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Concert Wealth Management’s Invesco Next Gen Connectivity ETF KNCT Stock Holding History

Concert Wealth Management’s Portfolio KNCT Stock Details KNCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-700
Closed -$28K – 749
2016
Q3 		$28K Buy
+700
New +$26.2K ﹤0.01% 874

Other funds holding KNCT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco Next Gen Connectivity ETF (KNCT) in Q4 2016, closing a stake of 700 shares — an estimated $28K sold.

Concert Wealth Management first reported a position in KNCT in Q3 2016 and held it in 1 quarter. The position peaked at $28K in Q3 2016. 20 funds tracked by Wall St. Rank hold KNCT as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Next Gen Connectivity ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 700 Invesco Next Gen Connectivity ETF shares in Q4 2016, an estimated $28K.
  • Concert Wealth Management first reported a position in Invesco Next Gen Connectivity ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco Next Gen Connectivity ETF position peaked at $28K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held Invesco Next Gen Connectivity ETF as of Q4 2016.

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