Concert Wealth Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,500	Closed	-$80K	–	521
2016 Q3	$80K	Buy	+2,500	New	+$79.1K	0.01%	767

Other funds holding BWZ

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

KKAMG

Kernodle & Katon Asset Management Group Searcy, Arkansas $167M AUM 10.02% 1-Year Est. Return

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

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

Concert Wealth Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2016, closing a stake of 2,500 shares — an estimated $80K sold.

Concert Wealth Management first reported a position in BWZ in Q3 2016 and held it in 1 quarter. The position peaked at $80K in Q3 2016. 29 funds tracked by Wall St. Rank hold BWZ as of Q4 2016.

Concert Wealth Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 2,500 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2016, an estimated $80K.
Concert Wealth Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $80K in Q3 2016.
29 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2016.

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