CWM
RING icon

Concert Wealth Management’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Concert Wealth Management’s Portfolio RING Stock Details RING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,079
Closed -$69K – 832
2016
Q3 		$69K Sell
3,079
-59,884
-95% -$1.45M 0.01% 782
2016
Q2 		$1.48M Buy
+62,963
New +$1.3M 0.2% 132

Other funds holding RING

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares MSCI Global Gold Miners ETF (RING) in Q4 2016, closing a stake of 3,079 shares — an estimated $69K sold.

Concert Wealth Management first reported a position in RING in Q2 2016 and held it in 2 quarters. The position peaked at $1.48M in Q2 2016. 41 funds tracked by Wall St. Rank hold RING as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI Global Gold Miners ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 3,079 iShares MSCI Global Gold Miners ETF shares in Q4 2016, an estimated $69K.
  • Concert Wealth Management first reported a position in iShares MSCI Global Gold Miners ETF in Q2 2016 and held it in 2 quarters.
  • Concert Wealth Management's iShares MSCI Global Gold Miners ETF position peaked at $1.48M in Q2 2016.
  • 41 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q4 2016.

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