Concert Wealth Management’s Pacific Biosciences PACB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-10,250	Closed	-$40K	–	506
2016 Q4	$40K	Sell	10,250 -4,250	-29%	-$30.9K	0.01%	488
2016 Q3	$129K	Hold	14,500	–	–	0.02%	721
2016 Q2	$103K	Hold	14,500	–	–	0.01%	644
2016 Q1	$123K	Buy	14,500 +3,000	+26%	+$29.5K	0.02%	638
2015 Q4	$151K	Buy	+11,500	New	+$103K	0.02%	626

Other funds holding PACB

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCM

Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return

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

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Concert Wealth Management's PACB Position: Q1 2017 in Review

Concert Wealth Management sold out of Pacific Biosciences (PACB) in Q1 2017, closing a stake of 10,250 shares — an estimated $40K sold.

Concert Wealth Management first reported a position in PACB in Q4 2015 and held it in 5 quarters. The position peaked at $151K in Q4 2015. 106 funds tracked by Wall St. Rank hold PACB as of Q1 2017.

Concert Wealth Management reported no remaining Pacific Biosciences position as of Q1 2017 after selling out during the quarter.
Concert Wealth Management sold 10,250 Pacific Biosciences shares in Q1 2017, an estimated $40K.
Concert Wealth Management first reported a position in Pacific Biosciences in Q4 2015 and held it in 5 quarters.
Concert Wealth Management's Pacific Biosciences position peaked at $151K in Q4 2015.
106 funds tracked by Wall St. Rank held Pacific Biosciences as of Q1 2017.

Based on Concert Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.