CWM
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Concert Wealth Management’s iShares MSCI Malaysia ETF EWM Stock Holding History

Concert Wealth Management’s Portfolio EWM Stock Details EWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-117
Closed -$4K – 601
2016
Q3 		$4K Buy
+117
New +$3.86K ﹤0.01% 975

Other funds holding EWM

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares MSCI Malaysia ETF (EWM) in Q4 2016, closing a stake of 117 shares — an estimated $4K sold.

Concert Wealth Management first reported a position in EWM in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 76 funds tracked by Wall St. Rank hold EWM as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI Malaysia ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 117 iShares MSCI Malaysia ETF shares in Q4 2016, an estimated $4K.
  • Concert Wealth Management first reported a position in iShares MSCI Malaysia ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares MSCI Malaysia ETF position peaked at $4K in Q3 2016.
  • 76 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q4 2016.

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