CWM
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Concert Wealth Management’s First Trust Cloud Computing ETF SKYY Stock Holding History

Concert Wealth Management’s Portfolio SKYY Stock Details SKYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-347
Closed -$12K – 857
2016
Q3 		$12K Buy
+347
New +$11.4K ﹤0.01% 934

Other funds holding SKYY

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Concert Wealth Management sold out of First Trust Cloud Computing ETF (SKYY) in Q4 2016, closing a stake of 347 shares — an estimated $12K sold.

Concert Wealth Management first reported a position in SKYY in Q3 2016 and held it in 1 quarter. The position peaked at $12K in Q3 2016. 64 funds tracked by Wall St. Rank hold SKYY as of Q4 2016.

  • Concert Wealth Management reported no remaining First Trust Cloud Computing ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 347 First Trust Cloud Computing ETF shares in Q4 2016, an estimated $12K.
  • Concert Wealth Management first reported a position in First Trust Cloud Computing ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's First Trust Cloud Computing ETF position peaked at $12K in Q3 2016.
  • 64 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q4 2016.

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