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Concert Wealth Management’s Under Armour Class C UA Stock Holding History

Concert Wealth Management’s Portfolio UA Stock Details UA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,603
Closed -$154K – 892
2016
Q3 		$154K Buy
+4,603
New +$166K 0.02% 696

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Brown Advisory
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BAMCO Inc
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1832 Asset Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BCM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Concert Wealth Management's UA Position: Q4 2016 in Review

Concert Wealth Management sold out of Under Armour Class C (UA) in Q4 2016, closing a stake of 4,603 shares — an estimated $154K sold.

Concert Wealth Management first reported a position in UA in Q3 2016 and held it in 1 quarter. The position peaked at $154K in Q3 2016. 480 funds tracked by Wall St. Rank hold UA as of Q4 2016.

  • Concert Wealth Management reported no remaining Under Armour Class C position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 4,603 Under Armour Class C shares in Q4 2016, an estimated $154K.
  • Concert Wealth Management first reported a position in Under Armour Class C in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Under Armour Class C position peaked at $154K in Q3 2016.
  • 480 funds tracked by Wall St. Rank held Under Armour Class C as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.