CWM
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Concert Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

Concert Wealth Management’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-50
Closed – – 597
2016
Q3 		$0 Buy
+50
New +$1.27K ﹤0.01% 1015

Other funds holding EWC

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q4 2016, closing a stake of 50 shares.

Concert Wealth Management first reported a position in EWC in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 250 funds tracked by Wall St. Rank hold EWC as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 50 iShares MSCI Canada ETF shares in Q4 2016.
  • Concert Wealth Management first reported a position in iShares MSCI Canada ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares MSCI Canada ETF position peaked at $0 in Q3 2016.
  • 250 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2016.

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