Concert Wealth Management’s iShares MSCI Germany ETF EWG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,790	Closed	-$126K	–	598
2016 Q3	$126K	Buy	+4,790	New	+$123K	0.02%	722
2015 Q4	–	Sell	-20,549	Closed	-$504K	–	704
2015 Q3	$504K	Buy	20,549 +1,593	+8%	+$43.3K	0.07%	358
2015 Q2	$531K	Sell	18,956 -414	-2%	-$12.3K	0.07%	347
2015 Q1	$525K	Buy	19,370 +600	+3%	+$17.2K	0.15%	194
2014 Q4	$512K	Buy	+18,770	New	+$513K	0.08%	316

Other funds holding EWG

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q4 2016, closing a stake of 4,790 shares — an estimated $126K sold.

Concert Wealth Management first reported a position in EWG in Q4 2014 and held it in 5 quarters. The position peaked at $531K in Q2 2015. 181 funds tracked by Wall St. Rank hold EWG as of Q4 2016.

Concert Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 4,790 iShares MSCI Germany ETF shares in Q4 2016, an estimated $126K.
Concert Wealth Management first reported a position in iShares MSCI Germany ETF in Q4 2014 and held it in 5 quarters.
Concert Wealth Management's iShares MSCI Germany ETF position peaked at $531K in Q2 2015.
181 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2016.

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