Concert Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-3,441	Closed	-$334K	–	840
2016 Q3	$334K	Buy	+3,441	New	+$345K	0.04%	461
2015 Q1	–	Sell	-2,664	Closed	-$242K	–	597
2014 Q4	$242K	Buy	+2,664	New	+$233K	0.04%	525

Other funds holding RWR

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Concert Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2016, closing a stake of 3,441 shares — an estimated $334K sold.

Concert Wealth Management first reported a position in RWR in Q4 2014 and held it in 2 quarters. The position peaked at $334K in Q3 2016. 224 funds tracked by Wall St. Rank hold RWR as of Q4 2016.

Concert Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 3,441 State Street SPDR Dow Jones REIT ETF shares in Q4 2016, an estimated $334K.
Concert Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2014 and held it in 2 quarters.
Concert Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $334K in Q3 2016.
224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2016.

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