CWM
NVR icon

Concert Wealth Management’s NVR NVR Stock Holding History

Concert Wealth Management’s Portfolio NVR Stock Details NVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-132
Closed -$220K – 778
2016
Q3 		$220K Sell
132
-3
-2% -$5.11K 0.03% 607
2016
Q2 		$244K Buy
135
+3
+2% +$5.13K 0.03% 532
2016
Q1 		$229K Buy
+132
New +$213K 0.03% 554

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

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

Concert Wealth Management sold out of NVR (NVR) in Q4 2016, closing a stake of 132 shares — an estimated $220K sold.

Concert Wealth Management first reported a position in NVR in Q1 2016 and held it in 3 quarters. The position peaked at $244K in Q2 2016. 293 funds tracked by Wall St. Rank hold NVR as of Q4 2016.

  • Concert Wealth Management reported no remaining NVR position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 132 NVR shares in Q4 2016, an estimated $220K.
  • Concert Wealth Management first reported a position in NVR in Q1 2016 and held it in 3 quarters.
  • Concert Wealth Management's NVR position peaked at $244K in Q2 2016.
  • 293 funds tracked by Wall St. Rank held NVR as of Q4 2016.

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