CWM
DWTR

Concert Wealth Management’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Concert Wealth Management’s Portfolio DWTR Stock Details DWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,171
Closed -$132K – 976
2016
Q3 		$132K Buy
+5,171
New +$131K 0.02% 715

Other funds holding DWTR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q4 2016, closing a stake of 5,171 shares — an estimated $132K sold.

Concert Wealth Management first reported a position in DWTR in Q3 2016 and held it in 1 quarter. The position peaked at $132K in Q3 2016. 33 funds tracked by Wall St. Rank hold DWTR as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 5,171 Invesco DWA Tactical Sector Rotation ETF shares in Q4 2016, an estimated $132K.
  • Concert Wealth Management first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco DWA Tactical Sector Rotation ETF position peaked at $132K in Q3 2016.
  • 33 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q4 2016.

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