Concert Wealth Management’s POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO PXLC Stock Holding History

Concert Wealth Management’s Portfolio PXLC Stock Details PXLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-800	Closed	-$25K	–	1028
2016 Q3	$25K	Buy	+800	New	+$25K	﹤0.01%	881

Other funds holding PXLC

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Concert Wealth Management sold out of POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) in Q4 2016, closing a stake of 800 shares — an estimated $25K sold.

Concert Wealth Management first reported a position in PXLC in Q3 2016 and held it in 1 quarter. The position peaked at $25K in Q3 2016. 20 funds tracked by Wall St. Rank hold PXLC as of Q4 2016.

Concert Wealth Management reported no remaining POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 800 POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO shares in Q4 2016, an estimated $25K.
Concert Wealth Management first reported a position in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO position peaked at $25K in Q3 2016.
20 funds tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO as of Q4 2016.

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