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Institutional Investment Manager
Concert Wealth Management Inc.
Concert Wealth Management Inc. (CIK: 0001456534) incorporated in California, located at 1900 The Alameda, San Jose, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q4)
Original 13F HR (0001085146-15-000403) filed in 2015.02.11
#
Name
Shares
Value ($)
%
Options
Notes
101 CATERPILLAR INC 9,696 885 0.14%
102 CBL & ASSOC PPTYS INC 40,122 776 0.12% PRN
103 CBS CORP NEW 10,755 596 0.09%
104 CELGENE CORP 12,091 1,350 0.21%
105 CENTRAL SECS CORP COM 29,186 642 0.10%
106 CF INDS HLDGS INC 2,647 722 0.11%
107 CHENIERE ENERGY INC 5,530 388 0.06%
108 CHEVRON CORP NEW 400 0 0.00% Put
109 CHEVRON CORP NEW 700 0 0.00% Call
110 CHEVRON CORP NEW 70,152 7,868 1.20%
111 CHEVRON CORP NEW 2,194 245 0.04%
112 CHEVRON CORP NEW 179 21 0.00%
113 CHICAGO BRIDGE & IRON CO N V 9,135 382 0.06%
114 CHIQUITA BRANDS INTL INC 15,000 15 0.00% PRN
115 CIGNA CORPORATION 8,664 893 0.14%
116 CISCO SYS INC 131,326 3,655 0.56%
117 CLAYMORE EXCHANGE TRD FD TR 35,307 1,580 0.24%
118 CLAYMORE EXCHANGE TRD FD TR 17,978 408 0.06%
119 CLAYMORE EXCHANGE TRD FD TR 16,883 380 0.06%
120 CLAYMORE EXCHANGE TRD FD TR 15,433 323 0.05%
121 CLAYMORE EXCHANGE TRD FD TR 13,581 339 0.05%
122 CLOROX CO DEL 10,167 1,061 0.16%
123 COCA COLA CO 299 13 0.00%
124 COCA COLA CO 26,540 1,115 0.17%
125 COGNEX CORP 8,771 364 0.06%
126 COHEN STEERS TOTAL RETURN 13,352 175 0.03%
127 COHEN & STEERS INFRASTRUCTUR 28,582 650 0.10%
128 COHEN & STEERS QUALITY RLTY 35,781 435 0.07%
129 COLGATE PALMOLIVE CO 14,168 980 0.15%
130 COMCAST CORP NEW 6,040 350 0.05%
131 COMCAST CORP NEW 15,120 878 0.13%
132 COMMERCE BANCSHARES INC 7,290 316 0.05%
133 COMPANHIA DE SANEAMENTO BASI 36,930 232 0.04%
134 COMPANHIA ENERGETICA DE MINA 18,672 90 0.01%
135 CONAGRA BRANDS INC 5,823 211 0.03%
136 CONMED CORP 4,900 215 0.03%
137 CONOCOPHILLIPS 35,276 2,433 0.37%
138 CONOCOPHILLIPS 3,798 261 0.04%
139 CONOCOPHILLIPS 308 21 0.00%
140 CONSOLIDATED EDISON INC 17,149 1,132 0.17%
141 CORNING INC 13,240 304 0.05%
142 COSTCO WHSL CORP NEW 2,576 368 0.06%
143 COSTCO WHSL CORP NEW 20,238 2,867 0.44%
144 COSTCO WHSL CORP NEW 100 0 0.00% Call
145 CREDIT SUISSE ASSET MGMT INC 16,329 51 0.01%
146 CSX CORP 46,947 1,702 0.26%
147 CSX CORP 8,819 320 0.05%
148 CUMMINS INC 8,439 1,211 0.18%
149 CVS HEALTH CORP 10,266 989 0.15%
150 CYTEC INDUSTRIES INC 5,110 236 0.04%
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