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Concert Wealth Management’s ServiceNow NOW Stock Holding History

Concert Wealth Management’s Portfolio NOW Stock Details NOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-12,825
Closed -$203K – 773
2016
Q3 		$203K Buy
+12,825
New +$189K 0.02% 641
2016
Q1 		– Sell
-11,710
Closed -$204K – 701
2015
Q4 		$204K Buy
+11,710
New +$193K 0.03% 586

Other funds holding NOW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Concert Wealth Management's NOW Position: Q4 2016 in Review

Concert Wealth Management sold out of ServiceNow (NOW) in Q4 2016, closing a stake of 12,825 shares — an estimated $203K sold.

Concert Wealth Management first reported a position in NOW in Q4 2015 and held it in 2 quarters. The position peaked at $204K in Q4 2015. 350 funds tracked by Wall St. Rank hold NOW as of Q4 2016.

  • Concert Wealth Management reported no remaining ServiceNow position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 12,825 ServiceNow shares in Q4 2016, an estimated $203K.
  • Concert Wealth Management first reported a position in ServiceNow in Q4 2015 and held it in 2 quarters.
  • Concert Wealth Management's ServiceNow position peaked at $204K in Q4 2015.
  • 350 funds tracked by Wall St. Rank held ServiceNow as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.