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Disclosery

Concert Wealth Management Inc.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concert Wealth Management Inc. on XLE, newest first. How the timeline and the estimate are built.

Concert Wealth Management Inc. held 0 XLE shares at 2017-06-30 per its 13F-HR filed 2017-08-10.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 0 shares
    Change vs previous 13F -44,801 shares

    13F-HR 0001085146-17-001733 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2017-03-31
    13F 44,801 shares
    Change vs previous 13F +9,943 shares

    0.77% of the 13F portfolio, value $3,385,000.

    13F-HR 0001085146-17-001171 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F 34,858 shares
    Change vs previous 13F -30,174 shares

    0.59% of the 13F portfolio, value $2,636,000.

    13F-HR 0001085146-17-000507 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 65,032 shares
    Change vs previous 13F +667 shares

    0.56% of the 13F portfolio, value $4,602,000.

    13F-HR 0001085146-16-004576 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F/A 64,365 shares
    Change vs previous 13F +23,090 shares

    0.6% of the 13F portfolio, value $4,401,000.

    13F-HR/A 0001085146-16-004095 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-03-31
    13F 41,275 shares
    Change vs previous 13F +4,150 shares

    0.34% of the 13F portfolio, value $2,542,000.

    13F-HR 0001085146-16-003821 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-12-31
    13F 37,125 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,236,000.

    13F-HR 0001085146-16-002852 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).