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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 (2016Q3)
Original 13F HR (0001085146-16-004576) filed in 2016.10.27
#
Name
Shares
Value ($)
%
Options
Notes
651 ISHARES TR 1,820 83 0.01%
652 Xerox Corp 8,375 84 0.01%
653 ISHARES TR 2,981 84 0.01% PRN
654 KINROSS GOLD CORP 20,000 84 0.01%
655 SPDR SER TR 2,043 85 0.01%
656 ISHARES 2,524 85 0.01%
657 ISHARES TR 887 86 0.01%
658 CVS HEALTH CORP 994 87 0.01%
659 WISDOMTREE TR 965 87 0.01%
660 INTEL CORP 2,306 88 0.01%
661 MFS INTERMEDIATE INCOME TRUST SH BEN INT 19,370 88 0.01%
662 WISDOMTREE TRUST ASIA PACIFIC EX JAPAN FUND 1,456 88 0.01%
663 BANK AMER CORP 75 91 0.01%
664 PROCTER AND GAMBLE CO 1,011 91 0.01%
665 ROYAL BK SCOTLAND GROUP PLC 19,833 91 0.01%
666 JOHNSON & JOHNSON 770 92 0.01%
667 VANGUARD INDEX FDS 1,071 93 0.01%
668 ISHARES INC 3,078 93 0.01%
669 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 4,298 95 0.01%
670 ISHARES TR 855 95 0.01% PRN
671 POWERSHS GLOBAL WATER 4,347 96 0.01%
672 TEMPLETON GLOBAL INCOME FD 15,390 97 0.01%
673 ISHARES TR 3,706 98 0.01%
674 WISDOMTREE TR 4,516 98 0.01%
675 VANGUARD SCOTTSDALE FDS 1,815 98 0.01%
676 PENNANTPARK INVT CORP COM 12,967 98 0.01%
677 ISHARES INC 5,369 100 0.01%
678 ISHARES 3,837 100 0.01%
679 ISHARES TR 900 102 0.01%
680 POWERSHARES ETF TR II 2,642 102 0.01%
681 ISHARES MSCI TAIWAN ETF 6,588 103 0.01%
682 VANGUARD INDEX FDS 931 104 0.01%
683 STAPLES INC 12,099 104 0.01%
684 WELLS FARGO CO NEW 2,390 105 0.01%
685 INVESCO MUNI INCOME OPP TRST 12,864 106 0.01%
686 POWERSHARES ETF TR II 1,651 106 0.01%
687 SEMPRA ENERGY 1,000 107 0.01%
688 SCHWAB U.S. REIT ETF 2,673 108 0.01%
689 POWERSHARES ETF TR II 3,456 108 0.01%
690 ISHARES 1,872 109 0.01%
691 UNITED DEV FDG IV COM 34,073 109 0.01%
692 ISHARES INC 4,363 109 0.01%
693 SUNPOWER CORP 12,083 110 0.01%
694 TARGA RES CORP 2,284 111 0.01%
695 DREYFUS STRATEGIC MUNS INCORPORATED 11,921 111 0.01%
696 FREEPORT-MCMORAN INC 10,557 113 0.01%
697 ISHARES TR 918 113 0.01%
698 AT&T INC 2,807 114 0.01%
699 ISHARES TR 854 114 0.01%
700 ISHARES TR 531 116 0.01%
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