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Concert Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

Concert Wealth Management’s Portfolio PSI Stock Details PSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,665
Closed -$51K – 811
2016
Q3 		$51K Buy
+4,665
New +$47K 0.01% 811

Other funds holding PSI

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco Semiconductors ETF (PSI) in Q4 2016, closing a stake of 4,665 shares — an estimated $51K sold.

Concert Wealth Management first reported a position in PSI in Q3 2016 and held it in 1 quarter. The position peaked at $51K in Q3 2016. 30 funds tracked by Wall St. Rank hold PSI as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Semiconductors ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 4,665 Invesco Semiconductors ETF shares in Q4 2016, an estimated $51K.
  • Concert Wealth Management first reported a position in Invesco Semiconductors ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco Semiconductors ETF position peaked at $51K in Q3 2016.
  • 30 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2016.

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