Concert Wealth Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Concert Wealth Management’s Portfolio XTL Stock Details XTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-372	Closed	-$24K	–	950
2016 Q3	$24K	Buy	+372	New	+$23.3K	﹤0.01%	887

Other funds holding XTL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

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

Concert Wealth Management sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2016, closing a stake of 372 shares — an estimated $24K sold.

Concert Wealth Management first reported a position in XTL in Q3 2016 and held it in 1 quarter. The position peaked at $24K in Q3 2016. 35 funds tracked by Wall St. Rank hold XTL as of Q4 2016.

Concert Wealth Management reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 372 State Street SPDR S&P Telecom ETF shares in Q4 2016, an estimated $24K.
Concert Wealth Management first reported a position in State Street SPDR S&P Telecom ETF in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's State Street SPDR S&P Telecom ETF position peaked at $24K in Q3 2016.
35 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2016.

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