CWM
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Concert Wealth Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Concert Wealth Management’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-725
Closed -$22K – 682
2016
Q3 		$22K Buy
+725
New +$22.2K ﹤0.01% 896

Other funds holding IDLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q4 2016, closing a stake of 725 shares — an estimated $22K sold.

Concert Wealth Management first reported a position in IDLV in Q3 2016 and held it in 1 quarter. The position peaked at $22K in Q3 2016. 58 funds tracked by Wall St. Rank hold IDLV as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 725 Invesco S&P International Developed Low Volatility ETF shares in Q4 2016, an estimated $22K.
  • Concert Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $22K in Q3 2016.
  • 58 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q4 2016.

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