Concert Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,445	Closed	-$46K	–	621
2016 Q3	$46K	Buy	+1,445	New	+$46.7K	0.01%	824

Other funds holding FEZ

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Concert Wealth Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2016, closing a stake of 1,445 shares — an estimated $46K sold.

Concert Wealth Management first reported a position in FEZ in Q3 2016 and held it in 1 quarter. The position peaked at $46K in Q3 2016. 157 funds tracked by Wall St. Rank hold FEZ as of Q4 2016.

Concert Wealth Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 1,445 State Street SPDR EURO STOXX 50 ETF shares in Q4 2016, an estimated $46K.
Concert Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $46K in Q3 2016.
157 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2016.

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