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Concert Wealth Management’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Concert Wealth Management’s Portfolio SPFF Stock Details SPFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-90
Closed -$1K – 866
2016
Q3 		$1K Buy
+90
New +$1.23K ﹤0.01% 1009

Other funds holding SPFF

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

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

Concert Wealth Management sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2016, closing a stake of 90 shares — an estimated $1K sold.

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

  • Concert Wealth Management reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 90 Global X SuperIncome Preferred ETF shares in Q4 2016, an estimated $1K.
  • Concert Wealth Management first reported a position in Global X SuperIncome Preferred ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Global X SuperIncome Preferred ETF position peaked at $1K in Q3 2016.
  • 39 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2016.

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