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Concert Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Concert Wealth Management’s Portfolio IMTM Stock Details IMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-59
Closed -$2K – 706
2016
Q3 		$2K Buy
+59
New +$1.55K ﹤0.01% 996

Other funds holding IMTM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2016, closing a stake of 59 shares — an estimated $2K sold.

Concert Wealth Management first reported a position in IMTM in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 8 funds tracked by Wall St. Rank hold IMTM as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 59 iShares MSCI Intl Momentum Factor ETF shares in Q4 2016, an estimated $2K.
  • Concert Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $2K in Q3 2016.
  • 8 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2016.

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