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Concert Wealth Management’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Concert Wealth Management’s Portfolio RSPM Stock Details RSPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-500
Closed -$9K – 835
2016
Q3 		$9K Buy
+500
New +$8.7K ﹤0.01% 951

Other funds holding RSPM

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q4 2016, closing a stake of 500 shares — an estimated $9K sold.

Concert Wealth Management first reported a position in RSPM in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 44 funds tracked by Wall St. Rank hold RSPM as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 500 Invesco S&P 500 Equal Weight Materials ETF shares in Q4 2016, an estimated $9K.
  • Concert Wealth Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $9K in Q3 2016.
  • 44 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q4 2016.

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