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Concert Wealth Management’s ProShares Short High Yield SJB Stock Holding History

Concert Wealth Management’s Portfolio SJB Stock Details SJB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$703K Hold
30,392
– – 2.85% 13
2017
Q2 		$715K Buy
+30,392
New +$722K 0.69% 39

Other funds holding SJB

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FPC
Falcon Point Capital San Francisco, California $11.9M AUM 55.76% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concert Wealth Management's SJB Position: Q3 2017 in Review

Concert Wealth Management held its ProShares Short High Yield (SJB) position steady in Q3 2017 at 30,392 shares worth $703K. The position accounts for 2.85% of the portfolio, ranked #13.

Concert Wealth Management first reported a position in SJB in Q2 2017 and has held it in 2 quarters since. The position peaked at $715K in Q2 2017. 17 funds tracked by Wall St. Rank hold SJB as of Q3 2017.

  • Concert Wealth Management held 30,392 shares of ProShares Short High Yield worth $703K as of Q3 2017.
  • Concert Wealth Management left its ProShares Short High Yield share count unchanged in Q3 2017.
  • ProShares Short High Yield made up 2.85% of Concert Wealth Management's portfolio in Q3 2017, its #13 holding.
  • Concert Wealth Management first reported a position in ProShares Short High Yield in Q2 2017 and has held it in 2 quarters since.
  • Concert Wealth Management's ProShares Short High Yield position peaked at $715K in Q2 2017.
  • 17 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.