CWM
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Concert Wealth Management’s ProShares Trust UltraShort Lehman 7-10 Year Treasury PST Stock Holding History

Concert Wealth Management’s Portfolio PST Stock Details PST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-668
Closed -$14K – 816
2016
Q3 		$14K Buy
+668
New +$13.4K ﹤0.01% 927

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

Concert Wealth Management sold out of ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) in Q4 2016, closing a stake of 668 shares — an estimated $14K sold.

Concert Wealth Management first reported a position in PST in Q3 2016 and held it in 1 quarter. The position peaked at $14K in Q3 2016. 24 funds tracked by Wall St. Rank hold PST as of Q4 2016.

  • Concert Wealth Management reported no remaining ProShares Trust UltraShort Lehman 7-10 Year Treasury position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 668 ProShares Trust UltraShort Lehman 7-10 Year Treasury shares in Q4 2016, an estimated $14K.
  • Concert Wealth Management first reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's ProShares Trust UltraShort Lehman 7-10 Year Treasury position peaked at $14K in Q3 2016.
  • 24 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 7-10 Year Treasury as of Q4 2016.

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