Concert Wealth Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-10,862	Closed	-$476K	–	571
2016 Q3	$476K	Buy	+10,862	New	+$469K	0.06%	380

Other funds holding EEMS

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VAIA

Virtus Alternative Investment Advisers Hartford, Connecticut $6.71M AUM 36.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

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

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

Concert Wealth Management sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q4 2016, closing a stake of 10,862 shares — an estimated $476K sold.

Concert Wealth Management first reported a position in EEMS in Q3 2016 and held it in 1 quarter. The position peaked at $476K in Q3 2016. 40 funds tracked by Wall St. Rank hold EEMS as of Q4 2016.

Concert Wealth Management reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 10,862 iShares MSCI Emerging Markets Small-Cap ETF shares in Q4 2016, an estimated $476K.
Concert Wealth Management first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $476K in Q3 2016.
40 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q4 2016.

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