CWM
MCRO

Concert Wealth Management’s IQ Hedge Macro Tracker MCRO Stock Holding History

Concert Wealth Management’s Portfolio MCRO Stock Details MCRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,142
Closed -$79K – 1013
2016
Q3 		$79K Buy
+3,142
New +$78.6K 0.01% 768

Other funds holding MCRO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Concert Wealth Management sold out of IQ Hedge Macro Tracker (MCRO) in Q4 2016, closing a stake of 3,142 shares — an estimated $79K sold.

Concert Wealth Management first reported a position in MCRO in Q3 2016 and held it in 1 quarter. The position peaked at $79K in Q3 2016. 10 funds tracked by Wall St. Rank hold MCRO as of Q4 2016.

  • Concert Wealth Management reported no remaining IQ Hedge Macro Tracker position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 3,142 IQ Hedge Macro Tracker shares in Q4 2016, an estimated $79K.
  • Concert Wealth Management first reported a position in IQ Hedge Macro Tracker in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's IQ Hedge Macro Tracker position peaked at $79K in Q3 2016.
  • 10 funds tracked by Wall St. Rank held IQ Hedge Macro Tracker as of Q4 2016.

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