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Concert Wealth Management’s Woodward WWD Stock Holding History

Concert Wealth Management’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-12,904
Closed -$807K – 935
2016
Q3 		$807K Sell
12,904
-142
-1% -$8.54K 0.1% 264
2016
Q2 		$752K Buy
13,046
+694
+6% +$38.4K 0.1% 258
2016
Q1 		$643K Hold
12,352
– – 0.09% 285
2015
Q4 		$613K Hold
12,352
– – 0.08% 316
2015
Q3 		$503K Hold
12,352
– – 0.07% 359
2015
Q2 		$679K Hold
12,352
– – 0.09% 296
2015
Q1 		$630K Hold
12,352
– – 0.18% 165
2014
Q4 		$608K Hold
12,352
– – 0.09% 281
2014
Q3 		$588K Hold
12,352
– – 0.08% 235
2014
Q2 		$619K Hold
12,352
– – 0.08% 230
2014
Q1 		$502K Hold
12,352
– – 0.06% 267
2013
Q4 		$563K Hold
12,352
– – 0.07% 238
2013
Q3 		$504K Hold
12,352
– – 0.07% 250
2013
Q2 		$494K Buy
+12,352
New +$467K 0.07% 227

Other funds holding WWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Concert Wealth Management sold out of Woodward (WWD) in Q4 2016, closing a stake of 12,904 shares — an estimated $807K sold.

Concert Wealth Management first reported a position in WWD in Q2 2013 and held it in 14 quarters. The position peaked at $807K in Q3 2016. 282 funds tracked by Wall St. Rank hold WWD as of Q4 2016.

  • Concert Wealth Management reported no remaining Woodward position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 12,904 Woodward shares in Q4 2016, an estimated $807K.
  • Concert Wealth Management first reported a position in Woodward in Q2 2013 and held it in 14 quarters.
  • Concert Wealth Management's Woodward position peaked at $807K in Q3 2016.
  • 282 funds tracked by Wall St. Rank held Woodward as of Q4 2016.

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