Concert Wealth Management’s POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO PXMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-440	Closed	-$13K	–	1027
2016 Q3	$13K	Buy	+440	New	+$13K	﹤0.01%	932

Other funds holding PXMC

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

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

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

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

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

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

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

Concert Wealth Management sold out of POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO (PXMC) in Q4 2016, closing a stake of 440 shares — an estimated $13K sold.

Concert Wealth Management first reported a position in PXMC in Q3 2016 and held it in 1 quarter. The position peaked at $13K in Q3 2016. 20 funds tracked by Wall St. Rank hold PXMC as of Q4 2016.

Concert Wealth Management reported no remaining POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 440 POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO shares in Q4 2016, an estimated $13K.
Concert Wealth Management first reported a position in POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO position peaked at $13K in Q3 2016.
20 funds tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO as of Q4 2016.

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