CWM
DI

Concert Wealth Management’s PIMCO Diversified Income Active Exchange-Traded Fund DI Stock Holding History

Concert Wealth Management’s Portfolio DI Stock Details DI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-61
Closed -$3K – 1024
2016
Q3 		$3K Buy
+61
New +$3.05K ﹤0.01% 992

Other funds holding DI

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Concert Wealth Management sold out of PIMCO Diversified Income Active Exchange-Traded Fund (DI) in Q4 2016, closing a stake of 61 shares — an estimated $3K sold.

Concert Wealth Management first reported a position in DI in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 14 funds tracked by Wall St. Rank hold DI as of Q4 2016.

  • Concert Wealth Management reported no remaining PIMCO Diversified Income Active Exchange-Traded Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 61 PIMCO Diversified Income Active Exchange-Traded Fund shares in Q4 2016, an estimated $3K.
  • Concert Wealth Management first reported a position in PIMCO Diversified Income Active Exchange-Traded Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's PIMCO Diversified Income Active Exchange-Traded Fund position peaked at $3K in Q3 2016.
  • 14 funds tracked by Wall St. Rank held PIMCO Diversified Income Active Exchange-Traded Fund as of Q4 2016.

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