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Concert Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Concert Wealth Management’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,272
Closed -$47K – 734
2016
Q3 		$47K Buy
+1,272
New +$44.9K 0.01% 821

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UCFA
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MIFH
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares US Transportation ETF (IYT) in Q4 2016, closing a stake of 1,272 shares — an estimated $47K sold.

Concert Wealth Management first reported a position in IYT in Q3 2016 and held it in 1 quarter. The position peaked at $47K in Q3 2016. 131 funds tracked by Wall St. Rank hold IYT as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares US Transportation ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,272 iShares US Transportation ETF shares in Q4 2016, an estimated $47K.
  • Concert Wealth Management first reported a position in iShares US Transportation ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares US Transportation ETF position peaked at $47K in Q3 2016.
  • 131 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2016.

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