CWM
EUHY

Concert Wealth Management’s iShares Euro High Yield Corporate Bond USD Hedged ETF EUHY Stock Holding History

Concert Wealth Management’s Portfolio EUHY Stock Details EUHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-767
Closed -$37K – 675
2016
Q3 		$37K Buy
+767
New +$36.5K ﹤0.01% 848

Other funds holding EUHY

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) in Q4 2016, closing a stake of 767 shares — an estimated $37K sold.

Concert Wealth Management first reported a position in EUHY in Q3 2016 and held it in 1 quarter. The position peaked at $37K in Q3 2016. 28 funds tracked by Wall St. Rank hold EUHY as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Euro High Yield Corporate Bond USD Hedged ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 767 iShares Euro High Yield Corporate Bond USD Hedged ETF shares in Q4 2016, an estimated $37K.
  • Concert Wealth Management first reported a position in iShares Euro High Yield Corporate Bond USD Hedged ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Euro High Yield Corporate Bond USD Hedged ETF position peaked at $37K in Q3 2016.
  • 28 funds tracked by Wall St. Rank held iShares Euro High Yield Corporate Bond USD Hedged ETF as of Q4 2016.

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