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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
801 CITRIX SYS INC 1,674 143 0.02%
802 VANGUARD TAX-MANAGED FDS 3,811 142 0.02%
803 COMPANHIA DE SANEAMENTO BASI 15,150 141 0.02%
804 ISHARES TR 1,330 141 0.02%
805 EATON VANCE MUN BD FD 10,265 141 0.02%
806 APOLLO INVT CORP 23,893 139 0.02%
807 NEUBERGER BERMAN RE ES SEC FD 24,093 139 0.02%
808 PROSHARES TR 1,455 138 0.02%
809 ISHARES TR 940 137 0.02%
810 CALPINE CORP 10,735 136 0.02%
811 ISHARES TR 1,605 136 0.02%
812 SPDR SERIES TRUST 1,680 133 0.02%
813 Ishares - Japan 10,648 133 0.02%
814 EXXON MOBIL CORP 1,511 133 0.02%
815 JPMORGAN CHASE & CO 4,195 133 0.02%
816 ISHARES TR 1,125 132 0.02%
817 POWERSHARES ETF TR II 5,171 132 0.02%
818 TRINA SOLAR ADR REPTG 50 ORD 12,745 131 0.02%
819 SCHWAB U.S. SMALL-CAP ETF 2,261 131 0.02%
820 EATON VANCE TAX-MANAGED GLOBAL COM 14,967 130 0.02%
821 ISHARES TR 1,468 130 0.02%
822 EATON VANCE TAX MANAGED GLOB 11,641 129 0.02%
823 ISHARES TR 1,370 129 0.02%
824 SPDR SERIES TRUST 3,483 129 0.02%
825 PACIFIC BIOSCIENCES CALIF IN 14,500 129 0.02%
826 VANGUARD INTL EQUITY INDEX F 3,427 128 0.02%
827 ISHARES TR 3,411 128 0.02%
828 MICROSOFT CORP 2,218 128 0.02%
829 VERIZON COMMUNICATIONS INC 2,429 127 0.02%
830 SSGA ACTIVE ETF TR 2,510 126 0.02%
831 SPDR GOLD TR 996 124 0.02%
832 RENREN INCORPORATED SPONSORED ADR 60,000 124 0.02%
833 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 2,202 123 0.01%
834 ISHARES 5,845 122 0.01%
835 IAMGOLD CORP 30,000 122 0.01%
836 INDEXIQ ETF TR 4,030 119 0.01%
837 ALLIANZGI CONV & INCOME FD 17,653 119 0.01%
838 VANGUARD INDEX FDS 1,102 118 0.01%
839 ISHARES TR 531 116 0.01%
840 AT&T INC 2,807 114 0.01%
841 ISHARES TR 854 114 0.01%
842 ISHARES TR 918 113 0.01%
843 FREEPORT-MCMORAN INC 10,557 113 0.01%
844 TARGA RES CORP 2,284 111 0.01%
845 DREYFUS STRATEGIC MUNS INCORPORATED 11,921 111 0.01%
846 SUNPOWER CORP 12,083 110 0.01%
847 ISHARES INC 4,363 109 0.01%
848 ISHARES 1,872 109 0.01%
849 UNITED DEV FDG IV COM 34,073 109 0.01%
850 SCHWAB U.S. REIT ETF 2,673 108 0.01%
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