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Concert Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Concert Wealth Management’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-300
Closed -$10K – 724
2016
Q3 		$10K Buy
+300
New +$9.63K ﹤0.01% 941

Other funds holding IXC

MIFH
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares Global Energy ETF (IXC) in Q4 2016, closing a stake of 300 shares — an estimated $10K sold.

Concert Wealth Management first reported a position in IXC in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 114 funds tracked by Wall St. Rank hold IXC as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Global Energy ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 300 iShares Global Energy ETF shares in Q4 2016, an estimated $10K.
  • Concert Wealth Management first reported a position in iShares Global Energy ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Global Energy ETF position peaked at $10K in Q3 2016.
  • 114 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2016.

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