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Concert Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Concert Wealth Management’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-174
Closed -$4K – 742
2016
Q3 		$4K Buy
+174
New +$6.21K ﹤0.01% 978

Other funds holding KBWB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco KBW Bank ETF (KBWB) in Q4 2016, closing a stake of 174 shares — an estimated $4K sold.

Concert Wealth Management first reported a position in KBWB in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 56 funds tracked by Wall St. Rank hold KBWB as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco KBW Bank ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 174 Invesco KBW Bank ETF shares in Q4 2016, an estimated $4K.
  • Concert Wealth Management first reported a position in Invesco KBW Bank ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco KBW Bank ETF position peaked at $4K in Q3 2016.
  • 56 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2016.

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