Concert Wealth Management’s abrdn Global Premier Properties Fund AWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-3,775	Closed	-$57K	–	171
2017 Q1	$57K	Hold	3,775	–	–	0.01%	483
2016 Q4	$57K	Buy	+3,775	New	+$59.1K	0.01%	484
2014 Q4	–	Sell	-4,035	Closed	-$83K	–	633
2014 Q3	$83K	Hold	4,035	–	–	0.01%	529
2014 Q2	$87K	Sell	4,035 -87	-2%	-$1.89K	0.01%	553
2014 Q1	$87K	Buy	+4,122	New	+$87.4K	0.01%	542
2013 Q3	–	Sell	-11,685	Closed	-$265K	–	527
2013 Q2	$265K	Buy	+11,685	New	+$286K	0.04%	370

Other funds holding AWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

AWCI

Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

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

Concert Wealth Management sold out of abrdn Global Premier Properties Fund (AWP) in Q2 2017, closing a stake of 3,775 shares — an estimated $57K sold.

Concert Wealth Management first reported a position in AWP in Q2 2013 and held it in 6 quarters. The position peaked at $265K in Q2 2013. 76 funds tracked by Wall St. Rank hold AWP as of Q2 2017.

Concert Wealth Management reported no remaining abrdn Global Premier Properties Fund position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 3,775 abrdn Global Premier Properties Fund shares in Q2 2017, an estimated $57K.
Concert Wealth Management first reported a position in abrdn Global Premier Properties Fund in Q2 2013 and held it in 6 quarters.
Concert Wealth Management's abrdn Global Premier Properties Fund position peaked at $265K in Q2 2013.
76 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q2 2017.

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