CWM
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Concert Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Concert Wealth Management’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-16,464
Closed -$340K – 695
2016
Q3 		$340K Buy
+16,464
New +$326K 0.04% 455

Other funds holding IGM

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2016, closing a stake of 16,464 shares — an estimated $340K sold.

Concert Wealth Management first reported a position in IGM in Q3 2016 and held it in 1 quarter. The position peaked at $340K in Q3 2016. 101 funds tracked by Wall St. Rank hold IGM as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 16,464 iShares Expanded Tech Sector ETF shares in Q4 2016, an estimated $340K.
  • Concert Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Expanded Tech Sector ETF position peaked at $340K in Q3 2016.
  • 101 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2016.

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