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Concert Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Concert Wealth Management’s Portfolio PPA Stock Details PPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-7,781
Closed -$301K – 806
2016
Q3 		$301K Buy
+7,781
New +$300K 0.04% 495

Other funds holding PPA

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco Aerospace & Defense ETF (PPA) in Q4 2016, closing a stake of 7,781 shares — an estimated $301K sold.

Concert Wealth Management first reported a position in PPA in Q3 2016 and held it in 1 quarter. The position peaked at $301K in Q3 2016. 63 funds tracked by Wall St. Rank hold PPA as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Aerospace & Defense ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 7,781 Invesco Aerospace & Defense ETF shares in Q4 2016, an estimated $301K.
  • Concert Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco Aerospace & Defense ETF position peaked at $301K in Q3 2016.
  • 63 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2016.

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