CWM
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Concert Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Concert Wealth Management’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-619
Closed -$23K – 635
2016
Q3 		$23K Buy
+619
New +$21.8K ﹤0.01% 890

Other funds holding FTEC

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

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

Concert Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2016, closing a stake of 619 shares — an estimated $23K sold.

Concert Wealth Management first reported a position in FTEC in Q3 2016 and held it in 1 quarter. The position peaked at $23K in Q3 2016. 61 funds tracked by Wall St. Rank hold FTEC as of Q4 2016.

  • Concert Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 619 Fidelity MSCI Information Technology Index ETF shares in Q4 2016, an estimated $23K.
  • Concert Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $23K in Q3 2016.
  • 61 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2016.

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