CWM
TPLM

Concert Wealth Management’s Triangle Petroleum Corporation TPLM Stock Holding History

Concert Wealth Management’s Portfolio TPLM Stock Details TPLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-10,550
Closed -$87K – 590
2014
Q1 		$87K Hold
10,550
– – 0.01% 543
2013
Q4 		$87K Buy
+10,550
New +$107K 0.01% 519

Other funds holding TPLM

TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
GFWEX
G.F.W. Energy X Dallas, Texas $15.3M AUM 35.07% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

Concert Wealth Management's TPLM Position: Q2 2014 in Review

Concert Wealth Management sold out of Triangle Petroleum Corporation (TPLM) in Q2 2014, closing a stake of 10,550 shares — an estimated $87K sold.

Concert Wealth Management first reported a position in TPLM in Q4 2013 and held it in 2 quarters. The position peaked at $87K in Q1 2014. 154 funds tracked by Wall St. Rank hold TPLM as of Q2 2014.

  • Concert Wealth Management reported no remaining Triangle Petroleum Corporation position as of Q2 2014 after selling out during the quarter.
  • Concert Wealth Management sold 10,550 Triangle Petroleum Corporation shares in Q2 2014, an estimated $87K.
  • Concert Wealth Management first reported a position in Triangle Petroleum Corporation in Q4 2013 and held it in 2 quarters.
  • Concert Wealth Management's Triangle Petroleum Corporation position peaked at $87K in Q1 2014.
  • 154 funds tracked by Wall St. Rank held Triangle Petroleum Corporation as of Q2 2014.

Based on Concert Wealth Management's 13F filing for Q2 2014, filed 31 Jul 2014.