Concert Wealth Management’s St Jude Medical STJ Stock Holding History

Concert Wealth Management’s Portfolio STJ Stock Details STJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-3,683	Closed	-$288K	–	1053
2016 Q2	$288K	Buy	+3,683	New	+$263K	0.04%	475
2016 Q1	–	Sell	-3,344	Closed	-$208K	–	732
2015 Q4	$208K	Buy	3,344 +7	+0.2%	+$441	0.03%	583
2015 Q3	$212K	Sell	3,337 -655	-16%	-$46.8K	0.03%	595
2015 Q2	$289K	Buy	+3,992	New	+$288K	0.04%	511
2015 Q1	–	Sell	-3,860	Closed	-$250K	–	662
2014 Q4	$250K	Buy	+3,860	New	+$249K	0.04%	518

Other funds holding STJ

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Concert Wealth Management's STJ Position: Q3 2016 in Review

Concert Wealth Management sold out of St Jude Medical (STJ) in Q3 2016, closing a stake of 3,683 shares — an estimated $288K sold.

Concert Wealth Management first reported a position in STJ in Q4 2014 and held it in 5 quarters. The position peaked at $289K in Q2 2015. 570 funds tracked by Wall St. Rank hold STJ as of Q3 2016.

Concert Wealth Management reported no remaining St Jude Medical position as of Q3 2016 after selling out during the quarter.
Concert Wealth Management sold 3,683 St Jude Medical shares in Q3 2016, an estimated $288K.
Concert Wealth Management first reported a position in St Jude Medical in Q4 2014 and held it in 5 quarters.
Concert Wealth Management's St Jude Medical position peaked at $289K in Q2 2015.
570 funds tracked by Wall St. Rank held St Jude Medical as of Q3 2016.

Based on Concert Wealth Management's 13F filing for Q3 2016, filed 27 Oct 2016.