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CWM
Concert Wealth Management’s
iShares US Home Construction ETF
ITB
Stock Holding History
Concert Wealth Management’s Portfolio
ITB Stock Details
ITB Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q1
–
Hold
0
–
-$447K
–
504
2016
Q4
–
Hold
0
–
–
–
276
2016
Q3
–
Hold
0
–
–
–
762
2016
Q2
–
Sell
-16,412
Closed
-$442K
–
713
2016
Q1
$442K
Buy
+16,412
New
+$404K
0.06%
378
2015
Q4
–
Sell
-11,601
Closed
-$303K
–
719
2015
Q3
$303K
Buy
+11,601
New
+$323K
0.04%
479
2015
Q1
–
Hold
0
–
-$214K
–
557
2014
Q4
–
Hold
0
–
–
–
558
2014
Q3
–
Hold
0
–
-$310K
–
567
2014
Q2
–
Sell
-14,486
Closed
-$346K
–
406
2014
Q1
$350K
Buy
+14,486
New
+$358K
0.04%
367
2013
Q4
–
Sell
-14,588
Closed
-$324K
–
552
2013
Q3
$324K
Buy
+14,588
New
+$321K
0.05%
349
2013
Q2
–
Hold
0
–
–
–
136
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25.57%
1-Year Est. Return
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$564B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
JCM
Janney Capital Management
Pittsburgh, Pennsylvania
$1.59B AUM
23.25%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
DC
Davenport & Co
Richmond, Virginia
$19.6B AUM
18.11%
1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva, Israel
$11.5B AUM
52.5%
1-Year Est. Return
PAG
Pinnacle Advisory Group
Columbia, Maryland
$2.17B AUM
39.21%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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