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Concert Wealth Management’s Nike NKE Stock Holding History

Concert Wealth Management’s Portfolio NKE Stock Details NKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-19,166
Closed -$972K – 339
2017
Q1 		$972K Sell
19,166
-2,905
-13% -$161K 0.22% 132
2016
Q4 		$1.12M Sell
22,071
-9,624
-30% -$494K 0.25% 116
2016
Q3 		$1.66M Sell
31,695
-1,494
-5% -$84.3K 0.2% 121
2016
Q2 		$1.83M Buy
33,189
+4,448
+15% +$253K 0.25% 101
2016
Q1 		$1.77M Sell
28,741
-2,566
-8% -$155K 0.24% 113
2015
Q4 		$1.97M Buy
31,307
+4,029
+15% +$260K 0.26% 88
2015
Q3 		$1.68M Buy
27,278
+5,376
+25% +$304K 0.23% 103
2015
Q2 		$1.18M Sell
21,902
-718
-3% -$36.8K 0.15% 166
2015
Q1 		$827K Sell
22,620
-2,792
-11% -$133K 0.24% 117
2014
Q4 		$1.22M Sell
25,412
-8,160
-24% -$383K 0.19% 138
2014
Q3 		$1.5M Sell
33,572
-74
-0.2% -$2.94K 0.2% 79
2014
Q2 		$1.24M Buy
33,646
+820
+2% +$30.5K 0.15% 106
2014
Q1 		$1.21M Buy
32,826
+9,468
+41% +$358K 0.15% 107
2013
Q4 		$923K Sell
23,358
-1,360
-6% -$52.1K 0.12% 144
2013
Q3 		$901K Sell
24,718
-194
-0.8% -$6.33K 0.13% 132
2013
Q2 		$796K Buy
+24,912
New +$775K 0.12% 140

Other funds holding NKE

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concert Wealth Management's NKE Position: Q2 2017 in Review

Concert Wealth Management sold out of Nike (NKE) in Q2 2017, closing a stake of 19,166 shares — an estimated $972K sold.

Concert Wealth Management first reported a position in NKE in Q2 2013 and held it in 16 quarters. The position peaked at $1.97M in Q4 2015. 1,341 funds tracked by Wall St. Rank hold NKE as of Q2 2017.

  • Concert Wealth Management reported no remaining Nike position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 19,166 Nike shares in Q2 2017, an estimated $972K.
  • Concert Wealth Management first reported a position in Nike in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Nike position peaked at $1.97M in Q4 2015.
  • 1,341 funds tracked by Wall St. Rank held Nike as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.