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Concert Wealth Management’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Concert Wealth Management’s Portfolio VWOB Stock Details VWOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-115
Closed -$9K – 926
2016
Q3 		$9K Buy
+115
New +$9.32K ﹤0.01% 952

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SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Concert Wealth Management sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q4 2016, closing a stake of 115 shares — an estimated $9K sold.

Concert Wealth Management first reported a position in VWOB in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 68 funds tracked by Wall St. Rank hold VWOB as of Q4 2016.

  • Concert Wealth Management reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 115 Vanguard Emerging Markets Government Bond ETF shares in Q4 2016, an estimated $9K.
  • Concert Wealth Management first reported a position in Vanguard Emerging Markets Government Bond ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Vanguard Emerging Markets Government Bond ETF position peaked at $9K in Q3 2016.
  • 68 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q4 2016.

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