CWM
YHOO

Concert Wealth Management’s Yahoo Inc YHOO Stock Holding History

Concert Wealth Management’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-49,382
Closed -$1.92M – 493
2017
Q1 		$1.92M Hold
49,382
– – 0.43% 54
2016
Q4 		$1.92M Sell
49,382
-3,969
-7% -$163K 0.43% 53
2016
Q3 		$2.3M Sell
53,351
-557
-1% -$22.8K 0.28% 80
2016
Q2 		$2.04M Buy
53,908
+894
+2% +$33K 0.28% 88
2016
Q1 		$1.95M Sell
53,014
-914
-2% -$28.6K 0.26% 96
2015
Q4 		$1.8M Sell
53,928
-71
-0.1% -$2.37K 0.24% 101
2015
Q3 		$1.56M Buy
53,999
+7,790
+17% +$270K 0.21% 117
2015
Q2 		$1.83M Sell
46,209
-1,080
-2% -$46.4K 0.24% 101
2015
Q1 		$1.53M Sell
47,289
-1,502
-3% -$67.9K 0.44% 53
2014
Q4 		$2.46M Buy
48,791
+3,994
+9% +$188K 0.38% 51
2014
Q3 		$1.82M Buy
44,797
+3,178
+8% +$119K 0.25% 55
2014
Q2 		$1.42M Buy
41,619
+51
+0.1% +$1.78K 0.17% 80
2014
Q1 		$1.5M Sell
41,568
-3,914
-9% -$149K 0.19% 78
2013
Q4 		$1.83M Sell
45,482
-298
-0.7% -$10.7K 0.23% 55
2013
Q3 		$1.51M Buy
45,780
+295
+0.6% +$8.34K 0.21% 67
2013
Q2 		$1.16M Buy
+45,485
New +$1.15M 0.17% 83

Other funds holding YHOO

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
FCA
Florence Capital Advisors New York $105M AUM
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

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

Concert Wealth Management sold out of Yahoo Inc (YHOO) in Q2 2017, closing a stake of 49,382 shares — an estimated $1.92M sold.

Concert Wealth Management first reported a position in YHOO in Q2 2013 and held it in 16 quarters. The position peaked at $2.46M in Q4 2014. 8 funds tracked by Wall St. Rank hold YHOO as of Q2 2017.

  • Concert Wealth Management reported no remaining Yahoo Inc position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 49,382 Yahoo Inc shares in Q2 2017, an estimated $1.92M.
  • Concert Wealth Management first reported a position in Yahoo Inc in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Yahoo Inc position peaked at $2.46M in Q4 2014.
  • 8 funds tracked by Wall St. Rank held Yahoo Inc as of Q2 2017.

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