CWM
GWGH

Concert Wealth Management’s GWG Holdings, Inc GWGH Stock Holding History

Concert Wealth Management’s Portfolio GWGH Stock Details GWGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$1.44M Buy
1,444,000
+220,000
+18% +$2.29M 5.85% 7
2017
Q2 		$1.22M Buy
+1,224,000
New +$12.6M 1.19% 20

Other funds holding GWGH

IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Concert Wealth Management's GWGH Position: Q3 2017 in Review

Concert Wealth Management increased its GWG Holdings, Inc (GWGH) stake by 18% in Q3 2017, buying an estimated $2.29M and bringing the position to 1,444,000 shares worth $1.44M. The position accounts for 5.85% of the portfolio, ranked #7.

Concert Wealth Management first reported a position in GWGH in Q2 2017 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold GWGH as of Q3 2017.

  • Concert Wealth Management held 1,444,000 shares of GWG Holdings, Inc worth $1.44M as of Q3 2017.
  • Concert Wealth Management bought 220,000 GWG Holdings, Inc shares in Q3 2017, an estimated $2.29M.
  • GWG Holdings, Inc made up 5.85% of Concert Wealth Management's portfolio in Q3 2017, its #7 holding.
  • Concert Wealth Management first reported a position in GWG Holdings, Inc in Q2 2017 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held GWG Holdings, Inc as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.