Concert Wealth Management’s NVIDIA NVDA Stock Holding History

Concert Wealth Management’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-72,000	Closed	-$74K	–	346
2017 Q1	$74K	Hold	72,000	–	–	0.02%	478
2016 Q4	$74K	Sell	72,000 -8,000	-10%	-$16.7K	0.02%	480
2016 Q3	$40K	Buy	80,000 +28,000	+54%	+$41.3K	﹤0.01%	842
2016 Q2	$9K	Buy	+52,000	New	+$53.6K	﹤0.01%	675
2015 Q3	–	Sell	-400,000	Closed	-$18K	–	726
2015 Q2	$18K	Buy	+400,000	New	+$217K	﹤0.01%	694
2015 Q1	–	Sell	-412,000	Closed	-$23K	–	577
2014 Q4	$23K	Buy	+412,000	New	+$201K	﹤0.01%	623

Other funds holding NVDA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Concert Wealth Management sold out of NVIDIA (NVDA) in Q2 2017, closing a stake of 1,122,560 shares — an estimated $3M sold.

Concert Wealth Management first reported a position in NVDA in Q4 2014 and held it in 10 quarters. The position peaked at $3M in Q1 2017. 914 funds tracked by Wall St. Rank hold NVDA as of Q2 2017.

Concert Wealth Management reported no remaining NVIDIA position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 1,122,560 NVIDIA shares in Q2 2017, an estimated $3M.
Concert Wealth Management first reported a position in NVIDIA in Q4 2014 and held it in 10 quarters.
Concert Wealth Management's NVIDIA position peaked at $3M in Q1 2017.
914 funds tracked by Wall St. Rank held NVIDIA as of Q2 2017.

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