Concert Wealth Management’s High Yield ETF HYLD Stock Holding History

Concert Wealth Management’s Portfolio HYLD Stock Details HYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-18,802	Closed	–	–	726
2015 Q1	$0	Sell	18,802 -57,868	-75%	-$2.41M	﹤0.01%	649
2014 Q4	$3.15M	Buy	76,670 +51,544	+205%	+$2.37M	0.48%	37
2014 Q3	$1.26M	Sell	25,126 -30,376	-55%	-$1.59M	0.17%	91
2014 Q2	$2.94M	Sell	55,502 -1,154	-2%	-$61K	0.36%	19
2014 Q1	$2.98M	Buy	56,656 +1,957	+4%	+$102K	0.37%	20
2013 Q4	$2.83M	Buy	+54,699	New	+$2.84M	0.36%	22

Other funds holding HYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return