CWM
UTHR icon

Concert Wealth Management’s United Therapeutics UTHR Stock Holding History

Concert Wealth Management’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-7,350
Closed -$1.28M – 743
2015
Q2 		$1.28M Buy
+7,350
New +$1.32M 0.17% 151

Other funds holding UTHR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Concert Wealth Management's UTHR Position: Q3 2015 in Review

Concert Wealth Management sold out of United Therapeutics (UTHR) in Q3 2015, closing a stake of 7,350 shares — an estimated $1.28M sold.

Concert Wealth Management first reported a position in UTHR in Q2 2015 and held it in 1 quarter. The position peaked at $1.28M in Q2 2015. 372 funds tracked by Wall St. Rank hold UTHR as of Q3 2015.

  • Concert Wealth Management reported no remaining United Therapeutics position as of Q3 2015 after selling out during the quarter.
  • Concert Wealth Management sold 7,350 United Therapeutics shares in Q3 2015, an estimated $1.28M.
  • Concert Wealth Management first reported a position in United Therapeutics in Q2 2015 and held it in 1 quarter.
  • Concert Wealth Management's United Therapeutics position peaked at $1.28M in Q2 2015.
  • 372 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2015.

Based on Concert Wealth Management's 13F filing for Q3 2015, filed 2 Nov 2015.