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Concert Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Concert Wealth Management’s Portfolio EUFN Stock Details EUFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-11,573
Closed -$199K – 595
2016
Q3 		$199K Buy
+11,573
New +$192K 0.02% 648

Other funds holding EUFN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MP
Manifold Partners San Francisco, California $10.4M AUM 5.49% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2016, closing a stake of 11,573 shares — an estimated $199K sold.

Concert Wealth Management first reported a position in EUFN in Q3 2016 and held it in 1 quarter. The position peaked at $199K in Q3 2016. 78 funds tracked by Wall St. Rank hold EUFN as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 11,573 iShares MSCI Europe Financials ETF shares in Q4 2016, an estimated $199K.
  • Concert Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares MSCI Europe Financials ETF position peaked at $199K in Q3 2016.
  • 78 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2016.

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