New +$165K 0.03% 589

Other funds holding NHTC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EA
Emerald Acquisition Seattle, Washington $51.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concert Wealth Management's NHTC Position: Q2 2016 in Review

Concert Wealth Management sold out of Natural Health Trends (NHTC) in Q2 2016, closing a stake of 14,986 shares — an estimated $495K sold.

Concert Wealth Management first reported a position in NHTC in Q2 2015 and held it in 3 quarters. The position peaked at $519K in Q4 2015. 83 funds tracked by Wall St. Rank hold NHTC as of Q2 2016.

  • Concert Wealth Management reported no remaining Natural Health Trends position as of Q2 2016 after selling out during the quarter.
  • Concert Wealth Management sold 14,986 Natural Health Trends shares in Q2 2016, an estimated $495K.
  • Concert Wealth Management first reported a position in Natural Health Trends in Q2 2015 and held it in 3 quarters.
  • Concert Wealth Management's Natural Health Trends position peaked at $519K in Q4 2015.
  • 83 funds tracked by Wall St. Rank held Natural Health Trends as of Q2 2016.

Based on Concert Wealth Management's 13F filing for Q2 2016, filed 28 Jul 2016.