CWM
ENOR icon

Concert Wealth Management’s iShares MSCI Norway ETF ENOR Stock Holding History

Concert Wealth Management’s Portfolio ENOR Stock Details ENOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-64
Closed -$1K – 582
2016
Q3 		$1K Buy
+64
New +$1.3K ﹤0.01% 1002

Other funds holding ENOR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
HWP
Hefty Wealth Partners Auburn, Indiana $155M AUM 7.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares MSCI Norway ETF (ENOR) in Q4 2016, closing a stake of 64 shares — an estimated $1K sold.

Concert Wealth Management first reported a position in ENOR in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 17 funds tracked by Wall St. Rank hold ENOR as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI Norway ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 64 iShares MSCI Norway ETF shares in Q4 2016, an estimated $1K.
  • Concert Wealth Management first reported a position in iShares MSCI Norway ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares MSCI Norway ETF position peaked at $1K in Q3 2016.
  • 17 funds tracked by Wall St. Rank held iShares MSCI Norway ETF as of Q4 2016.

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