Concert Wealth Management’s IAMGOLD IAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-30,000	Closed	-$122K	–	677
2016 Q3	$122K	Hold	30,000	–	–	0.01%	725
2016 Q2	$124K	Hold	30,000	–	–	0.02%	637
2016 Q1	$66K	Buy	30,000 +10,000	+50%	+$19.5K	0.01%	657
2015 Q4	$28K	Hold	20,000	–	–	﹤0.01%	676
2015 Q3	$33K	Buy	+20,000	New	+$32.5K	﹤0.01%	693

Other funds holding IAG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Concert Wealth Management sold out of IAMGOLD (IAG) in Q4 2016, closing a stake of 30,000 shares — an estimated $122K sold.

Concert Wealth Management first reported a position in IAG in Q3 2015 and held it in 5 quarters. The position peaked at $124K in Q2 2016. 144 funds tracked by Wall St. Rank hold IAG as of Q4 2016.

Concert Wealth Management reported no remaining IAMGOLD position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 30,000 IAMGOLD shares in Q4 2016, an estimated $122K.
Concert Wealth Management first reported a position in IAMGOLD in Q3 2015 and held it in 5 quarters.
Concert Wealth Management's IAMGOLD position peaked at $124K in Q2 2016.
144 funds tracked by Wall St. Rank held IAMGOLD as of Q4 2016.

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