CWM
COLO

Concert Wealth Management’s Global X MSCI Colombia ETF COLO Stock Holding History

Concert Wealth Management’s Portfolio COLO Stock Details COLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-14
Closed -$1K – 660
2016
Q3 		$1K Buy
+14
New +$522 ﹤0.01% 1003

Other funds holding COLO

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return

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

Concert Wealth Management sold out of Global X MSCI Colombia ETF (COLO) in Q4 2016, closing a stake of 14 shares — an estimated $1K sold.

Concert Wealth Management first reported a position in COLO in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 37 funds tracked by Wall St. Rank hold COLO as of Q4 2016.

  • Concert Wealth Management reported no remaining Global X MSCI Colombia ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 14 Global X MSCI Colombia ETF shares in Q4 2016, an estimated $1K.
  • Concert Wealth Management first reported a position in Global X MSCI Colombia ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Global X MSCI Colombia ETF position peaked at $1K in Q3 2016.
  • 37 funds tracked by Wall St. Rank held Global X MSCI Colombia ETF as of Q4 2016.

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