CWM
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Concert Wealth Management’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Concert Wealth Management’s Portfolio SCJ Stock Details SCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-26
Closed -$2K – 850
2016
Q3 		$2K Buy
+26
New +$1.61K ﹤0.01% 998

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Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Jane Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q4 2016, closing a stake of 26 shares — an estimated $2K sold.

Concert Wealth Management first reported a position in SCJ in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 33 funds tracked by Wall St. Rank hold SCJ as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 26 iShares MSCI Japan Small-Cap ETF shares in Q4 2016, an estimated $2K.
  • Concert Wealth Management first reported a position in iShares MSCI Japan Small-Cap ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares MSCI Japan Small-Cap ETF position peaked at $2K in Q3 2016.
  • 33 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q4 2016.

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