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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 – 737
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

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concert Wealth Management's SAP Position: Q4 2015 in Review

Concert Wealth Management sold out of SAP (SAP) in Q4 2015, closing a stake of 7,180 shares — an estimated $465K sold.

Concert Wealth Management first reported a position in SAP in Q4 2013 and held it in 6 quarters. The position peaked at $494K in Q2 2015. 294 funds tracked by Wall St. Rank hold SAP as of Q4 2015.

  • Concert Wealth Management reported no remaining SAP position as of Q4 2015 after selling out during the quarter.
  • Concert Wealth Management sold 7,180 SAP shares in Q4 2015, an estimated $465K.
  • Concert Wealth Management first reported a position in SAP in Q4 2013 and held it in 6 quarters.
  • Concert Wealth Management's SAP position peaked at $494K in Q2 2015.
  • 294 funds tracked by Wall St. Rank held SAP as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.