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Concert Wealth Management’s Invesco Global Water ETF PIO Stock Holding History

Concert Wealth Management’s Portfolio PIO Stock Details PIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,347
Closed -$96K – 800
2016
Q3 		$96K Buy
+4,347
New +$95.8K 0.01% 751
2014
Q2 		– Sell
-8,407
Closed -$201K – 582
2014
Q1 		$201K Buy
+8,407
New +$196K 0.03% 513

Other funds holding PIO

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco Global Water ETF (PIO) in Q4 2016, closing a stake of 4,347 shares — an estimated $96K sold.

Concert Wealth Management first reported a position in PIO in Q1 2014 and held it in 2 quarters. The position peaked at $201K in Q1 2014. 57 funds tracked by Wall St. Rank hold PIO as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Global Water ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 4,347 Invesco Global Water ETF shares in Q4 2016, an estimated $96K.
  • Concert Wealth Management first reported a position in Invesco Global Water ETF in Q1 2014 and held it in 2 quarters.
  • Concert Wealth Management's Invesco Global Water ETF position peaked at $201K in Q1 2014.
  • 57 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2016.

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