CWM
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Concert Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Concert Wealth Management’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,695
Closed -$41K – 702
2016
Q3 		$41K Buy
+1,695
New +$41.3K 0.01% 838
2013
Q3 		– Sell
-13,155
Closed -$216K – 533
2013
Q2 		$216K Buy
+13,155
New +$219K 0.03% 434

Other funds holding ILCG

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2016, closing a stake of 1,695 shares — an estimated $41K sold.

Concert Wealth Management first reported a position in ILCG in Q2 2013 and held it in 2 quarters. The position peaked at $216K in Q2 2013. 91 funds tracked by Wall St. Rank hold ILCG as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,695 iShares Morningstar Growth ETF shares in Q4 2016, an estimated $41K.
  • Concert Wealth Management first reported a position in iShares Morningstar Growth ETF in Q2 2013 and held it in 2 quarters.
  • Concert Wealth Management's iShares Morningstar Growth ETF position peaked at $216K in Q2 2013.
  • 91 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2016.

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