Concert Wealth Management’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Concert Wealth Management’s Portfolio PICK Stock Details PICK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-7,965	Closed	-$313K	–	576
2014 Q2	$313K	Sell	7,965 -320	-4%	-$12.7K	0.04%	402
2014 Q1	$324K	Buy	8,285 +1,862	+29%	+$71K	0.04%	386
2013 Q4	$268K	Buy	6,423 +978	+18%	+$38.9K	0.03%	410
2013 Q3	$209K	Buy	+5,445	New	+$201K	0.03%	475

Other funds holding PICK

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Concert Wealth Management's PICK Position: Q3 2014 in Review

Concert Wealth Management sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2014, closing a stake of 7,965 shares — an estimated $313K sold.

Concert Wealth Management first reported a position in PICK in Q3 2013 and held it in 4 quarters. The position peaked at $324K in Q1 2014. 18 funds tracked by Wall St. Rank hold PICK as of Q3 2014.

Concert Wealth Management reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q3 2014 after selling out during the quarter.
Concert Wealth Management sold 7,965 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2014, an estimated $313K.
Concert Wealth Management first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q3 2013 and held it in 4 quarters.
Concert Wealth Management's iShares MSCI Global Metals & Mining Producers ETF position peaked at $324K in Q1 2014.
18 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2014.

Based on Concert Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.