CWM
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Concert Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Concert Wealth Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8
Closed – – 922
2016
Q3 		$0 Buy
+8
New +$483 ﹤0.01% 1042

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CAM
CGOV Asset Management Toronto, Ontario, Canada $1.73B AUM 9.15% 1-Year Est. Return
BM
Brandywine Managers Hockessin, Delaware $170M AUM 10.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Concert Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q4 2016, closing a stake of 8 shares.

Concert Wealth Management first reported a position in VT in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 269 funds tracked by Wall St. Rank hold VT as of Q4 2016.

  • Concert Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 8 Vanguard Total World Stock ETF shares in Q4 2016.
  • Concert Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Vanguard Total World Stock ETF position peaked at $0 in Q3 2016.
  • 269 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2016.

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