Concert Wealth Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-809	Closed	-$47K	–	930
2016 Q3	$47K	Buy	+809	New	+$45.3K	0.01%	823
2014 Q4	–	Sell	-3,688	Closed	-$216K	–	678
2014 Q3	$216K	Buy	3,688 +296	+9%	+$18.2K	0.03%	480
2014 Q2	$206K	Buy	+3,392	New	+$207K	0.03%	509

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Concert Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2016, closing a stake of 809 shares — an estimated $47K sold.

Concert Wealth Management first reported a position in WIP in Q2 2014 and held it in 3 quarters. The position peaked at $216K in Q3 2014. 86 funds tracked by Wall St. Rank hold WIP as of Q4 2016.

Concert Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 809 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2016, an estimated $47K.
Concert Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2014 and held it in 3 quarters.
Concert Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $216K in Q3 2014.
86 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2016.

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