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Concert Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Concert Wealth Management’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-970
Closed -$32K – 863
2016
Q3 		$32K Buy
+970
New +$31.9K ﹤0.01% 863

Other funds holding SPBO

Wells Fargo
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IWMPD
Integrated Wealth Management (Palm Desert) Palm Desert, California $299M AUM 12.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Concert Wealth Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2016, closing a stake of 970 shares — an estimated $32K sold.

Concert Wealth Management first reported a position in SPBO in Q3 2016 and held it in 1 quarter. The position peaked at $32K in Q3 2016. 15 funds tracked by Wall St. Rank hold SPBO as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 970 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2016, an estimated $32K.
  • Concert Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $32K in Q3 2016.
  • 15 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2016.

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