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Concert Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Concert Wealth Management’s Portfolio VRTX Stock Details VRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5,283
Closed -$392K – 435
2017
Q1 		$392K Sell
5,283
-108
-2% -$9.51K 0.09% 302
2016
Q4 		$400K Sell
5,391
-2,673
-33% -$217K 0.09% 302
2016
Q3 		$702K Sell
8,064
-57
-0.7% -$5.39K 0.09% 297
2016
Q2 		$699K Buy
8,121
+589
+8% +$50.9K 0.09% 268
2016
Q1 		$602K Sell
7,532
-138
-2% -$12.5K 0.08% 306
2015
Q4 		$966K Buy
7,670
+21
+0.3% +$2.54K 0.13% 201
2015
Q3 		$794K Sell
7,649
-125
-2% -$16.1K 0.11% 246
2015
Q2 		$960K Sell
7,774
-400
-5% -$50.4K 0.12% 214
2015
Q1 		$530K Sell
8,174
-1,116
-12% -$134K 0.15% 190
2014
Q4 		$1.11M Buy
9,290
+239
+3% +$26.9K 0.17% 156
2014
Q3 		$1.01M Sell
9,051
-35
-0.4% -$3.33K 0.14% 129
2014
Q2 		$831K Sell
9,086
-127
-1% -$8.9K 0.1% 172
2014
Q1 		$630K Sell
9,213
-4,200
-31% -$333K 0.08% 226
2013
Q4 		$988K Buy
13,413
+1,410
+12% +$98.2K 0.13% 136
2013
Q3 		$919K Buy
12,003
+600
+5% +$47.7K 0.13% 128
2013
Q2 		$912K Buy
+11,403
New +$840K 0.14% 116

Other funds holding VRTX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concert Wealth Management's VRTX Position: Q2 2017 in Review

Concert Wealth Management sold out of Vertex Pharmaceuticals (VRTX) in Q2 2017, closing a stake of 5,283 shares — an estimated $392K sold.

Concert Wealth Management first reported a position in VRTX in Q2 2013 and held it in 16 quarters. The position peaked at $1.11M in Q4 2014. 582 funds tracked by Wall St. Rank hold VRTX as of Q2 2017.

  • Concert Wealth Management reported no remaining Vertex Pharmaceuticals position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 5,283 Vertex Pharmaceuticals shares in Q2 2017, an estimated $392K.
  • Concert Wealth Management first reported a position in Vertex Pharmaceuticals in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Vertex Pharmaceuticals position peaked at $1.11M in Q4 2014.
  • 582 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.