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Concert Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Concert Wealth Management’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-255
Closed – – 539
2016
Q3 		$0 Buy
+255
New +$5.42K ﹤0.01% 1014

Other funds holding CWI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

Concert Wealth Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2016, closing a stake of 255 shares.

Concert Wealth Management first reported a position in CWI in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 112 funds tracked by Wall St. Rank hold CWI as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 255 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2016.
  • Concert Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $0 in Q3 2016.
  • 112 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2016.

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