CWM
DPO

Concert Wealth Management’s DOW ENHANCED PREMIUM & INCOME FUND, INC COM DPO Stock Holding History

Concert Wealth Management’s Portfolio DPO Stock Details DPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-67,288
Closed -$895K – 692
2014
Q3 		$895K Sell
67,288
-1,151
-2% -$15.6K 0.12% 148
2014
Q2 		$919K Buy
68,439
+48
+0.1% +$650 0.11% 153
2014
Q1 		$913K Hold
68,391
– – 0.11% 153
2013
Q4 		$899K Buy
68,391
+2,260
+3% +$28.4K 0.11% 149
2013
Q3 		$780K Buy
66,131
+51
+0.1% +$623 0.11% 172
2013
Q2 		$803K Buy
+66,080
New +$796K 0.12% 137

Concert Wealth Management's DPO Position: Q4 2014 in Review

Concert Wealth Management sold out of DOW ENHANCED PREMIUM & INCOME FUND, INC COM (DPO) in Q4 2014, closing a stake of 67,288 shares — an estimated $895K sold.

Concert Wealth Management first reported a position in DPO in Q2 2013 and held it in 6 quarters. The position peaked at $919K in Q2 2014. 0 funds tracked by Wall St. Rank hold DPO as of Q4 2014.

  • Concert Wealth Management reported no remaining DOW ENHANCED PREMIUM & INCOME FUND, INC COM position as of Q4 2014 after selling out during the quarter.
  • Concert Wealth Management sold 67,288 DOW ENHANCED PREMIUM & INCOME FUND, INC COM shares in Q4 2014, an estimated $895K.
  • Concert Wealth Management first reported a position in DOW ENHANCED PREMIUM & INCOME FUND, INC COM in Q2 2013 and held it in 6 quarters.
  • Concert Wealth Management's DOW ENHANCED PREMIUM & INCOME FUND, INC COM position peaked at $919K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held DOW ENHANCED PREMIUM & INCOME FUND, INC COM as of Q4 2014.

Based on Concert Wealth Management's 13F filing for Q4 2014, filed 11 Feb 2015.