Concert Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,404	Closed	-$130K	–	729
2016 Q3	$130K	Buy	+4,404	New	+$127K	0.02%	718
2016 Q2	–	Sell	-11,319	Closed	-$303K	–	714
2016 Q1	$303K	Sell	11,319 -300	-3%	-$7.93K	0.04%	455
2015 Q4	$349K	Buy	+11,619	New	+$353K	0.05%	436

Other funds holding IYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q4 2016, closing a stake of 4,404 shares — an estimated $130K sold.

Concert Wealth Management first reported a position in IYG in Q4 2015 and held it in 3 quarters. The position peaked at $349K in Q4 2015. 104 funds tracked by Wall St. Rank hold IYG as of Q4 2016.

Concert Wealth Management reported no remaining iShares US Financial Services ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 4,404 iShares US Financial Services ETF shares in Q4 2016, an estimated $130K.
Concert Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2015 and held it in 3 quarters.
Concert Wealth Management's iShares US Financial Services ETF position peaked at $349K in Q4 2015.
104 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2016.

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