CWM
IRY

Concert Wealth Management’s SPDR S&P International Health Care Sector IRY Stock Holding History

Concert Wealth Management’s Portfolio IRY Stock Details IRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-587
Closed -$28K – 1023
2016
Q3 		$28K Buy
+587
New +$28.5K ﹤0.01% 876

Other funds holding IRY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Concert Wealth Management sold out of SPDR S&P International Health Care Sector (IRY) in Q4 2016, closing a stake of 587 shares — an estimated $28K sold.

Concert Wealth Management first reported a position in IRY in Q3 2016 and held it in 1 quarter. The position peaked at $28K in Q3 2016. 23 funds tracked by Wall St. Rank hold IRY as of Q4 2016.

  • Concert Wealth Management reported no remaining SPDR S&P International Health Care Sector position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 587 SPDR S&P International Health Care Sector shares in Q4 2016, an estimated $28K.
  • Concert Wealth Management first reported a position in SPDR S&P International Health Care Sector in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's SPDR S&P International Health Care Sector position peaked at $28K in Q3 2016.
  • 23 funds tracked by Wall St. Rank held SPDR S&P International Health Care Sector as of Q4 2016.

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