Concert Wealth Management’s Meidell Tactical Advantage ETF MATH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-73,570	Closed	-$2.15M	–	597
2014 Q1	$2.15M	Hold	73,570	–	–	0.27%	43
2013 Q4	$2.21M	Buy	+73,570	New	+$2.15M	0.28%	39

Other funds holding MATH

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Concert Wealth Management's MATH Position: Q2 2014 in Review

Concert Wealth Management sold out of Meidell Tactical Advantage ETF (MATH) in Q2 2014, closing a stake of 73,570 shares — an estimated $2.15M sold.

Concert Wealth Management first reported a position in MATH in Q4 2013 and held it in 2 quarters. The position peaked at $2.21M in Q4 2013. 4 funds tracked by Wall St. Rank hold MATH as of Q2 2014.

Concert Wealth Management reported no remaining Meidell Tactical Advantage ETF position as of Q2 2014 after selling out during the quarter.
Concert Wealth Management sold 73,570 Meidell Tactical Advantage ETF shares in Q2 2014, an estimated $2.15M.
Concert Wealth Management first reported a position in Meidell Tactical Advantage ETF in Q4 2013 and held it in 2 quarters.
Concert Wealth Management's Meidell Tactical Advantage ETF position peaked at $2.21M in Q4 2013.
4 funds tracked by Wall St. Rank held Meidell Tactical Advantage ETF as of Q2 2014.

Based on Concert Wealth Management's 13F filing for Q2 2014, filed 31 Jul 2014.