Concert Wealth Management’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Concert Wealth Management’s Portfolio AMU Stock Details AMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-11,898	Closed	-$237K	–	494
2017 Q1	$237K	Hold	11,898	–	–	0.05%	413
2016 Q4	$237K	Buy	+11,898	New	+$229K	0.05%	418

Other funds holding AMU

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

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

Concert Wealth Management sold out of ETRACS Alerian MLP Index ETN (AMU) in Q2 2017, closing a stake of 11,898 shares — an estimated $237K sold.

Concert Wealth Management first reported a position in AMU in Q4 2016 and held it in 2 quarters. The position peaked at $237K in Q1 2017. 39 funds tracked by Wall St. Rank hold AMU as of Q2 2017.

Concert Wealth Management reported no remaining ETRACS Alerian MLP Index ETN position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 11,898 ETRACS Alerian MLP Index ETN shares in Q2 2017, an estimated $237K.
Concert Wealth Management first reported a position in ETRACS Alerian MLP Index ETN in Q4 2016 and held it in 2 quarters.
Concert Wealth Management's ETRACS Alerian MLP Index ETN position peaked at $237K in Q1 2017.
39 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q2 2017.

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