CWM
SGDM icon

Concert Wealth Management’s Sprott Gold Miners ETF SGDM Stock Holding History

Concert Wealth Management’s Portfolio SGDM Stock Details SGDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-575
Closed -$11K – 853
2016
Q3 		$11K Buy
+575
New +$15.4K ﹤0.01% 939

Other funds holding SGDM

SR
Sloane Robinson London, United Kingdom $108M AUM 78.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Concert Wealth Management sold out of Sprott Gold Miners ETF (SGDM) in Q4 2016, closing a stake of 575 shares — an estimated $11K sold.

Concert Wealth Management first reported a position in SGDM in Q3 2016 and held it in 1 quarter. The position peaked at $11K in Q3 2016. 39 funds tracked by Wall St. Rank hold SGDM as of Q4 2016.

  • Concert Wealth Management reported no remaining Sprott Gold Miners ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 575 Sprott Gold Miners ETF shares in Q4 2016, an estimated $11K.
  • Concert Wealth Management first reported a position in Sprott Gold Miners ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Sprott Gold Miners ETF position peaked at $11K in Q3 2016.
  • 39 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q4 2016.

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