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Concert Wealth Management’s iShares CMBS ETF CMBS Stock Holding History

Concert Wealth Management’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-141
Closed -$7K – 530
2016
Q3 		$7K Buy
+141
New +$7.5K ﹤0.01% 957

Other funds holding CMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares CMBS ETF (CMBS) in Q4 2016, closing a stake of 141 shares — an estimated $7K sold.

Concert Wealth Management first reported a position in CMBS in Q3 2016 and held it in 1 quarter. The position peaked at $7K in Q3 2016. 43 funds tracked by Wall St. Rank hold CMBS as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares CMBS ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 141 iShares CMBS ETF shares in Q4 2016, an estimated $7K.
  • Concert Wealth Management first reported a position in iShares CMBS ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares CMBS ETF position peaked at $7K in Q3 2016.
  • 43 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2016.

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