CWM
BABS

Concert Wealth Management’s SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF BABS Stock Holding History

Concert Wealth Management’s Portfolio BABS Stock Details BABS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3,840
Closed -$203K – 579
2013
Q3 		$203K Sell
3,840
-550
-13% -$29.5K 0.03% 480
2013
Q2 		$241K Buy
+4,390
New +$266K 0.04% 397

Other funds holding BABS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concert Wealth Management's BABS Position: Q4 2013 in Review

Concert Wealth Management sold out of SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF (BABS) in Q4 2013, closing a stake of 3,840 shares — an estimated $203K sold.

Concert Wealth Management first reported a position in BABS in Q2 2013 and held it in 2 quarters. The position peaked at $241K in Q2 2013. 17 funds tracked by Wall St. Rank hold BABS as of Q4 2013.

  • Concert Wealth Management reported no remaining SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF position as of Q4 2013 after selling out during the quarter.
  • Concert Wealth Management sold 3,840 SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF shares in Q4 2013, an estimated $203K.
  • Concert Wealth Management first reported a position in SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF in Q2 2013 and held it in 2 quarters.
  • Concert Wealth Management's SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF position peaked at $241K in Q2 2013.
  • 17 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF as of Q4 2013.

Based on Concert Wealth Management's 13F filing for Q4 2013, filed 12 Feb 2014.