Concert Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-260
Closed -$15K 936
2016
Q3
$15K Buy
+260
New +$15.1K ﹤0.01% 925

Other funds holding XAR

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

Concert Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2016, closing a stake of 260 shares — an estimated $15K sold.

Concert Wealth Management first reported a position in XAR in Q3 2016 and held it in 1 quarter. The position peaked at $15K in Q3 2016. 72 funds tracked by Wall St. Rank hold XAR as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 260 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2016, an estimated $15K.
  • Concert Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $15K in Q3 2016.
  • 72 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2016.

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