Concert Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-10,729	Closed	-$346K	–	737
2016 Q3	$346K	Sell	10,729 -2,326	-18%	-$76.7K	0.04%	451
2016 Q2	$436K	Buy	13,055 +733	+6%	+$22.9K	0.06%	372
2016 Q1	$383K	Sell	12,322 -58	-0.5%	-$1.64K	0.05%	403
2015 Q4	$352K	Buy	12,380 +741	+6%	+$21.6K	0.05%	432
2015 Q3	$313K	Buy	+11,639	New	+$333K	0.04%	466

Other funds holding IYZ

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

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

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

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

Concert Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q4 2016, closing a stake of 10,729 shares — an estimated $346K sold.

Concert Wealth Management first reported a position in IYZ in Q3 2015 and held it in 5 quarters. The position peaked at $436K in Q2 2016. 124 funds tracked by Wall St. Rank hold IYZ as of Q4 2016.

Concert Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 10,729 iShares US Telecommunications ETF shares in Q4 2016, an estimated $346K.
Concert Wealth Management first reported a position in iShares US Telecommunications ETF in Q3 2015 and held it in 5 quarters.
Concert Wealth Management's iShares US Telecommunications ETF position peaked at $436K in Q2 2016.
124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2016.

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