CWM
FNIO

Concert Wealth Management’s ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF FNIO Stock Holding History

Concert Wealth Management’s Portfolio FNIO Stock Details FNIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-12,602
Closed -$178K – 552
2013
Q2 		$178K Buy
+12,602
New +$403K 0.03% 468

Other funds holding FNIO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Concert Wealth Management's FNIO Position: Q3 2013 in Review

Concert Wealth Management sold out of ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF (FNIO) in Q3 2013, closing a stake of 12,602 shares — an estimated $178K sold.

Concert Wealth Management first reported a position in FNIO in Q2 2013 and held it in 1 quarter. The position peaked at $178K in Q2 2013. 11 funds tracked by Wall St. Rank hold FNIO as of Q3 2013.

  • Concert Wealth Management reported no remaining ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF position as of Q3 2013 after selling out during the quarter.
  • Concert Wealth Management sold 12,602 ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF shares in Q3 2013, an estimated $178K.
  • Concert Wealth Management first reported a position in ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF in Q2 2013 and held it in 1 quarter.
  • Concert Wealth Management's ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF position peaked at $178K in Q2 2013.
  • 11 funds tracked by Wall St. Rank held ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF as of Q3 2013.

Based on Concert Wealth Management's 13F filing for Q3 2013, filed 12 Nov 2013.