CWM
NFO

Concert Wealth Management’s Invesco Insider Sentiment ETF NFO Stock Holding History

Concert Wealth Management’s Portfolio NFO Stock Details NFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed – – 991
2016
Q3 		$0 Buy
+200
New +$9.98K ﹤0.01% 1049

Other funds holding NFO

WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco Insider Sentiment ETF (NFO) in Q4 2016, closing a stake of 200 shares.

Concert Wealth Management first reported a position in NFO in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 28 funds tracked by Wall St. Rank hold NFO as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Insider Sentiment ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 200 Invesco Insider Sentiment ETF shares in Q4 2016.
  • Concert Wealth Management first reported a position in Invesco Insider Sentiment ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco Insider Sentiment ETF position peaked at $0 in Q3 2016.
  • 28 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q4 2016.

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