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	–	865
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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return