CWM
SNDS

Concert Wealth Management’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History

Concert Wealth Management’s Portfolio SNDS Stock Details SNDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-26,494
Closed -$513K – 1042
2016
Q3 		$513K Buy
26,494
+7,851
+42% +$152K 0.06% 368
2016
Q2 		$348K Buy
+18,643
New +$348K 0.05% 420

Other funds holding SNDS

HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

Concert Wealth Management sold out of SUSTAINABLE NORTH AMERICAN OIL SANDS ETF (SNDS) in Q4 2016, closing a stake of 26,494 shares — an estimated $513K sold.

Concert Wealth Management first reported a position in SNDS in Q2 2016 and held it in 2 quarters. The position peaked at $513K in Q3 2016. 22 funds tracked by Wall St. Rank hold SNDS as of Q4 2016.

  • Concert Wealth Management reported no remaining SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 26,494 SUSTAINABLE NORTH AMERICAN OIL SANDS ETF shares in Q4 2016, an estimated $513K.
  • Concert Wealth Management first reported a position in SUSTAINABLE NORTH AMERICAN OIL SANDS ETF in Q2 2016 and held it in 2 quarters.
  • Concert Wealth Management's SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position peaked at $513K in Q3 2016.
  • 22 funds tracked by Wall St. Rank held SUSTAINABLE NORTH AMERICAN OIL SANDS ETF as of Q4 2016.

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