Concert Wealth Management’s Douglas Dynamics PLOW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-33,124	Closed	-$759K	–	727
2016 Q1	$759K	Sell	33,124 -913	-3%	-$18.3K	0.1%	255
2015 Q4	$720K	Sell	34,037 -953	-3%	-$20.9K	0.1%	267
2015 Q3	$702K	Sell	34,990 -67	-0.2%	-$1.42K	0.1%	270
2015 Q2	$761K	Buy	+35,057	New	+$761K	0.1%	270

Other funds holding PLOW

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Concert Wealth Management's PLOW Position: Q2 2016 in Review

Concert Wealth Management sold out of Douglas Dynamics (PLOW) in Q2 2016, closing a stake of 33,124 shares — an estimated $759K sold.

Concert Wealth Management first reported a position in PLOW in Q2 2015 and held it in 4 quarters. The position peaked at $761K in Q2 2015. 143 funds tracked by Wall St. Rank hold PLOW as of Q2 2016.

Concert Wealth Management reported no remaining Douglas Dynamics position as of Q2 2016 after selling out during the quarter.
Concert Wealth Management sold 33,124 Douglas Dynamics shares in Q2 2016, an estimated $759K.
Concert Wealth Management first reported a position in Douglas Dynamics in Q2 2015 and held it in 4 quarters.
Concert Wealth Management's Douglas Dynamics position peaked at $761K in Q2 2015.
143 funds tracked by Wall St. Rank held Douglas Dynamics as of Q2 2016.

Based on Concert Wealth Management's 13F filing for Q2 2016, filed 28 Jul 2016.