CWM
XLPS

Concert Wealth Management’s POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT XLPS Stock Holding History

Concert Wealth Management’s Portfolio XLPS Stock Details XLPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,077
Closed -$65K – 1032
2016
Q3 		$65K Buy
+1,077
New +$65K 0.01% 788

Other funds holding XLPS

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Concert Wealth Management sold out of POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT (XLPS) in Q4 2016, closing a stake of 1,077 shares — an estimated $65K sold.

Concert Wealth Management first reported a position in XLPS in Q3 2016 and held it in 1 quarter. The position peaked at $65K in Q3 2016. 29 funds tracked by Wall St. Rank hold XLPS as of Q4 2016.

  • Concert Wealth Management reported no remaining POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,077 POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT shares in Q4 2016, an estimated $65K.
  • Concert Wealth Management first reported a position in POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position peaked at $65K in Q3 2016.
  • 29 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT as of Q4 2016.

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