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Concert Wealth Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Concert Wealth Management’s Portfolio KBWD Stock Details KBWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,112
Closed -$24K – 743
2016
Q3 		$24K Buy
+1,112
New +$24.3K ﹤0.01% 885

Other funds holding KBWD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2016, closing a stake of 1,112 shares — an estimated $24K sold.

Concert Wealth Management first reported a position in KBWD in Q3 2016 and held it in 1 quarter. The position peaked at $24K in Q3 2016. 40 funds tracked by Wall St. Rank hold KBWD as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,112 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2016, an estimated $24K.
  • Concert Wealth Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $24K in Q3 2016.
  • 40 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2016.

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