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Concert Wealth Management’s Stryker SYK Stock Holding History

Concert Wealth Management’s Portfolio SYK Stock Details SYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,282
Closed -$510K – 410
2017
Q1 		$510K Buy
4,282
+6
+0.1% +$758 0.12% 246
2016
Q4 		$509K Sell
4,276
-3,548
-45% -$408K 0.11% 249
2016
Q3 		$910K Sell
7,824
-2,060
-21% -$240K 0.11% 237
2016
Q2 		$1.18M Buy
9,884
+2,225
+29% +$249K 0.16% 178
2016
Q1 		$819K Buy
7,659
+1,915
+33% +$189K 0.11% 236
2015
Q4 		$537K Buy
5,744
+345
+6% +$33K 0.07% 338
2015
Q3 		$508K Sell
5,399
-2,606
-33% -$258K 0.07% 356
2015
Q2 		$771K Sell
8,005
-533
-6% -$50.5K 0.1% 267
2015
Q1 		$337K Sell
8,538
-23
-0.3% -$2.14K 0.1% 269
2014
Q4 		$807K Buy
8,561
+5,963
+230% +$529K 0.12% 221
2014
Q3 		$208K Sell
2,598
-250
-9% -$20.6K 0.03% 494
2014
Q2 		$234K Buy
2,848
+111
+4% +$9.06K 0.03% 479
2014
Q1 		$219K Sell
2,737
-277
-9% -$22K 0.03% 483
2013
Q4 		$228K Buy
+3,014
New +$220K 0.03% 460

Other funds holding SYK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

Concert Wealth Management sold out of Stryker (SYK) in Q2 2017, closing a stake of 4,282 shares — an estimated $510K sold.

Concert Wealth Management first reported a position in SYK in Q4 2013 and held it in 14 quarters. The position peaked at $1.18M in Q2 2016. 1,043 funds tracked by Wall St. Rank hold SYK as of Q2 2017.

  • Concert Wealth Management reported no remaining Stryker position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 4,282 Stryker shares in Q2 2017, an estimated $510K.
  • Concert Wealth Management first reported a position in Stryker in Q4 2013 and held it in 14 quarters.
  • Concert Wealth Management's Stryker position peaked at $1.18M in Q2 2016.
  • 1,043 funds tracked by Wall St. Rank held Stryker as of Q2 2017.

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