Concert Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-67,352	Closed	-$2.13M	–	638
2016 Q3	$2.13M	Buy	67,352 +663	+1%	+$21.7K	0.26%	91
2016 Q2	$2.26M	Buy	66,689 +2,399	+4%	+$76.2K	0.31%	75
2016 Q1	$2.04M	Buy	+64,290	New	+$1.9M	0.27%	90
2014 Q3	–	Sell	-17,019	Closed	-$484K	–	557
2014 Q2	$484K	Buy	+17,019	New	+$471K	0.06%	285

Other funds holding FUTY

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

Concert Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2016, closing a stake of 67,352 shares — an estimated $2.13M sold.

Concert Wealth Management first reported a position in FUTY in Q2 2014 and held it in 4 quarters. The position peaked at $2.26M in Q2 2016. 34 funds tracked by Wall St. Rank hold FUTY as of Q4 2016.

Concert Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 67,352 Fidelity MSCI Utilities Index ETF shares in Q4 2016, an estimated $2.13M.
Concert Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2014 and held it in 4 quarters.
Concert Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $2.26M in Q2 2016.
34 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2016.

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