CWM
XLYS

Concert Wealth Management’s POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT XLYS Stock Holding History

Concert Wealth Management’s Portfolio XLYS Stock Details XLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-450
Closed -$22K – 1030
2016
Q3 		$22K Buy
+450
New +$22K ﹤0.01% 900

Other funds holding XLYS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

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

Concert Wealth Management sold out of POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT (XLYS) in Q4 2016, closing a stake of 450 shares — an estimated $22K sold.

Concert Wealth Management first reported a position in XLYS in Q3 2016 and held it in 1 quarter. The position peaked at $22K in Q3 2016. 33 funds tracked by Wall St. Rank hold XLYS as of Q4 2016.

  • Concert Wealth Management reported no remaining POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 450 POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT shares in Q4 2016, an estimated $22K.
  • Concert Wealth Management first reported a position in POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT position peaked at $22K in Q3 2016.
  • 33 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT as of Q4 2016.

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