CWM
PETM

Concert Wealth Management’s PETSMART INC PETM Stock Holding History

Concert Wealth Management’s Portfolio PETM Stock Details PETM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-12,322
Closed -$995K – 673
2014
Q4 		$995K Buy
+12,322
New +$913K 0.15% 177
2014
Q1 		– Sell
-9,443
Closed -$685K – 595
2013
Q4 		$685K Buy
9,443
+1,196
+15% +$87.5K 0.09% 204
2013
Q3 		$629K Buy
8,247
+1,714
+26% +$124K 0.09% 204
2013
Q2 		$433K Buy
+6,533
New +$440K 0.06% 248

Other funds holding PETM

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
ACM
Apex Capital Management Dayton, Ohio $4.54B AUM 1.74% 1-Year Est. Return

Concert Wealth Management's PETM Position: Q1 2015 in Review

Concert Wealth Management sold out of PETSMART INC (PETM) in Q1 2015, closing a stake of 12,322 shares — an estimated $995K sold.

Concert Wealth Management first reported a position in PETM in Q2 2013 and held it in 4 quarters. The position peaked at $995K in Q4 2014. 3 funds tracked by Wall St. Rank hold PETM as of Q1 2015.

  • Concert Wealth Management reported no remaining PETSMART INC position as of Q1 2015 after selling out during the quarter.
  • Concert Wealth Management sold 12,322 PETSMART INC shares in Q1 2015, an estimated $995K.
  • Concert Wealth Management first reported a position in PETSMART INC in Q2 2013 and held it in 4 quarters.
  • Concert Wealth Management's PETSMART INC position peaked at $995K in Q4 2014.
  • 3 funds tracked by Wall St. Rank held PETSMART INC as of Q1 2015.

Based on Concert Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.