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Concert Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Concert Wealth Management’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-11,048
Closed -$600K – 736
2016
Q3 		$600K Buy
+11,048
New +$597K 0.07% 339

Other funds holding IYY

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q4 2016, closing a stake of 11,048 shares — an estimated $600K sold.

Concert Wealth Management first reported a position in IYY in Q3 2016 and held it in 1 quarter. The position peaked at $600K in Q3 2016. 107 funds tracked by Wall St. Rank hold IYY as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 11,048 iShares Dow Jones US ETF shares in Q4 2016, an estimated $600K.
  • Concert Wealth Management first reported a position in iShares Dow Jones US ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Dow Jones US ETF position peaked at $600K in Q3 2016.
  • 107 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2016.

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