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Concert Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Concert Wealth Management’s Portfolio SPEM Stock Details SPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-220
Closed -$7K – 865
2016
Q3 		$7K Buy
+220
New +$6.52K ﹤0.01% 958

Other funds holding SPEM

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Concert Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2016, closing a stake of 220 shares — an estimated $7K sold.

Concert Wealth Management first reported a position in SPEM in Q3 2016 and held it in 1 quarter. The position peaked at $7K in Q3 2016. 39 funds tracked by Wall St. Rank hold SPEM as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 220 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2016, an estimated $7K.
  • Concert Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $7K in Q3 2016.
  • 39 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2016.

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