Concert Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Concert Wealth Management’s Portfolio SPIB Stock Details SPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,001	Closed	-$70K	–	869
2016 Q3	$70K	Buy	+2,001	New	+$69.8K	0.01%	780
2013 Q4	–	Sell	-6,369	Closed	-$214K	–	569
2013 Q3	$214K	Sell	6,369 -2,534	-28%	-$85K	0.03%	469
2013 Q2	$298K	Buy	+8,903	New	+$307K	0.04%	343

Other funds holding SPIB

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Concert Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2016, closing a stake of 2,001 shares — an estimated $70K sold.

Concert Wealth Management first reported a position in SPIB in Q2 2013 and held it in 3 quarters. The position peaked at $298K in Q2 2013. 121 funds tracked by Wall St. Rank hold SPIB as of Q4 2016.

Concert Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 2,001 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2016, an estimated $70K.
Concert Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2013 and held it in 3 quarters.
Concert Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $298K in Q2 2013.
121 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2016.

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