CWM
PUW

Concert Wealth Management’s Invesco WilderHill Progressive Energy ETF PUW Stock Holding History

Concert Wealth Management’s Portfolio PUW Stock Details PUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-500
Closed -$12K – 985
2016
Q3 		$12K Buy
+500
New +$11.7K ﹤0.01% 936

Other funds holding PUW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco WilderHill Progressive Energy ETF (PUW) in Q4 2016, closing a stake of 500 shares — an estimated $12K sold.

Concert Wealth Management first reported a position in PUW in Q3 2016 and held it in 1 quarter. The position peaked at $12K in Q3 2016. 20 funds tracked by Wall St. Rank hold PUW as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco WilderHill Progressive Energy ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 500 Invesco WilderHill Progressive Energy ETF shares in Q4 2016, an estimated $12K.
  • Concert Wealth Management first reported a position in Invesco WilderHill Progressive Energy ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco WilderHill Progressive Energy ETF position peaked at $12K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held Invesco WilderHill Progressive Energy ETF as of Q4 2016.

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