CWM
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Concert Wealth Management’s Timken Company TKR Stock Holding History

Concert Wealth Management’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-6,160
Closed -$227K – 738
2015
Q2 		$227K Buy
6,160
+121
+2% +$4.82K 0.03% 593
2015
Q1 		$224K Buy
6,039
+108
+2% +$4.48K 0.06% 368
2014
Q4 		$254K Buy
5,931
+650
+12% +$27.3K 0.04% 512
2014
Q3 		$223K Sell
5,281
-2,014
-28% -$92.7K 0.03% 471
2014
Q2 		$335K Sell
7,295
-74
-1% -$3.35K 0.04% 388
2014
Q1 		$310K Buy
7,369
+1,437
+24% +$59K 0.04% 401
2013
Q4 		$236K Buy
5,932
+1,217
+26% +$47.5K 0.03% 449
2013
Q3 		$202K Sell
4,715
-3,167
-40% -$136K 0.03% 484
2013
Q2 		$319K Buy
+7,882
New +$312K 0.05% 327

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VVP
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PIM
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