CWM
RESN

Concert Wealth Management’s Resonant Inc. RESN Stock Holding History

Concert Wealth Management’s Portfolio RESN Stock Details RESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$1.54M Hold
348,202
– – 6.25% 5
2017
Q2 		$1.54M Buy
+348,202
New +$1.6M 1.5% 11

Other funds holding RESN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concert Wealth Management's RESN Position: Q3 2017 in Review

Concert Wealth Management held its Resonant Inc. (RESN) position steady in Q3 2017 at 348,202 shares worth $1.54M. The position accounts for 6.25% of the portfolio, ranked #5.

Concert Wealth Management first reported a position in RESN in Q2 2017 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold RESN as of Q3 2017.

  • Concert Wealth Management held 348,202 shares of Resonant Inc. worth $1.54M as of Q3 2017.
  • Concert Wealth Management left its Resonant Inc. share count unchanged in Q3 2017.
  • Resonant Inc. made up 6.25% of Concert Wealth Management's portfolio in Q3 2017, its #5 holding.
  • Concert Wealth Management first reported a position in Resonant Inc. in Q2 2017 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Resonant Inc. as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.