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Concert Wealth Management’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Concert Wealth Management’s Portfolio XES Stock Details XES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-51
Closed -$10K – 939
2016
Q3 		$10K Buy
+51
New +$9.14K ﹤0.01% 944

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return

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

Concert Wealth Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2016, closing a stake of 51 shares — an estimated $10K sold.

Concert Wealth Management first reported a position in XES in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 71 funds tracked by Wall St. Rank hold XES as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 51 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2016, an estimated $10K.
  • Concert Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $10K in Q3 2016.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2016.

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