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Concert Wealth Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Concert Wealth Management’s Portfolio EWJ Stock Details EWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-19,199
Closed -$964K – 599
2016
Q3 		$964K Sell
19,199
-188
-1% -$9.15K 0.12% 229
2016
Q2 		$889K Buy
19,387
+5,832
+43% +$271K 0.12% 225
2016
Q1 		$616K Sell
13,555
-3,635
-21% -$164K 0.08% 301
2015
Q4 		$829K Buy
17,190
+831
+5% +$40.8K 0.11% 234
2015
Q3 		$748K Sell
16,359
-4,490
-22% -$222K 0.1% 259
2015
Q2 		$1.06M Buy
20,849
+2,392
+13% +$125K 0.14% 188
2015
Q1 		$648K Buy
18,457
+4,227
+30% +$202K 0.19% 156
2014
Q4 		$643K Buy
14,230
+1,789
+14% +$82.1K 0.1% 268
2014
Q3 		$587K Buy
12,441
+115
+0.9% +$5.5K 0.08% 236
2014
Q2 		$578K Sell
12,326
-637
-5% -$29.1K 0.07% 248
2014
Q1 		$587K Buy
12,963
+90
+0.7% +$4.15K 0.07% 238
2013
Q4 		$625K Buy
12,873
+126
+1% +$6K 0.08% 213
2013
Q3 		$609K Buy
12,747
+683
+6% +$31.6K 0.09% 215
2013
Q2 		$540K Buy
+12,064
New +$546K 0.08% 211

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $533M AUM 65.58% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q4 2016, closing a stake of 19,199 shares — an estimated $964K sold.

Concert Wealth Management first reported a position in EWJ in Q2 2013 and held it in 14 quarters. The position peaked at $1.06M in Q2 2015. 342 funds tracked by Wall St. Rank hold EWJ as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 19,199 iShares MSCI Japan ETF shares in Q4 2016, an estimated $964K.
  • Concert Wealth Management first reported a position in iShares MSCI Japan ETF in Q2 2013 and held it in 14 quarters.
  • Concert Wealth Management's iShares MSCI Japan ETF position peaked at $1.06M in Q2 2015.
  • 342 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2016.

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