Concert Wealth Management’s iShares MSCI Belgium ETF EWK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-5,369	Closed	-$100K	–	600
2016 Q3	$100K	Buy	+5,369	New	+$97.3K	0.01%	746
2016 Q2	–	Sell	-16,900	Closed	-$303K	–	699
2016 Q1	$303K	Hold	16,900	–	–	0.04%	453
2015 Q4	$305K	Sell	16,900 -500	-3%	-$8.78K	0.04%	469
2015 Q3	$280K	Hold	17,400	–	–	0.04%	507
2015 Q2	$299K	Sell	17,400 -1,300	-7%	-$23K	0.04%	493
2015 Q1	$0	Hold	18,700	–	–	﹤0.01%	529
2014 Q4	$299K	Buy	18,700 +2,000	+12%	+$32.3K	0.05%	461
2014 Q3	$267K	Buy	+16,700	New	+$282K	0.04%	413

Other funds holding EWK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ZIM

Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares MSCI Belgium ETF (EWK) in Q4 2016, closing a stake of 5,369 shares — an estimated $100K sold.

Concert Wealth Management first reported a position in EWK in Q3 2014 and held it in 8 quarters. The position peaked at $305K in Q4 2015. 44 funds tracked by Wall St. Rank hold EWK as of Q4 2016.

Concert Wealth Management reported no remaining iShares MSCI Belgium ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 5,369 iShares MSCI Belgium ETF shares in Q4 2016, an estimated $100K.
Concert Wealth Management first reported a position in iShares MSCI Belgium ETF in Q3 2014 and held it in 8 quarters.
Concert Wealth Management's iShares MSCI Belgium ETF position peaked at $305K in Q4 2015.
44 funds tracked by Wall St. Rank held iShares MSCI Belgium ETF as of Q4 2016.

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