Concert Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-723	Closed	-$269K	–	385
2017 Q1	$269K	Buy	723 +3	+0.4%	+$1.11K	0.06%	374
2016 Q4	$267K	Sell	720 -318	-31%	-$121K	0.06%	378
2016 Q3	$416K	Buy	1,038 +102	+11%	+$40.9K	0.05%	417
2016 Q2	$325K	Buy	936 +187	+25%	+$72K	0.04%	433
2016 Q1	$271K	Sell	749 -79	-10%	-$32.6K	0.04%	490
2015 Q4	$450K	Buy	828 +26	+3%	+$14.1K	0.06%	379
2015 Q3	$375K	Buy	802 +15	+2%	+$8.05K	0.05%	420
2015 Q2	$402K	Buy	787 +29	+4%	+$14.2K	0.05%	410
2015 Q1	$252K	Hold	758	–	–	0.07%	343
2014 Q4	$312K	Buy	758 +13	+2%	+$5.11K	0.05%	448
2014 Q3	$269K	Buy	+745	New	+$250K	0.04%	411

Other funds holding REGN

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

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

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

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

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Concert Wealth Management sold out of Regeneron Pharmaceuticals (REGN) in Q2 2017, closing a stake of 723 shares — an estimated $269K sold.

Concert Wealth Management first reported a position in REGN in Q3 2014 and held it in 11 quarters. The position peaked at $450K in Q4 2015. 603 funds tracked by Wall St. Rank hold REGN as of Q2 2017.

Concert Wealth Management reported no remaining Regeneron Pharmaceuticals position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 723 Regeneron Pharmaceuticals shares in Q2 2017, an estimated $269K.
Concert Wealth Management first reported a position in Regeneron Pharmaceuticals in Q3 2014 and held it in 11 quarters.
Concert Wealth Management's Regeneron Pharmaceuticals position peaked at $450K in Q4 2015.
603 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2017.

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