CWM
FM

Concert Wealth Management’s iShares Frontier and Select EM ETF FM Stock Holding History

Concert Wealth Management’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,555
Closed -$117K – 1010
2016
Q3 		$117K Buy
+4,555
New +$114K 0.01% 728
2016
Q1 		– Sell
-11,935
Closed -$295K – 737
2015
Q4 		$295K Buy
11,935
+1,911
+19% +$49.1K 0.04% 479
2015
Q3 		$252K Buy
+10,024
New +$272K 0.03% 538
2015
Q2 		– Sell
-8,778
Closed -$216K – 734
2015
Q1 		$216K Buy
+8,778
New +$265K 0.06% 378

Other funds holding FM

William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BJ
BlackRock Japan Tokyo, Japan $30.3B AUM 13.85% 1-Year Est. Return