CWM
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Concert Wealth Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Concert Wealth Management’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-738
Closed -$27K – 744
2016
Q3 		$27K Buy
+738
New +$27.3K ﹤0.01% 877

Other funds holding KBWY

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2016, closing a stake of 738 shares — an estimated $27K sold.

Concert Wealth Management first reported a position in KBWY in Q3 2016 and held it in 1 quarter. The position peaked at $27K in Q3 2016. 38 funds tracked by Wall St. Rank hold KBWY as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 738 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2016, an estimated $27K.
  • Concert Wealth Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $27K in Q3 2016.
  • 38 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2016.

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