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Concert Wealth Management’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Concert Wealth Management’s Portfolio PEZ Stock Details PEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-780
Closed -$33K – 795
2016
Q3 		$33K Buy
+780
New +$33.4K ﹤0.01% 859

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VKH
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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
Susquehanna International Group
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Concert Wealth Management's PEZ Position: Q4 2016 in Review

Concert Wealth Management sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q4 2016, closing a stake of 780 shares — an estimated $33K sold.

Concert Wealth Management first reported a position in PEZ in Q3 2016 and held it in 1 quarter. The position peaked at $33K in Q3 2016. 28 funds tracked by Wall St. Rank hold PEZ as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 780 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q4 2016, an estimated $33K.
  • Concert Wealth Management first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $33K in Q3 2016.
  • 28 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q4 2016.

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