CWM
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Concert Wealth Management’s VanEck Biotech ETF BBH Stock Holding History

Concert Wealth Management’s Portfolio BBH Stock Details BBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-4,920
Closed -$623K – 676
2015
Q4 		$623K Buy
+4,920
New +$603K 0.08% 309

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LFM
Lumina Fund Management New York $164M AUM 27.72% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

Concert Wealth Management's BBH Position: Q1 2016 in Review

Concert Wealth Management sold out of VanEck Biotech ETF (BBH) in Q1 2016, closing a stake of 4,920 shares — an estimated $623K sold.

Concert Wealth Management first reported a position in BBH in Q4 2015 and held it in 1 quarter. The position peaked at $623K in Q4 2015. 71 funds tracked by Wall St. Rank hold BBH as of Q1 2016.

  • Concert Wealth Management reported no remaining VanEck Biotech ETF position as of Q1 2016 after selling out during the quarter.
  • Concert Wealth Management sold 4,920 VanEck Biotech ETF shares in Q1 2016, an estimated $623K.
  • Concert Wealth Management first reported a position in VanEck Biotech ETF in Q4 2015 and held it in 1 quarter.
  • Concert Wealth Management's VanEck Biotech ETF position peaked at $623K in Q4 2015.
  • 71 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2016.

Based on Concert Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.