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Concert Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

Concert Wealth Management’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-622
Closed -$38K – 725
2016
Q3 		$38K Buy
+622
New +$39.1K ﹤0.01% 846

Other funds holding IXP

V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q4 2016, closing a stake of 622 shares — an estimated $38K sold.

Concert Wealth Management first reported a position in IXP in Q3 2016 and held it in 1 quarter. The position peaked at $38K in Q3 2016. 77 funds tracked by Wall St. Rank hold IXP as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 622 iShares Global Comm Services ETF shares in Q4 2016, an estimated $38K.
  • Concert Wealth Management first reported a position in iShares Global Comm Services ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Global Comm Services ETF position peaked at $38K in Q3 2016.
  • 77 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2016.

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