Concert Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-5,443	Closed	-$224K	–	688
2016 Q3	$224K	Sell	5,443 -549	-9%	-$22.4K	0.03%	600
2016 Q2	$235K	Buy	+5,992	New	+$248K	0.03%	549

Other funds holding IEUR

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2016, closing a stake of 5,443 shares — an estimated $224K sold.

Concert Wealth Management first reported a position in IEUR in Q2 2016 and held it in 2 quarters. The position peaked at $235K in Q2 2016. 70 funds tracked by Wall St. Rank hold IEUR as of Q4 2016.

Concert Wealth Management reported no remaining iShares Core MSCI Europe ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 5,443 iShares Core MSCI Europe ETF shares in Q4 2016, an estimated $224K.
Concert Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q2 2016 and held it in 2 quarters.
Concert Wealth Management's iShares Core MSCI Europe ETF position peaked at $235K in Q2 2016.
70 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2016.

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