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Concert Wealth Management’s VOC Energy VOC Stock Holding History

Concert Wealth Management’s Portfolio VOC Stock Details VOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-22,349
Closed -$66K – 913
2016
Q3 		$66K Buy
+22,349
New +$69.2K 0.01% 785

Other funds holding VOC

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Concert Wealth Management sold out of VOC Energy (VOC) in Q4 2016, closing a stake of 22,349 shares — an estimated $66K sold.

Concert Wealth Management first reported a position in VOC in Q3 2016 and held it in 1 quarter. The position peaked at $66K in Q3 2016. 29 funds tracked by Wall St. Rank hold VOC as of Q4 2016.

  • Concert Wealth Management reported no remaining VOC Energy position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 22,349 VOC Energy shares in Q4 2016, an estimated $66K.
  • Concert Wealth Management first reported a position in VOC Energy in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's VOC Energy position peaked at $66K in Q3 2016.
  • 29 funds tracked by Wall St. Rank held VOC Energy as of Q4 2016.

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