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Concert Wealth Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Concert Wealth Management’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,720
Closed -$61K – 711
2016
Q3 		$61K Buy
+1,720
New +$61.7K 0.01% 797

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q4 2016, closing a stake of 1,720 shares — an estimated $61K sold.

Concert Wealth Management first reported a position in ISCB in Q3 2016 and held it in 1 quarter. The position peaked at $61K in Q3 2016. 41 funds tracked by Wall St. Rank hold ISCB as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Morningstar Small-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,720 iShares Morningstar Small-Cap ETF shares in Q4 2016, an estimated $61K.
  • Concert Wealth Management first reported a position in iShares Morningstar Small-Cap ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Morningstar Small-Cap ETF position peaked at $61K in Q3 2016.
  • 41 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2016.

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