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Concert Wealth Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Concert Wealth Management’s Portfolio AAXJ Stock Details AAXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-5,554
Closed -$294K – 686
2015
Q3 		$294K Sell
5,554
-242
-4% -$13.7K 0.04% 486
2015
Q2 		$367K Buy
+5,796
New +$386K 0.05% 439

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

Concert Wealth Management's AAXJ Position: Q4 2015 in Review

Concert Wealth Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2015, closing a stake of 5,554 shares — an estimated $294K sold.

Concert Wealth Management first reported a position in AAXJ in Q2 2015 and held it in 2 quarters. The position peaked at $367K in Q2 2015. 147 funds tracked by Wall St. Rank hold AAXJ as of Q4 2015.

  • Concert Wealth Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2015 after selling out during the quarter.
  • Concert Wealth Management sold 5,554 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2015, an estimated $294K.
  • Concert Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2015 and held it in 2 quarters.
  • Concert Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $367K in Q2 2015.
  • 147 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.