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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-407	Closed	-$12K	–	871
2016 Q3	$12K	Buy	+407	New	+$12.5K	﹤0.01%	935
2016 Q2	–	Sell	-8,955	Closed	-$273K	–	733
2016 Q1	$273K	Sell	8,955 -3,635	-29%	-$111K	0.04%	489
2015 Q4	$382K	Sell	12,590 -20,121	-62%	-$614K	0.05%	416
2015 Q3	$998K	Buy	32,711 +74	+0.2%	+$2.26K	0.14%	195
2015 Q2	$997K	Buy	32,637 +14,460	+80%	+$443K	0.13%	204
2015 Q1	$64K	Sell	18,177 -43	-0.2%	-$1.32K	0.02%	439
2014 Q4	$557K	Sell	18,220 -22,334	-55%	-$685K	0.09%	294
2014 Q3	$1.24M	Buy	40,554 +12,260	+43%	+$377K	0.17%	97
2014 Q2	$836K	Buy	28,294 +712	+3%	+$21.9K	0.1%	171
2014 Q1	$844K	Buy	27,582 +1,712	+7%	+$52.6K	0.11%	169
2013 Q4	$791K	Buy	25,870 +5,507	+27%	+$169K	0.1%	178
2013 Q3	$624K	Buy	+20,363	New	+$624K	0.09%	211

Other funds holding SPSB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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

Concert Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2016, closing a stake of 407 shares — an estimated $12K sold.

Concert Wealth Management first reported a position in SPSB in Q3 2013 and held it in 12 quarters. The position peaked at $1.24M in Q3 2014. 188 funds tracked by Wall St. Rank hold SPSB as of Q4 2016.

Concert Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 407 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2016, an estimated $12K.
Concert Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2013 and held it in 12 quarters.
Concert Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.24M in Q3 2014.
188 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2016.

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