Concert Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,986	Closed	-$291K	–	608
2016 Q3	$291K	Sell	4,986 -177	-3%	-$9.88K	0.04%	506
2016 Q2	$264K	Buy	+5,163	New	+$265K	0.04%	513
2016 Q1	–	Sell	-6,687	Closed	-$329K	–	684
2015 Q4	$329K	Sell	6,687 -889	-12%	-$46.7K	0.04%	453
2015 Q3	$366K	Buy	7,576 +1,012	+15%	+$50.4K	0.05%	431
2015 Q2	$367K	Buy	+6,564	New	+$385K	0.05%	440
2015 Q1	–	Hold	0	–	–	–	208
2014 Q4	–	Hold	0	–	–	–	385

Other funds holding EWY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares MSCI South Korea ETF (EWY) in Q4 2016, closing a stake of 4,986 shares — an estimated $291K sold.

Concert Wealth Management first reported a position in EWY in Q2 2015 and held it in 5 quarters. The position peaked at $367K in Q2 2015. 201 funds tracked by Wall St. Rank hold EWY as of Q4 2016.

Concert Wealth Management reported no remaining iShares MSCI South Korea ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 4,986 iShares MSCI South Korea ETF shares in Q4 2016, an estimated $291K.
Concert Wealth Management first reported a position in iShares MSCI South Korea ETF in Q2 2015 and held it in 5 quarters.
Concert Wealth Management's iShares MSCI South Korea ETF position peaked at $367K in Q2 2015.
201 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2016.

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