CWM
STH

Concert Wealth Management’s SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD STH Stock Holding History

Concert Wealth Management’s Portfolio STH Stock Details STH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-190
Closed -$5K – 1041
2016
Q3 		$5K Buy
+190
New +$5K ﹤0.01% 973

Other funds holding STH

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Concert Wealth Management sold out of SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD (STH) in Q4 2016, closing a stake of 190 shares — an estimated $5K sold.

Concert Wealth Management first reported a position in STH in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 11 funds tracked by Wall St. Rank hold STH as of Q4 2016.

  • Concert Wealth Management reported no remaining SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 190 SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD shares in Q4 2016, an estimated $5K.
  • Concert Wealth Management first reported a position in SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD position peaked at $5K in Q3 2016.
  • 11 funds tracked by Wall St. Rank held SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD as of Q4 2016.

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