CWM
WWW icon

Concert Wealth Management’s Wolverine World Wide WWW Stock Holding History

Concert Wealth Management’s Portfolio WWW Stock Details WWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-6,192
Closed -$215K – 585
2013
Q4 		$215K Sell
6,192
-2,460
-28% -$76K 0.03% 477
2013
Q3 		$251K Hold
8,652
– – 0.04% 415
2013
Q2 		$232K Buy
+8,652
New +$215K 0.03% 413

Other funds holding WWW

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Concert Wealth Management's WWW Position: Q1 2014 in Review

Concert Wealth Management sold out of Wolverine World Wide (WWW) in Q1 2014, closing a stake of 6,192 shares — an estimated $215K sold.

Concert Wealth Management first reported a position in WWW in Q2 2013 and held it in 3 quarters. The position peaked at $251K in Q3 2013. 205 funds tracked by Wall St. Rank hold WWW as of Q1 2014.

  • Concert Wealth Management reported no remaining Wolverine World Wide position as of Q1 2014 after selling out during the quarter.
  • Concert Wealth Management sold 6,192 Wolverine World Wide shares in Q1 2014, an estimated $215K.
  • Concert Wealth Management first reported a position in Wolverine World Wide in Q2 2013 and held it in 3 quarters.
  • Concert Wealth Management's Wolverine World Wide position peaked at $251K in Q3 2013.
  • 205 funds tracked by Wall St. Rank held Wolverine World Wide as of Q1 2014.

Based on Concert Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.