CWM
VMW

Concert Wealth Management’s VMware, Inc VMW Stock Holding History

Concert Wealth Management’s Portfolio VMW Stock Details VMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,851
Closed -$225K – 755
2015
Q3 		$225K Buy
2,851
+269
+10% +$22.4K 0.03% 577
2015
Q2 		$223K Buy
+2,582
New +$225K 0.03% 601
2015
Q1 		– Sell
-2,582
Closed -$214K – 643
2014
Q4 		$214K Buy
+2,582
New +$220K 0.03% 559

Other funds holding VMW

CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Concert Wealth Management's VMW Position: Q4 2015 in Review

Concert Wealth Management sold out of VMware, Inc (VMW) in Q4 2015, closing a stake of 2,851 shares — an estimated $225K sold.

Concert Wealth Management first reported a position in VMW in Q4 2014 and held it in 3 quarters. The position peaked at $225K in Q3 2015. 359 funds tracked by Wall St. Rank hold VMW as of Q4 2015.

  • Concert Wealth Management reported no remaining VMware, Inc position as of Q4 2015 after selling out during the quarter.
  • Concert Wealth Management sold 2,851 VMware, Inc shares in Q4 2015, an estimated $225K.
  • Concert Wealth Management first reported a position in VMware, Inc in Q4 2014 and held it in 3 quarters.
  • Concert Wealth Management's VMware, Inc position peaked at $225K in Q3 2015.
  • 359 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.