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Concert Wealth Management’s SAP SAP Stock Holding History

Concert Wealth Management’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-7,180
Closed -$465K – 739
2015
Q3 		$465K Buy
7,180
+184
+3% +$12.7K 0.06% 377
2015
Q2 		$494K Buy
+6,996
New +$519K 0.06% 362
2014
Q4 		– Sell
-3,809
Closed -$272K – 662
2014
Q3 		$272K Buy
3,809
+320
+9% +$24.9K 0.04% 408
2014
Q2 		$244K Sell
3,489
-165
-5% -$12.8K 0.03% 469
2014
Q1 		$294K Buy
3,654
+974
+36% +$77.2K 0.04% 409
2013
Q4 		$235K Buy
+2,680
New +$213K 0.03% 452

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Goldman Sachs
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SI
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SGA
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return