Concert Wealth Management’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-27,492	Closed	-$819K	–	735
2016 Q3	$819K	Buy	+27,492	New	+$788K	0.1%	258
2015 Q1	–	Sell	-28,748	Closed	-$749K	–	562
2014 Q4	$749K	Buy	28,748 +2,940	+11%	+$75K	0.11%	237
2014 Q3	$651K	Buy	25,808 +3,820	+17%	+$95.4K	0.09%	215
2014 Q2	$509K	Sell	21,988 -9,736	-31%	-$225K	0.06%	270
2014 Q1	$719K	Buy	31,724 +5,556	+21%	+$124K	0.09%	197
2013 Q4	$580K	Buy	26,168 +5,996	+30%	+$125K	0.07%	229
2013 Q3	$372K	Sell	20,172 -2,200	-10%	-$42.7K	0.05%	317
2013 Q2	$410K	Buy	+22,372	New	+$416K	0.06%	266

Other funds holding IYW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares US Technology ETF (IYW) in Q4 2016, closing a stake of 27,492 shares — an estimated $819K sold.

Concert Wealth Management first reported a position in IYW in Q2 2013 and held it in 8 quarters. The position peaked at $819K in Q3 2016. 248 funds tracked by Wall St. Rank hold IYW as of Q4 2016.

Concert Wealth Management reported no remaining iShares US Technology ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 27,492 iShares US Technology ETF shares in Q4 2016, an estimated $819K.
Concert Wealth Management first reported a position in iShares US Technology ETF in Q2 2013 and held it in 8 quarters.
Concert Wealth Management's iShares US Technology ETF position peaked at $819K in Q3 2016.
248 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2016.

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