CWM
ENZL icon

Concert Wealth Management’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Concert Wealth Management’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,222
Closed -$60K – 583
2016
Q3 		$60K Buy
+1,222
New +$56.3K 0.01% 799

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WOA
Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares MSCI New Zealand ETF (ENZL) in Q4 2016, closing a stake of 1,222 shares — an estimated $60K sold.

Concert Wealth Management first reported a position in ENZL in Q3 2016 and held it in 1 quarter. The position peaked at $60K in Q3 2016. 51 funds tracked by Wall St. Rank hold ENZL as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI New Zealand ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,222 iShares MSCI New Zealand ETF shares in Q4 2016, an estimated $60K.
  • Concert Wealth Management first reported a position in iShares MSCI New Zealand ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares MSCI New Zealand ETF position peaked at $60K in Q3 2016.
  • 51 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2016.

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