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Concert Wealth Management’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Concert Wealth Management’s Portfolio EELV Stock Details EELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-22,283
Closed -$502K – 569
2016
Q3 		$502K Buy
22,283
+5,779
+35% +$131K 0.06% 374
2016
Q2 		$366K Buy
+16,504
New +$362K 0.05% 410

Other funds holding EELV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q4 2016, closing a stake of 22,283 shares — an estimated $502K sold.

Concert Wealth Management first reported a position in EELV in Q2 2016 and held it in 2 quarters. The position peaked at $502K in Q3 2016. 46 funds tracked by Wall St. Rank hold EELV as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 22,283 Invesco S&P Emerging Markets Low Volatility ETF shares in Q4 2016, an estimated $502K.
  • Concert Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2016 and held it in 2 quarters.
  • Concert Wealth Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $502K in Q3 2016.
  • 46 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2016.

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