Concert Wealth Management’s PayPal PYPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-55,403	Closed	-$2.19M	–	378
2017 Q1	$2.19M	Buy	+55,403	New	+$2.32M	0.49%	44
2016 Q4	–	Sell	-61,110	Closed	-$2.49M	–	822
2016 Q3	$2.49M	Sell	61,110 -470	-0.8%	-$18.1K	0.3%	71
2016 Q2	$2.24M	Buy	61,580 +3,249	+6%	+$124K	0.3%	76
2016 Q1	$2.26M	Buy	58,331 +389	+0.7%	+$14.1K	0.3%	74
2015 Q4	$2.09M	Sell	57,942 -922	-2%	-$32.5K	0.28%	81
2015 Q3	$1.83M	Buy	+58,864	New	+$2.11M	0.25%	91

Other funds holding PYPL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Concert Wealth Management's PYPL Position: Q2 2017 in Review

Concert Wealth Management sold out of PayPal (PYPL) in Q2 2017, closing a stake of 55,403 shares — an estimated $2.19M sold.

Concert Wealth Management first reported a position in PYPL in Q3 2015 and held it in 6 quarters. The position peaked at $2.49M in Q3 2016. 1,095 funds tracked by Wall St. Rank hold PYPL as of Q2 2017.

Concert Wealth Management reported no remaining PayPal position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 55,403 PayPal shares in Q2 2017, an estimated $2.19M.
Concert Wealth Management first reported a position in PayPal in Q3 2015 and held it in 6 quarters.
Concert Wealth Management's PayPal position peaked at $2.49M in Q3 2016.
1,095 funds tracked by Wall St. Rank held PayPal as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.