CWM
IFEU

Concert Wealth Management’s iShares Europe Developed Real Estate ETF IFEU Stock Holding History

Concert Wealth Management’s Portfolio IFEU Stock Details IFEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,703
Closed -$247K – 974
2016
Q3 		$247K Buy
+6,703
New +$247K 0.03% 559

Other funds holding IFEU

HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Banced Corp Edwardsville, Illinois $46.1M AUM 5.21% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares Europe Developed Real Estate ETF (IFEU) in Q4 2016, closing a stake of 6,703 shares — an estimated $247K sold.

Concert Wealth Management first reported a position in IFEU in Q3 2016 and held it in 1 quarter. The position peaked at $247K in Q3 2016. 24 funds tracked by Wall St. Rank hold IFEU as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Europe Developed Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 6,703 iShares Europe Developed Real Estate ETF shares in Q4 2016, an estimated $247K.
  • Concert Wealth Management first reported a position in iShares Europe Developed Real Estate ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Europe Developed Real Estate ETF position peaked at $247K in Q3 2016.
  • 24 funds tracked by Wall St. Rank held iShares Europe Developed Real Estate ETF as of Q4 2016.

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