Concert Wealth Management’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-10,265	Closed	-$209K	–	245
2017 Q1	$209K	Hold	10,265	–	–	0.05%	439
2016 Q4	$209K	Buy	10,265 +2,265	+28%	+$44.6K	0.05%	443
2016 Q3	$154K	Buy	+8,000	New	+$150K	0.02%	695

Other funds holding POWR

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concert Wealth Management's POWR Position: Q2 2017 in Review

Concert Wealth Management sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q2 2017, closing a stake of 10,265 shares — an estimated $209K sold.

Concert Wealth Management first reported a position in POWR in Q3 2016 and held it in 3 quarters. The position peaked at $209K in Q1 2017. 18 funds tracked by Wall St. Rank hold POWR as of Q2 2017.

Concert Wealth Management reported no remaining iShares U.S. Power Infrastructure ETF position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 10,265 iShares U.S. Power Infrastructure ETF shares in Q2 2017, an estimated $209K.
Concert Wealth Management first reported a position in iShares U.S. Power Infrastructure ETF in Q3 2016 and held it in 3 quarters.
Concert Wealth Management's iShares U.S. Power Infrastructure ETF position peaked at $209K in Q1 2017.
18 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.