CWM
WREI

Concert Wealth Management’s Invesco Wilshire US REIT ETF WREI Stock Holding History

Concert Wealth Management’s Portfolio WREI Stock Details WREI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-300
Closed – – 986
2016
Q3 		$0 Buy
+300
New +$15.1K ﹤0.01% 1048

Other funds holding WREI

AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco Wilshire US REIT ETF (WREI) in Q4 2016, closing a stake of 300 shares.

Concert Wealth Management first reported a position in WREI in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 10 funds tracked by Wall St. Rank hold WREI as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Wilshire US REIT ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 300 Invesco Wilshire US REIT ETF shares in Q4 2016.
  • Concert Wealth Management first reported a position in Invesco Wilshire US REIT ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco Wilshire US REIT ETF position peaked at $0 in Q3 2016.
  • 10 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q4 2016.

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