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Concert Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Concert Wealth Management’s Portfolio SPMB Stock Details SPMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-400
Closed -$11K – 870
2016
Q3 		$11K Buy
+400
New +$10.9K ﹤0.01% 940

Other funds holding SPMB

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Concert Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2016, closing a stake of 400 shares — an estimated $11K sold.

Concert Wealth Management first reported a position in SPMB in Q3 2016 and held it in 1 quarter. The position peaked at $11K in Q3 2016. 30 funds tracked by Wall St. Rank hold SPMB as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 400 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2016, an estimated $11K.
  • Concert Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $11K in Q3 2016.
  • 30 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2016.

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