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Concert Wealth Management’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Concert Wealth Management’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-300
Closed -$4K – 860
2016
Q3 		$4K Buy
+300
New +$4.52K ﹤0.01% 981

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Royal Bank of Canada
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Jane Street
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q4 2016, closing a stake of 300 shares — an estimated $4K sold.

Concert Wealth Management first reported a position in SLVP in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 20 funds tracked by Wall St. Rank hold SLVP as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 300 iShares MSCI Global Silver and Metals Miners ETF shares in Q4 2016, an estimated $4K.
  • Concert Wealth Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $4K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q4 2016.

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