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Concert Wealth Management’s Skyworks Solutions SWKS Stock Holding History

Concert Wealth Management’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,387
Closed -$478K – 409
2017
Q1 		$478K Sell
6,387
-77
-1% -$7.03K 0.11% 257
2016
Q4 		$484K Sell
6,464
-4,402
-41% -$339K 0.11% 260
2016
Q3 		$828K Buy
10,866
+327
+3% +$22.8K 0.1% 255
2016
Q2 		$665K Sell
10,539
-3,389
-24% -$230K 0.09% 279
2016
Q1 		$1.08M Buy
13,928
+3,393
+32% +$230K 0.15% 184
2015
Q4 		$812K Sell
10,535
-4,238
-29% -$339K 0.11% 240
2015
Q3 		$1.25M Buy
14,773
+3,119
+27% +$285K 0.17% 150
2015
Q2 		$1.21M Sell
11,654
-882
-7% -$89.3K 0.16% 159
2015
Q1 		$433K Buy
12,536
+5,860
+88% +$500K 0.12% 226
2014
Q4 		$490K Buy
6,676
+1,117
+20% +$69.3K 0.07% 324
2014
Q3 		$325K Buy
+5,559
New +$296K 0.04% 367
2014
Q1 		– Sell
-16,794
Closed -$484K – 581
2013
Q4 		$484K Buy
16,794
+60
+0.4% +$1.57K 0.06% 266
2013
Q3 		$405K Sell
16,734
-1,775
-10% -$43.1K 0.06% 295
2013
Q2 		$407K Buy
+18,509
New +$410K 0.06% 269

Other funds holding SWKS

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concert Wealth Management's SWKS Position: Q2 2017 in Review

Concert Wealth Management sold out of Skyworks Solutions (SWKS) in Q2 2017, closing a stake of 6,387 shares — an estimated $478K sold.

Concert Wealth Management first reported a position in SWKS in Q2 2013 and held it in 14 quarters. The position peaked at $1.25M in Q3 2015. 705 funds tracked by Wall St. Rank hold SWKS as of Q2 2017.

  • Concert Wealth Management reported no remaining Skyworks Solutions position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 6,387 Skyworks Solutions shares in Q2 2017, an estimated $478K.
  • Concert Wealth Management first reported a position in Skyworks Solutions in Q2 2013 and held it in 14 quarters.
  • Concert Wealth Management's Skyworks Solutions position peaked at $1.25M in Q3 2015.
  • 705 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.