Concert Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-16,868	Closed	-$696K	–	676
2016 Q3	$696K	Buy	16,868 +8,768	+108%	+$350K	0.08%	300
2016 Q2	$292K	Buy	8,100 +2,350	+41%	+$88.3K	0.04%	470
2016 Q1	$211K	Sell	5,750 -370	-6%	-$13.4K	0.03%	573
2015 Q4	$249K	Hold	6,120	–	–	0.03%	524
2015 Q3	$241K	Sell	6,120 -200	-3%	-$8.41K	0.03%	557
2015 Q2	$278K	Buy	+6,320	New	+$276K	0.04%	534
2015 Q1	–	Sell	-7,050	Closed	-$305K	–	544
2014 Q4	$305K	Buy	+7,050	New	+$285K	0.05%	458

Other funds holding IAI

DSAM Partners London, United Kingdom $176M AUM 83.78% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

SCM

Sandler Capital Management New York $193M AUM 77.14% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2016, closing a stake of 16,868 shares — an estimated $696K sold.

Concert Wealth Management first reported a position in IAI in Q4 2014 and held it in 7 quarters. The position peaked at $696K in Q3 2016. 51 funds tracked by Wall St. Rank hold IAI as of Q4 2016.

Concert Wealth Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 16,868 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2016, an estimated $696K.
Concert Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2014 and held it in 7 quarters.
Concert Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $696K in Q3 2016.
51 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2016.

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