CWM
GUR

Concert Wealth Management’s SPDR S&P Emerging Europe ETF GUR Stock Holding History

Concert Wealth Management’s Portfolio GUR Stock Details GUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-9,201
Closed -$239K – 1006
2016
Q3 		$239K Buy
+9,201
New +$238K 0.03% 569

Other funds holding GUR

VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Concert Wealth Management sold out of SPDR S&P Emerging Europe ETF (GUR) in Q4 2016, closing a stake of 9,201 shares — an estimated $239K sold.

Concert Wealth Management first reported a position in GUR in Q3 2016 and held it in 1 quarter. The position peaked at $239K in Q3 2016. 18 funds tracked by Wall St. Rank hold GUR as of Q4 2016.

  • Concert Wealth Management reported no remaining SPDR S&P Emerging Europe ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 9,201 SPDR S&P Emerging Europe ETF shares in Q4 2016, an estimated $239K.
  • Concert Wealth Management first reported a position in SPDR S&P Emerging Europe ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's SPDR S&P Emerging Europe ETF position peaked at $239K in Q3 2016.
  • 18 funds tracked by Wall St. Rank held SPDR S&P Emerging Europe ETF as of Q4 2016.

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