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Concert Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Concert Wealth Management’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-419
Closed -$47K – 658
2016
Q3 		$47K Buy
+419
New +$47.3K 0.01% 819

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2016, closing a stake of 419 shares — an estimated $47K sold.

Concert Wealth Management first reported a position in GVI in Q3 2016 and held it in 1 quarter. The position peaked at $47K in Q3 2016. 142 funds tracked by Wall St. Rank hold GVI as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 419 iShares Intermediate Government/Credit Bond ETF shares in Q4 2016, an estimated $47K.
  • Concert Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $47K in Q3 2016.
  • 142 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2016.

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