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CWM
Concert Wealth Management’s
VanEck Agribusiness ETF
MOO
Stock Holding History
Concert Wealth Management’s Portfolio
MOO Stock Details
MOO Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q2
–
Sell
-5,108
Closed
-$238K
–
720
2016
Q1
$238K
Hold
5,108
–
–
0.03%
541
2015
Q4
$237K
Buy
5,108
+150
+3%
+$7.22K
0.03%
543
2015
Q3
$229K
Hold
4,958
–
–
0.03%
571
2015
Q2
$275K
Buy
+4,958
New
+$277K
0.04%
538
2015
Q1
–
Sell
-4,828
Closed
-$253K
–
573
2014
Q4
$253K
Hold
4,828
–
–
0.04%
515
2014
Q3
$254K
Sell
4,828
-50
-1%
-$2.69K
0.03%
427
2014
Q2
$262K
Sell
4,878
-1
-0%
-$55
0.03%
447
2014
Q1
$262K
Hold
4,879
–
–
0.03%
442
2013
Q4
$264K
Buy
4,879
+1
+0%
+$53
0.03%
416
2013
Q3
$250K
Sell
4,878
-121
-2%
-$6.19K
0.04%
417
2013
Q2
$257K
Buy
+4,999
New
+$267K
0.04%
379
Other funds holding MOO
QI
QS Investors
New York
$8.47B AUM
30.71%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MIH
Madison Investment Holdings
Madison, Wisconsin
$6.16B AUM
11.67%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Comerica Bank
Dallas, Texas
$25.1B AUM
24.68%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg, Pennsylvania
$19.6B AUM
25.25%
1-Year Est. Return
LFM
Lumina Fund Management
New York
$164M AUM
27.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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