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Concert Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Concert Wealth Management’s Portfolio FMAT Stock Details FMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-760
Closed -$21K – 626
2016
Q3 		$21K Buy
+760
New +$20.9K ﹤0.01% 901

Other funds holding FMAT

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

Concert Wealth Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2016, closing a stake of 760 shares — an estimated $21K sold.

Concert Wealth Management first reported a position in FMAT in Q3 2016 and held it in 1 quarter. The position peaked at $21K in Q3 2016. 35 funds tracked by Wall St. Rank hold FMAT as of Q4 2016.

  • Concert Wealth Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 760 Fidelity MSCI Materials Index ETF shares in Q4 2016, an estimated $21K.
  • Concert Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $21K in Q3 2016.
  • 35 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2016.

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