CWM
ENFR icon

Concert Wealth Management’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Concert Wealth Management’s Portfolio ENFR Stock Details ENFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$5K – 581
2016
Q3 		$5K Buy
+200
New +$4.43K ﹤0.01% 965

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Raymond James & Associates
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Concert Wealth Management's ENFR Position: Q4 2016 in Review

Concert Wealth Management sold out of Alerian Energy Infrastructure ETF (ENFR) in Q4 2016, closing a stake of 200 shares — an estimated $5K sold.

Concert Wealth Management first reported a position in ENFR in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 16 funds tracked by Wall St. Rank hold ENFR as of Q4 2016.

  • Concert Wealth Management reported no remaining Alerian Energy Infrastructure ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 200 Alerian Energy Infrastructure ETF shares in Q4 2016, an estimated $5K.
  • Concert Wealth Management first reported a position in Alerian Energy Infrastructure ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Alerian Energy Infrastructure ETF position peaked at $5K in Q3 2016.
  • 16 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q4 2016.

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