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Concert Wealth Management’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Concert Wealth Management’s Portfolio HEEM Stock Details HEEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-55
Closed -$1K – 664
2016
Q3 		$1K Buy
+55
New +$1.19K ﹤0.01% 1004

Other funds holding HEEM

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IDBONY
Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q4 2016, closing a stake of 55 shares — an estimated $1K sold.

Concert Wealth Management first reported a position in HEEM in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 28 funds tracked by Wall St. Rank hold HEEM as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 55 iShares Currency Hedged MSCI Emerging Markets shares in Q4 2016, an estimated $1K.
  • Concert Wealth Management first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Currency Hedged MSCI Emerging Markets position peaked at $1K in Q3 2016.
  • 28 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q4 2016.

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