Concert Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Concert Wealth Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,774	Closed	-$86K	–	720
2016 Q3	$86K	Buy	+1,774	New	+$86K	0.01%	760

Other funds holding IWP

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2016, closing a stake of 1,774 shares — an estimated $86K sold.

Concert Wealth Management first reported a position in IWP in Q3 2016 and held it in 1 quarter. The position peaked at $86K in Q3 2016. 407 funds tracked by Wall St. Rank hold IWP as of Q4 2016.

Concert Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 1,774 iShares Russell Mid-Cap Growth ETF shares in Q4 2016, an estimated $86K.
Concert Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $86K in Q3 2016.
407 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2016.

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