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Concert Wealth Management’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Concert Wealth Management’s Portfolio IDGT Stock Details IDGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-100
Closed -$4K – 681
2016
Q3 		$4K Buy
+100
New +$3.83K ﹤0.01% 976

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CA
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SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q4 2016, closing a stake of 100 shares — an estimated $4K sold.

Concert Wealth Management first reported a position in IDGT in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 35 funds tracked by Wall St. Rank hold IDGT as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 100 iShares US Digital Infrastructure and Real Estate ETF shares in Q4 2016, an estimated $4K.
  • Concert Wealth Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares US Digital Infrastructure and Real Estate ETF position peaked at $4K in Q3 2016.
  • 35 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q4 2016.

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