CWM
CROP

Concert Wealth Management’s IQ Global Agribusiness Small Cap ETF CROP Stock Holding History

Concert Wealth Management’s Portfolio CROP Stock Details CROP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-300
Closed -$9K – 975
2016
Q3 		$9K Buy
+300
New +$9.36K ﹤0.01% 954

Other funds holding CROP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Concert Wealth Management sold out of IQ Global Agribusiness Small Cap ETF (CROP) in Q4 2016, closing a stake of 300 shares — an estimated $9K sold.

Concert Wealth Management first reported a position in CROP in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 17 funds tracked by Wall St. Rank hold CROP as of Q4 2016.

  • Concert Wealth Management reported no remaining IQ Global Agribusiness Small Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 300 IQ Global Agribusiness Small Cap ETF shares in Q4 2016, an estimated $9K.
  • Concert Wealth Management first reported a position in IQ Global Agribusiness Small Cap ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's IQ Global Agribusiness Small Cap ETF position peaked at $9K in Q3 2016.
  • 17 funds tracked by Wall St. Rank held IQ Global Agribusiness Small Cap ETF as of Q4 2016.

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