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Disclosery

Concert Wealth Management Inc.: XLY position timeline

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

Concert Wealth Management Inc. held 0 XLY shares at 2017-09-30 per its 13F-HR filed 2017-11-14.

the latest 13F is the newest step

  1. period ended2017-09-30
    13F 0 shares
    Change vs previous 13F -3,594 shares

    13F-HR 0001085146-17-002388 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 ended2017-06-30
    13F 3,594 shares
    Change vs previous 13F -2,579 shares

    0.31% of the 13F portfolio, value $323,000.

    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).

  3. period ended2017-03-31
    13F 6,173 shares
    Change vs previous 13F -4,295 shares

    0.11% of the 13F portfolio, value $497,000.

    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).

  4. period ended2016-12-31
    13F 10,468 shares
    Change vs previous 13F -10,892 shares

    0.19% of the 13F portfolio, value $845,000.

    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).

  5. period ended2016-09-30
    13F 21,360 shares
    Change vs previous 13F -2,612 shares

    0.21% of the 13F portfolio, value $1,705,000.

    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).

  6. period ended2016-06-30
    13F/A 23,972 shares
    Change vs previous 13F +8,143 shares

    0.25% of the 13F portfolio, value $1,864,000.

    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).

  7. period ended2016-03-31
    13F 15,829 shares
    Change vs previous 13F -1,449 shares

    0.17% of the 13F portfolio, value $1,251,000.

    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).

  8. period ended2015-12-31
    13F 17,278 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,286,000.

    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).