CWM
DWAT

Concert Wealth Management’s Arrow Investments Trust Arrow DWA Tactical ETF DWAT Stock Holding History

Concert Wealth Management’s Portfolio DWAT Stock Details DWAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-196,364
Closed -$2.02M – 562
2016
Q3 		$2.02M Buy
196,364
+89,049
+83% +$929K 0.25% 98
2016
Q2 		$1.11M Buy
+107,315
New +$1.08M 0.15% 188

Other funds holding DWAT

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Concert Wealth Management sold out of Arrow Investments Trust Arrow DWA Tactical ETF (DWAT) in Q4 2016, closing a stake of 196,364 shares — an estimated $2.02M sold.

Concert Wealth Management first reported a position in DWAT in Q2 2016 and held it in 2 quarters. The position peaked at $2.02M in Q3 2016. 12 funds tracked by Wall St. Rank hold DWAT as of Q4 2016.

  • Concert Wealth Management reported no remaining Arrow Investments Trust Arrow DWA Tactical ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 196,364 Arrow Investments Trust Arrow DWA Tactical ETF shares in Q4 2016, an estimated $2.02M.
  • Concert Wealth Management first reported a position in Arrow Investments Trust Arrow DWA Tactical ETF in Q2 2016 and held it in 2 quarters.
  • Concert Wealth Management's Arrow Investments Trust Arrow DWA Tactical ETF position peaked at $2.02M in Q3 2016.
  • 12 funds tracked by Wall St. Rank held Arrow Investments Trust Arrow DWA Tactical ETF as of Q4 2016.

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