CWM
NORW

Concert Wealth Management’s Global X MSCI Norway ETF NORW Stock Holding History

Concert Wealth Management’s Portfolio NORW Stock Details NORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-239
Closed -$3K – 1036
2016
Q3 		$3K Buy
+239
New +$2.52K ﹤0.01% 993

Other funds holding NORW

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Concert Wealth Management sold out of Global X MSCI Norway ETF (NORW) in Q4 2016, closing a stake of 239 shares — an estimated $3K sold.

Concert Wealth Management first reported a position in NORW in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 42 funds tracked by Wall St. Rank hold NORW as of Q4 2016.

  • Concert Wealth Management reported no remaining Global X MSCI Norway ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 239 Global X MSCI Norway ETF shares in Q4 2016, an estimated $3K.
  • Concert Wealth Management first reported a position in Global X MSCI Norway ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Global X MSCI Norway ETF position peaked at $3K in Q3 2016.
  • 42 funds tracked by Wall St. Rank held Global X MSCI Norway ETF as of Q4 2016.

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