Concert Wealth Management’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-48	Closed	-$1K	–	566
2016 Q3	$1K	Buy	+48	New	+$1.35K	﹤0.01%	1001

Other funds holding EBND

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

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

Concert Wealth Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2016, closing a stake of 48 shares — an estimated $1K sold.

Concert Wealth Management first reported a position in EBND in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 43 funds tracked by Wall St. Rank hold EBND as of Q4 2016.

Concert Wealth Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 48 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2016, an estimated $1K.
Concert Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1K in Q3 2016.
43 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2016.

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