Concert Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Concert Wealth Management’s Portfolio EPS Stock Details EPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Hold	0	–	–	–	358
2016 Q3	–	Sell	-12,030	Closed	-$291K	–	505
2016 Q2	$277K	Hold	12,030	–	–	0.04%	494
2016 Q1	$279K	Buy	+12,030	New	+$265K	0.04%	476
2015 Q4	–	Sell	-12,030	Closed	-$262K	–	701
2015 Q3	$262K	Buy	+12,030	New	+$279K	0.04%	520
2015 Q2	–	Hold	0	–	–	–	515
2015 Q1	–	Hold	0	–	–	–	325
2014 Q4	–	Hold	0	–	–	–	469
2014 Q3	–	Hold	0	–	–	–	440
2014 Q2	–	Sell	-10,995	Closed	-$244K	–	468
2014 Q1	$238K	Buy	+10,995	New	+$234K	0.03%	464
2013 Q4	–	Sell	-12,060	Closed	-$235K	–	543
2013 Q3	$235K	Buy	+12,060	New	+$235K	0.03%	440
2013 Q2	–	Hold	0	–	–	–	408

Other funds holding EPS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

Concert Wealth Management held its WisdomTree US LargeCap Fund (EPS) position steady in Q4 2016 at 0 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #358.

Concert Wealth Management first reported a position in EPS in Q3 2013 and has held it in 5 quarters since. The position peaked at $279K in Q1 2016. 28 funds tracked by Wall St. Rank hold EPS as of Q4 2016.

Concert Wealth Management held 0 shares of WisdomTree US LargeCap Fund worth $296K as of Q4 2016.
Concert Wealth Management left its WisdomTree US LargeCap Fund share count unchanged in Q4 2016.
WisdomTree US LargeCap Fund made up 0.07% of Concert Wealth Management's portfolio in Q4 2016, its #358 holding.
Concert Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q3 2013 and has held it in 5 quarters since.
Concert Wealth Management's WisdomTree US LargeCap Fund position peaked at $279K in Q1 2016.
28 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2016.

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