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Concert Wealth Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Concert Wealth Management’s Portfolio GWX Stock Details GWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-771
Closed -$24K – 659
2016
Q3 		$24K Buy
+771
New +$23.5K ﹤0.01% 884

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Concert Wealth Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2016, closing a stake of 771 shares — an estimated $24K sold.

Concert Wealth Management first reported a position in GWX in Q3 2016 and held it in 1 quarter. The position peaked at $24K in Q3 2016. 113 funds tracked by Wall St. Rank hold GWX as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 771 State Street SPDR S&P International Small Cap ETF shares in Q4 2016, an estimated $24K.
  • Concert Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $24K in Q3 2016.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2016.

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