CWM
XLBS

Concert Wealth Management’s POWERSHARES S&P SMALLCAP MATERIALS PORT XLBS Stock Holding History

Concert Wealth Management’s Portfolio XLBS Stock Details XLBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,000
Closed – – 1034
2016
Q3 		$0 Buy
+1,000
New – ﹤0.01% 1059

Other funds holding XLBS

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

Concert Wealth Management sold out of POWERSHARES S&P SMALLCAP MATERIALS PORT (XLBS) in Q4 2016, closing a stake of 1,000 shares.

Concert Wealth Management first reported a position in XLBS in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 29 funds tracked by Wall St. Rank hold XLBS as of Q4 2016.

  • Concert Wealth Management reported no remaining POWERSHARES S&P SMALLCAP MATERIALS PORT position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,000 POWERSHARES S&P SMALLCAP MATERIALS PORT shares in Q4 2016.
  • Concert Wealth Management first reported a position in POWERSHARES S&P SMALLCAP MATERIALS PORT in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's POWERSHARES S&P SMALLCAP MATERIALS PORT position peaked at $0 in Q3 2016.
  • 29 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP MATERIALS PORT as of Q4 2016.

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