CWM
EMFM

Concert Wealth Management’s Global X MSCI Next Emerging & Frontier ETF EMFM Stock Holding History

Concert Wealth Management’s Portfolio EMFM Stock Details EMFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-14,596
Closed -$375K – 680
2014
Q3 		$375K Buy
+14,596
New +$393K 0.05% 337

Other funds holding EMFM

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concert Wealth Management's EMFM Position: Q4 2014 in Review

Concert Wealth Management sold out of Global X MSCI Next Emerging & Frontier ETF (EMFM) in Q4 2014, closing a stake of 14,596 shares — an estimated $375K sold.

Concert Wealth Management first reported a position in EMFM in Q3 2014 and held it in 1 quarter. The position peaked at $375K in Q3 2014. 21 funds tracked by Wall St. Rank hold EMFM as of Q4 2014.

  • Concert Wealth Management reported no remaining Global X MSCI Next Emerging & Frontier ETF position as of Q4 2014 after selling out during the quarter.
  • Concert Wealth Management sold 14,596 Global X MSCI Next Emerging & Frontier ETF shares in Q4 2014, an estimated $375K.
  • Concert Wealth Management first reported a position in Global X MSCI Next Emerging & Frontier ETF in Q3 2014 and held it in 1 quarter.
  • Concert Wealth Management's Global X MSCI Next Emerging & Frontier ETF position peaked at $375K in Q3 2014.
  • 21 funds tracked by Wall St. Rank held Global X MSCI Next Emerging & Frontier ETF as of Q4 2014.

Based on Concert Wealth Management's 13F filing for Q4 2014, filed 11 Feb 2015.