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Concert Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Concert Wealth Management’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,413
Closed -$114K – 609
2016
Q3 		$114K Buy
+3,413
New +$113K 0.01% 730

Other funds holding EWZ

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State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2016, closing a stake of 3,413 shares — an estimated $114K sold.

Concert Wealth Management first reported a position in EWZ in Q3 2016 and held it in 1 quarter. The position peaked at $114K in Q3 2016. 225 funds tracked by Wall St. Rank hold EWZ as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI Brazil ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 3,413 iShares MSCI Brazil ETF shares in Q4 2016, an estimated $114K.
  • Concert Wealth Management first reported a position in iShares MSCI Brazil ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares MSCI Brazil ETF position peaked at $114K in Q3 2016.
  • 225 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2016.

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