CWM
PFA

Concert Wealth Management’s POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT PFA Stock Holding History

Concert Wealth Management’s Portfolio PFA Stock Details PFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,088
Closed -$63K – 1039
2016
Q3 		$63K Buy
+3,088
New +$63K 0.01% 790

Other funds holding PFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

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

Concert Wealth Management sold out of POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT (PFA) in Q4 2016, closing a stake of 3,088 shares — an estimated $63K sold.

Concert Wealth Management first reported a position in PFA in Q3 2016 and held it in 1 quarter. The position peaked at $63K in Q3 2016. 20 funds tracked by Wall St. Rank hold PFA as of Q4 2016.

  • Concert Wealth Management reported no remaining POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 3,088 POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT shares in Q4 2016, an estimated $63K.
  • Concert Wealth Management first reported a position in POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT position peaked at $63K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT as of Q4 2016.

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