Concert Wealth Management’s BGC Group BGC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-48,093	Closed	-$271K	–	515
2016 Q3	$271K	Hold	48,093	–	–	0.03%	527
2016 Q2	$267K	Hold	48,093	–	–	0.04%	510
2016 Q1	$281K	Sell	48,093 -1,067	-2%	-$6.13K	0.04%	471
2015 Q4	$312K	Hold	49,160	–	–	0.04%	464
2015 Q3	$263K	Sell	49,160 -3,001	-6%	-$17.4K	0.04%	519
2015 Q2	$294K	Hold	52,161	–	–	0.04%	501
2015 Q1	$62K	Sell	52,161 -1,866	-3%	-$10.6K	0.02%	441
2014 Q4	$318K	Buy	+54,027	New	+$290K	0.05%	439

Other funds holding BGC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concert Wealth Management's BGC Position: Q4 2016 in Review

Concert Wealth Management sold out of BGC Group (BGC) in Q4 2016, closing a stake of 48,093 shares — an estimated $271K sold.

Concert Wealth Management first reported a position in BGC in Q4 2014 and held it in 8 quarters. The position peaked at $318K in Q4 2014. 207 funds tracked by Wall St. Rank hold BGC as of Q4 2016.

Concert Wealth Management reported no remaining BGC Group position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 48,093 BGC Group shares in Q4 2016, an estimated $271K.
Concert Wealth Management first reported a position in BGC Group in Q4 2014 and held it in 8 quarters.
Concert Wealth Management's BGC Group position peaked at $318K in Q4 2014.
207 funds tracked by Wall St. Rank held BGC Group as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.