CWM
GREK

Concert Wealth Management’s Global X MSCI Greece ETF GREK Stock Holding History

Concert Wealth Management’s Portfolio GREK Stock Details GREK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-221
Closed -$5K – 654
2016
Q3 		$5K Buy
+221
New +$4.78K ﹤0.01% 967

Other funds holding GREK

William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Concert Wealth Management sold out of Global X MSCI Greece ETF (GREK) in Q4 2016, closing a stake of 221 shares — an estimated $5K sold.

Concert Wealth Management first reported a position in GREK in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 63 funds tracked by Wall St. Rank hold GREK as of Q4 2016.

  • Concert Wealth Management reported no remaining Global X MSCI Greece ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 221 Global X MSCI Greece ETF shares in Q4 2016, an estimated $5K.
  • Concert Wealth Management first reported a position in Global X MSCI Greece ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Global X MSCI Greece ETF position peaked at $5K in Q3 2016.
  • 63 funds tracked by Wall St. Rank held Global X MSCI Greece ETF as of Q4 2016.

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