Concert Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,700	Closed	-$102K	–	735
2016 Q3	$102K	Buy	+2,700	New	+$104K	0.01%	744
2016 Q2	–	Sell	-6,780	Closed	-$253K	–	715
2016 Q1	$253K	Hold	6,780	–	–	0.03%	515
2015 Q4	$246K	Buy	+6,780	New	+$245K	0.03%	530
2014 Q3	–	Sell	-9,066	Closed	-$293K	–	572
2014 Q2	$293K	Sell	9,066 -1,476	-14%	-$47.9K	0.04%	422
2014 Q1	$332K	Sell	10,542 -3,564	-25%	-$111K	0.04%	380
2013 Q4	$451K	Buy	14,106 +2,694	+24%	+$83.9K	0.06%	283
2013 Q3	$340K	Buy	+11,412	New	+$342K	0.05%	337

Other funds holding IYK

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

BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return