Concert Wealth Management’s iShares MSCI Spain ETF EWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-400	Closed	-$11K	–	604
2016 Q3	$11K	Buy	+400	New	+$10.5K	﹤0.01%	937
2016 Q1	–	Sell	-13,563	Closed	-$381K	–	683
2015 Q4	$381K	Buy	13,563 +169	+1%	+$5.19K	0.05%	417
2015 Q3	$401K	Buy	13,394 +3,894	+41%	+$127K	0.05%	399
2015 Q2	$318K	Sell	9,500 -1,390	-13%	-$49.2K	0.04%	471
2015 Q1	$23K	Buy	10,890 +90	+0.8%	+$3.04K	0.01%	456
2014 Q4	$371K	Hold	10,800	–	–	0.06%	388
2014 Q3	$422K	Hold	10,800	–	–	0.06%	304
2014 Q2	$449K	Hold	10,800	–	–	0.06%	308
2014 Q1	$432K	Buy	+10,800	New	+$425K	0.05%	314

Other funds holding EWP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Concert Wealth Management sold out of iShares MSCI Spain ETF (EWP) in Q4 2016, closing a stake of 400 shares — an estimated $11K sold.

Concert Wealth Management first reported a position in EWP in Q1 2014 and held it in 9 quarters. The position peaked at $449K in Q2 2014. 83 funds tracked by Wall St. Rank hold EWP as of Q4 2016.

Concert Wealth Management reported no remaining iShares MSCI Spain ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 400 iShares MSCI Spain ETF shares in Q4 2016, an estimated $11K.
Concert Wealth Management first reported a position in iShares MSCI Spain ETF in Q1 2014 and held it in 9 quarters.
Concert Wealth Management's iShares MSCI Spain ETF position peaked at $449K in Q2 2014.
83 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q4 2016.

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