Concert Wealth Management’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-6,287	Closed	-$475K	–	379
2017 Q1	$475K	Hold	6,287	–	–	0.11%	260
2016 Q4	$475K	Buy	+6,287	New	+$475K	0.11%	263