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Concert Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Concert Wealth Management’s Portfolio EQAL Stock Details EQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-899
Closed -$24K – 589
2016
Q3 		$24K Buy
+899
New +$23.4K ﹤0.01% 883

Other funds holding EQAL

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q4 2016, closing a stake of 899 shares — an estimated $24K sold.

Concert Wealth Management first reported a position in EQAL in Q3 2016 and held it in 1 quarter. The position peaked at $24K in Q3 2016. 29 funds tracked by Wall St. Rank hold EQAL as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 899 Invesco Russell 1000 Equal Weight ETF shares in Q4 2016, an estimated $24K.
  • Concert Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco Russell 1000 Equal Weight ETF position peaked at $24K in Q3 2016.
  • 29 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2016.

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