Concert Wealth Management’s State Street SPDR Global Dow ETF DGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-123	Closed	-$8K	–	548
2016 Q3	$8K	Buy	+123	New	+$8.23K	﹤0.01%	956

Other funds holding DGT

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MIC

Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

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

Concert Wealth Management sold out of State Street SPDR Global Dow ETF (DGT) in Q4 2016, closing a stake of 123 shares — an estimated $8K sold.

Concert Wealth Management first reported a position in DGT in Q3 2016 and held it in 1 quarter. The position peaked at $8K in Q3 2016. 26 funds tracked by Wall St. Rank hold DGT as of Q4 2016.

Concert Wealth Management reported no remaining State Street SPDR Global Dow ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 123 State Street SPDR Global Dow ETF shares in Q4 2016, an estimated $8K.
Concert Wealth Management first reported a position in State Street SPDR Global Dow ETF in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's State Street SPDR Global Dow ETF position peaked at $8K in Q3 2016.
26 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q4 2016.

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