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Concert Wealth Management’s Sanofi SNY Stock Holding History

Concert Wealth Management’s Portfolio SNY Stock Details SNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-16,013
Closed -$614K – 861
2016
Q3 		$614K Sell
16,013
-519
-3% -$20.8K 0.07% 333
2016
Q2 		$688K Buy
16,532
+1,004
+6% +$41.2K 0.09% 270
2016
Q1 		$620K Sell
15,528
-65
-0.4% -$2.61K 0.08% 297
2015
Q4 		$662K Sell
15,593
-655
-4% -$30.1K 0.09% 295
2015
Q3 		$766K Buy
16,248
+339
+2% +$17.3K 0.1% 254
2015
Q2 		$785K Sell
15,909
-240
-1% -$12.2K 0.1% 260
2015
Q1 		$623K Buy
16,149
+217
+1% +$10.4K 0.18% 168
2014
Q4 		$731K Buy
15,932
+11,677
+274% +$567K 0.11% 242
2014
Q3 		$239K Buy
4,255
+128
+3% +$6.88K 0.03% 445
2014
Q2 		$211K Sell
4,127
-100
-2% -$5.31K 0.03% 502
2014
Q1 		$220K Hold
4,227
– – 0.03% 482
2013
Q4 		$225K Sell
4,227
-70
-2% -$3.61K 0.03% 464
2013
Q3 		$217K Sell
4,297
-18
-0.4% -$916 0.03% 464
2013
Q2 		$221K Buy
+4,315
New +$230K 0.03% 423

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Concert Wealth Management's SNY Position: Q4 2016 in Review

Concert Wealth Management sold out of Sanofi (SNY) in Q4 2016, closing a stake of 16,013 shares — an estimated $614K sold.

Concert Wealth Management first reported a position in SNY in Q2 2013 and held it in 14 quarters. The position peaked at $785K in Q2 2015. 476 funds tracked by Wall St. Rank hold SNY as of Q4 2016.

  • Concert Wealth Management reported no remaining Sanofi position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 16,013 Sanofi shares in Q4 2016, an estimated $614K.
  • Concert Wealth Management first reported a position in Sanofi in Q2 2013 and held it in 14 quarters.
  • Concert Wealth Management's Sanofi position peaked at $785K in Q2 2015.
  • 476 funds tracked by Wall St. Rank held Sanofi as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.