CWM
WBC

Concert Wealth Management’s WABCO HOLDINGS INC. WBC Stock Holding History

Concert Wealth Management’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,486
Closed -$266K – 469
2017
Q1 		$266K Buy
2,486
+19
+0.8% +$2.14K 0.06% 379
2016
Q4 		$264K Sell
2,467
-2,221
-47% -$232K 0.06% 383
2016
Q3 		$530K Sell
4,688
-64
-1% -$6.52K 0.06% 364
2016
Q2 		$437K Sell
4,752
-5
-0.1% -$530 0.06% 371
2016
Q1 		$508K Buy
4,757
+2,442
+105% +$231K 0.07% 351
2015
Q4 		$236K Sell
2,315
-2,410
-51% -$256K 0.03% 546
2015
Q3 		$492K Sell
4,725
-340
-7% -$39.8K 0.07% 364
2015
Q2 		$625K Buy
5,065
+170
+3% +$21.4K 0.08% 314
2015
Q1 		$306K Buy
4,895
+98
+2% +$10.7K 0.09% 293
2014
Q4 		$500K Buy
4,797
+1,188
+33% +$118K 0.08% 321
2014
Q3 		$329K Sell
3,609
-278
-7% -$28.1K 0.04% 363
2014
Q2 		$404K Sell
3,887
-622
-14% -$66.7K 0.05% 337
2014
Q1 		$469K Sell
4,509
-1,344
-23% -$130K 0.06% 284
2013
Q4 		$542K Hold
5,853
– – 0.07% 246
2013
Q3 		$492K Buy
5,853
+1,800
+44% +$144K 0.07% 256
2013
Q2 		$299K Buy
+4,053
New +$294K 0.04% 341

Other funds holding WBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Concert Wealth Management sold out of WABCO HOLDINGS INC. (WBC) in Q2 2017, closing a stake of 2,486 shares — an estimated $266K sold.

Concert Wealth Management first reported a position in WBC in Q2 2013 and held it in 16 quarters. The position peaked at $625K in Q2 2015. 319 funds tracked by Wall St. Rank hold WBC as of Q2 2017.

  • Concert Wealth Management reported no remaining WABCO HOLDINGS INC. position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,486 WABCO HOLDINGS INC. shares in Q2 2017, an estimated $266K.
  • Concert Wealth Management first reported a position in WABCO HOLDINGS INC. in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's WABCO HOLDINGS INC. position peaked at $625K in Q2 2015.
  • 319 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q2 2017.

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