CWM
RALS

Concert Wealth Management’s ProShares RAFI Long/Short RALS Stock Holding History

Concert Wealth Management’s Portfolio RALS Stock Details RALS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,553
Closed -$62K – 1014
2016
Q3 		$62K Buy
+1,553
New +$60.3K 0.01% 792

Other funds holding RALS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

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

Concert Wealth Management sold out of ProShares RAFI Long/Short (RALS) in Q4 2016, closing a stake of 1,553 shares — an estimated $62K sold.

Concert Wealth Management first reported a position in RALS in Q3 2016 and held it in 1 quarter. The position peaked at $62K in Q3 2016. 25 funds tracked by Wall St. Rank hold RALS as of Q4 2016.

  • Concert Wealth Management reported no remaining ProShares RAFI Long/Short position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,553 ProShares RAFI Long/Short shares in Q4 2016, an estimated $62K.
  • Concert Wealth Management first reported a position in ProShares RAFI Long/Short in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's ProShares RAFI Long/Short position peaked at $62K in Q3 2016.
  • 25 funds tracked by Wall St. Rank held ProShares RAFI Long/Short as of Q4 2016.

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