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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
751 GLOBAL X FDS 10,000 152 0.02%
752 IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 6,500 152 0.02%
753 SPDR SERIES TRUST 3,321 153 0.02%
754 DOMINION ENERGY INC 2,058 153 0.02%
755 AMSURG CORP 1,200 154 0.02%
756 ISHARES INC 8,000 154 0.02%
757 WISDOMTREE GLOBAL 3,635 154 0.02%
758 ISHARES TR 879 154 0.02%
759 ISHARES TR 2,121 157 0.02%
760 BANK AMER CORPORATION WARRANT EXP 011619 34,047 158 0.02%
761 BBX CAP CORP 32,205 160 0.02%
762 PIONEER HIGH INCOME TR 14,999 160 0.02%
763 ISHARES MSCI ETF IRELAND CAPPD INVESTABLE 4,145 160 0.02%
764 VANGUARD INDEX FDS 1,464 161 0.02%
765 ISHARES 3,322 161 0.02%
766 NUVEEN QUALITY MUNCP INCOME 10,813 162 0.02%
767 COHEN STEERS TOTAL RETURN 12,299 162 0.02%
768 PROSPECT CAPITAL CORPORATION 20,255 164 0.02%
769 NIKE INC 3,125 164 0.02%
770 ISHARES TR 1,133 165 0.02%
771 APPLE INC 1,483 166 0.02%
772 ENTERGY CORP NEW 2,139 166 0.02%
773 Welbilt Inc 10,255 166 0.02%
774 WISDOMTREE TR 5,736 166 0.02%
775 PROFIRE ENERGY INC 135,786 168 0.02%
776 WESTERN ASSET HGH YLD DFNDFD 10,912 168 0.02%
777 PENNEY J C INC 18,561 171 0.02%
778 ARCHER DANIELS MIDLAND CO 4,065 171 0.02%
779 BLACKSTONE GSO STRATEGIC CR FD COM SHS BEN IN 11,519 172 0.02%
780 ADAMS DIVERSIFIED EQUITY FD 13,177 174 0.02%
781 PROSHARES TRUST DJ BRKFLD GLB ETF 4,240 176 0.02%
782 PIMCO CA Municipal Income II 13,700 176 0.02%
783 HANCOCK JOHN PREMUIM DIV FD 10,776 176 0.02%
784 RYDEX ETF TRUST 3,339 177 0.02%
785 ISHARES INC 3,916 179 0.02%
786 RR DONNELLEY & SONS CO 11,313 179 0.02%
787 LOWES COS INC 2,508 180 0.02%
788 CLOUGH GLOBAL DIVND AND INCORPORATED FD 14,838 180 0.02%
789 BLACKSTONE GROUP L P 7,032 180 0.02%
790 ISHARES TR 1,608 181 0.02%
791 EATON VANCE TX ADV GLBL DIV 12,055 181 0.02%
792 PROSHARES TR 4,668 181 0.02%
793 ISHARES 3,114 182 0.02%
794 CALAMOS CONV & HIGH INCOME F 16,556 182 0.02%
795 WISDOMTREE TR 3,245 183 0.02%
796 PUTNAM PREMIER INCOME TR 37,318 183 0.02%
797 PPL CORP 5,334 184 0.02%
798 ISHARES 5,053 184 0.02%
799 NUVEEN S P 500 DYNAMIC OVERW 13,401 185 0.02%
800 PPG INDS INC 1,798 185 0.02%
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