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Concert Wealth Management’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

Concert Wealth Management’s Portfolio NFRA Stock Details NFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,846
Closed -$264K – 769
2016
Q3 		$264K Buy
+5,846
New +$265K 0.03% 534

Other funds holding NFRA

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BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
EA
Edge Advisors Atlanta, Georgia $1.12B AUM 9.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Concert Wealth Management sold out of FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) in Q4 2016, closing a stake of 5,846 shares — an estimated $264K sold.

Concert Wealth Management first reported a position in NFRA in Q3 2016 and held it in 1 quarter. The position peaked at $264K in Q3 2016. 31 funds tracked by Wall St. Rank hold NFRA as of Q4 2016.

  • Concert Wealth Management reported no remaining FlexShares STOXX Global Broad Infrastructure Index Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 5,846 FlexShares STOXX Global Broad Infrastructure Index Fund shares in Q4 2016, an estimated $264K.
  • Concert Wealth Management first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's FlexShares STOXX Global Broad Infrastructure Index Fund position peaked at $264K in Q3 2016.
  • 31 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q4 2016.

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