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Concert Wealth Management’s Invesco Building & Construction ETF PKB Stock Holding History

Concert Wealth Management’s Portfolio PKB Stock Details PKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$5K – 801
2016
Q3 		$5K Buy
+200
New +$5.29K ﹤0.01% 970

Other funds holding PKB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco Building & Construction ETF (PKB) in Q4 2016, closing a stake of 200 shares — an estimated $5K sold.

Concert Wealth Management first reported a position in PKB in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 54 funds tracked by Wall St. Rank hold PKB as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Building & Construction ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 200 Invesco Building & Construction ETF shares in Q4 2016, an estimated $5K.
  • Concert Wealth Management first reported a position in Invesco Building & Construction ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco Building & Construction ETF position peaked at $5K in Q3 2016.
  • 54 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2016.

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