CWM
PIQ

Concert Wealth Management’s DYNAMIC MAGNIQUANT PORT PWRSHRS EXCH TR PIQ Stock Holding History

Concert Wealth Management’s Portfolio PIQ Stock Details PIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-18,893
Closed -$717K – 597
2013
Q4 		$717K Sell
18,893
-85
-0.4% -$3.13K 0.09% 199
2013
Q3 		$660K Sell
18,978
-50
-0.3% -$1.72K 0.09% 197
2013
Q2 		$610K Buy
+19,028
New +$606K 0.09% 184

Concert Wealth Management's PIQ Position: Q1 2014 in Review

Concert Wealth Management sold out of DYNAMIC MAGNIQUANT PORT PWRSHRS EXCH TR (PIQ) in Q1 2014, closing a stake of 18,893 shares — an estimated $717K sold.

Concert Wealth Management first reported a position in PIQ in Q2 2013 and held it in 3 quarters. The position peaked at $717K in Q4 2013. 0 funds tracked by Wall St. Rank hold PIQ as of Q1 2014.

  • Concert Wealth Management reported no remaining DYNAMIC MAGNIQUANT PORT PWRSHRS EXCH TR position as of Q1 2014 after selling out during the quarter.
  • Concert Wealth Management sold 18,893 DYNAMIC MAGNIQUANT PORT PWRSHRS EXCH TR shares in Q1 2014, an estimated $717K.
  • Concert Wealth Management first reported a position in DYNAMIC MAGNIQUANT PORT PWRSHRS EXCH TR in Q2 2013 and held it in 3 quarters.
  • Concert Wealth Management's DYNAMIC MAGNIQUANT PORT PWRSHRS EXCH TR position peaked at $717K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held DYNAMIC MAGNIQUANT PORT PWRSHRS EXCH TR as of Q1 2014.

Based on Concert Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.