Concert Wealth Management’s iShares Edge MSCI Min Vol Japan ETF JPMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-82	Closed	-$5K	–	973
2016 Q3	$5K	Buy	+82	New	+$4.93K	﹤0.01%	971

Other funds holding JPMV

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares Edge MSCI Min Vol Japan ETF (JPMV) in Q4 2016, closing a stake of 82 shares — an estimated $5K sold.

Concert Wealth Management first reported a position in JPMV in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 14 funds tracked by Wall St. Rank hold JPMV as of Q4 2016.

Concert Wealth Management reported no remaining iShares Edge MSCI Min Vol Japan ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 82 iShares Edge MSCI Min Vol Japan ETF shares in Q4 2016, an estimated $5K.
Concert Wealth Management first reported a position in iShares Edge MSCI Min Vol Japan ETF in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's iShares Edge MSCI Min Vol Japan ETF position peaked at $5K in Q3 2016.
14 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Japan ETF as of Q4 2016.

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