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Concert Wealth Management’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Concert Wealth Management’s Portfolio GEM Stock Details GEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-22,718
Closed -$642K – 646
2016
Q3 		$642K Buy
22,718
+3,842
+20% +$108K 0.08% 323
2016
Q2 		$507K Buy
+18,876
New +$488K 0.07% 343

Other funds holding GEM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Concert Wealth Management sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q4 2016, closing a stake of 22,718 shares — an estimated $642K sold.

Concert Wealth Management first reported a position in GEM in Q2 2016 and held it in 2 quarters. The position peaked at $642K in Q3 2016. 37 funds tracked by Wall St. Rank hold GEM as of Q4 2016.

  • Concert Wealth Management reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 22,718 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q4 2016, an estimated $642K.
  • Concert Wealth Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2016 and held it in 2 quarters.
  • Concert Wealth Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $642K in Q3 2016.
  • 37 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q4 2016.

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