Concert Wealth Management’s State Street SPDR S&P Emerging Asia Pacific ETF GMF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,597	Closed	-$372K	–	651
2016 Q3	$372K	Sell	4,597 -400	-8%	-$31.9K	0.05%	439
2016 Q2	$371K	Hold	4,997	–	–	0.05%	407
2016 Q1	$371K	Hold	4,997	–	–	0.05%	413
2015 Q4	$367K	Hold	4,997	–	–	0.05%	425
2015 Q3	$367K	Sell	4,997 -150	-3%	-$11.7K	0.05%	429
2015 Q2	$453K	Buy	+5,147	New	+$475K	0.06%	379

Other funds holding GMF

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

WOA

Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KFS

Kissinger Financial Services Hunt Valley, Maryland $100M AUM 6.22% 1-Year Est. Return

RJA

Robshaw & Julian Associates Williamsville, New York $140M AUM 13.69% 1-Year Est. Return

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

Concert Wealth Management sold out of State Street SPDR S&P Emerging Asia Pacific ETF (GMF) in Q4 2016, closing a stake of 4,597 shares — an estimated $372K sold.

Concert Wealth Management first reported a position in GMF in Q2 2015 and held it in 6 quarters. The position peaked at $453K in Q2 2015. 57 funds tracked by Wall St. Rank hold GMF as of Q4 2016.

Concert Wealth Management reported no remaining State Street SPDR S&P Emerging Asia Pacific ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 4,597 State Street SPDR S&P Emerging Asia Pacific ETF shares in Q4 2016, an estimated $372K.
Concert Wealth Management first reported a position in State Street SPDR S&P Emerging Asia Pacific ETF in Q2 2015 and held it in 6 quarters.
Concert Wealth Management's State Street SPDR S&P Emerging Asia Pacific ETF position peaked at $453K in Q2 2015.
57 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Asia Pacific ETF as of Q4 2016.

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