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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
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 – 718
2015
Q3 		$303K Buy
+11,601
New +$323K 0.04% 479
2014
Q4 		– Hold
0
– – – 558
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 – 551
2013
Q3 		$324K Buy
+14,588
New +$321K 0.05% 349
2013
Q2 		– Hold
0
– – – 136

Other funds holding ITB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $503M AUM 0.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Concert Wealth Management held its iShares US Home Construction ETF (ITB) position steady in Q4 2016 at 0 shares worth $447K. The position accounts for 0.1% of the portfolio, ranked #276.

Concert Wealth Management first reported a position in ITB in Q3 2013 and has held it in 4 quarters since. The position peaked at $442K in Q1 2016. 134 funds tracked by Wall St. Rank hold ITB as of Q4 2016.

  • Concert Wealth Management held 0 shares of iShares US Home Construction ETF worth $447K as of Q4 2016.
  • Concert Wealth Management left its iShares US Home Construction ETF share count unchanged in Q4 2016.
  • iShares US Home Construction ETF made up 0.1% of Concert Wealth Management's portfolio in Q4 2016, its #276 holding.
  • Concert Wealth Management first reported a position in iShares US Home Construction ETF in Q3 2013 and has held it in 4 quarters since.
  • Concert Wealth Management's iShares US Home Construction ETF position peaked at $442K in Q1 2016.
  • 134 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2016.

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