Concert Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-176	Closed	-$6K	–	612
2016 Q3	$6K	Buy	+176	New	+$5.93K	﹤0.01%	959
2016 Q1	–	Sell	-6,862	Closed	-$241K	–	686
2015 Q4	$241K	Buy	+6,862	New	+$248K	0.03%	535
2014 Q3	–	Sell	-10,607	Closed	-$429K	–	554
2014 Q2	$429K	Buy	10,607 +673	+7%	+$28.9K	0.05%	321
2014 Q1	$413K	Sell	9,934 -60	-0.6%	-$2.46K	0.05%	321
2013 Q4	$408K	Buy	9,994 +1,440	+17%	+$56.9K	0.05%	309
2013 Q3	$327K	Buy	+8,554	New	+$305K	0.05%	347

Other funds holding EZU

BFA

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

Concert Wealth Management sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2016, closing a stake of 176 shares — an estimated $6K sold.

Concert Wealth Management first reported a position in EZU in Q3 2013 and held it in 6 quarters. The position peaked at $429K in Q2 2014. 159 funds tracked by Wall St. Rank hold EZU as of Q4 2016.

Concert Wealth Management reported no remaining iShare MSCI Eurozone ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 176 iShare MSCI Eurozone ETF shares in Q4 2016, an estimated $6K.
Concert Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q3 2013 and held it in 6 quarters.
Concert Wealth Management's iShare MSCI Eurozone ETF position peaked at $429K in Q2 2014.
159 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2016.

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