CWM
PSAU

Concert Wealth Management’s Invesco Global Gold and Precious Metals ETF PSAU Stock Holding History

Concert Wealth Management’s Portfolio PSAU Stock Details PSAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-110
Closed -$2K – 1017
2016
Q3 		$2K Buy
+110
New +$2.69K ﹤0.01% 1000

Other funds holding PSAU

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco Global Gold and Precious Metals ETF (PSAU) in Q4 2016, closing a stake of 110 shares — an estimated $2K sold.

Concert Wealth Management first reported a position in PSAU in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 21 funds tracked by Wall St. Rank hold PSAU as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Global Gold and Precious Metals ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 110 Invesco Global Gold and Precious Metals ETF shares in Q4 2016, an estimated $2K.
  • Concert Wealth Management first reported a position in Invesco Global Gold and Precious Metals ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco Global Gold and Precious Metals ETF position peaked at $2K in Q3 2016.
  • 21 funds tracked by Wall St. Rank held Invesco Global Gold and Precious Metals ETF as of Q4 2016.

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