CWM
EFAD icon

Concert Wealth Management’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

Concert Wealth Management’s Portfolio EFAD Stock Details EFAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,033
Closed -$212K – 572
2016
Q3 		$212K Buy
+6,033
New +$216K 0.03% 624

Other funds holding EFAD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Concert Wealth Management sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q4 2016, closing a stake of 6,033 shares — an estimated $212K sold.

Concert Wealth Management first reported a position in EFAD in Q3 2016 and held it in 1 quarter. The position peaked at $212K in Q3 2016. 21 funds tracked by Wall St. Rank hold EFAD as of Q4 2016.

  • Concert Wealth Management reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 6,033 ProShares MSCI EAFE Dividend Growers ETF shares in Q4 2016, an estimated $212K.
  • Concert Wealth Management first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's ProShares MSCI EAFE Dividend Growers ETF position peaked at $212K in Q3 2016.
  • 21 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q4 2016.

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