CWM
PCL

Concert Wealth Management’s PLUM CREEK TIMBER CO (REIT) PCL Stock Holding History

Concert Wealth Management’s Portfolio PCL Stock Details PCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-18,853
Closed -$896K – 734
2015
Q4 		$896K Sell
18,853
-563
-3% -$25.5K 0.12% 219
2015
Q3 		$778K Buy
19,416
+1,267
+7% +$50.8K 0.11% 251
2015
Q2 		$735K Buy
18,149
+257
+1% +$10.8K 0.09% 278
2015
Q1 		$474K Buy
17,892
+1,980
+12% +$86.3K 0.14% 213
2014
Q4 		$677K Buy
+15,912
New +$654K 0.1% 258

Other funds holding PCL

CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
CCC
Chelsea Counsel Company Los Angeles, California $225M AUM 45.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

Concert Wealth Management's PCL Position: Q1 2016 in Review

Concert Wealth Management sold out of PLUM CREEK TIMBER CO (REIT) (PCL) in Q1 2016, closing a stake of 18,853 shares — an estimated $896K sold.

Concert Wealth Management first reported a position in PCL in Q4 2014 and held it in 5 quarters. The position peaked at $896K in Q4 2015. 4 funds tracked by Wall St. Rank hold PCL as of Q1 2016.

  • Concert Wealth Management reported no remaining PLUM CREEK TIMBER CO (REIT) position as of Q1 2016 after selling out during the quarter.
  • Concert Wealth Management sold 18,853 PLUM CREEK TIMBER CO (REIT) shares in Q1 2016, an estimated $896K.
  • Concert Wealth Management first reported a position in PLUM CREEK TIMBER CO (REIT) in Q4 2014 and held it in 5 quarters.
  • Concert Wealth Management's PLUM CREEK TIMBER CO (REIT) position peaked at $896K in Q4 2015.
  • 4 funds tracked by Wall St. Rank held PLUM CREEK TIMBER CO (REIT) as of Q1 2016.

Based on Concert Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.