Dark
Light
System
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
851 STAPLES INC 12,099 104 0.01%
852 ISHARES MSCI TAIWAN ETF 6,588 103 0.01%
853 ISHARES TR 900 102 0.01%
854 POWERSHARES ETF TR II 2,642 102 0.01%
855 ISHARES 3,837 100 0.01%
856 ISHARES INC 5,369 100 0.01%
857 ISHARES TR 3,706 98 0.01%
858 WISDOMTREE TR 4,516 98 0.01%
859 PENNANTPARK INVT CORP COM 12,967 98 0.01%
860 VANGUARD SCOTTSDALE FDS 1,815 98 0.01%
861 TEMPLETON GLOBAL INCOME FD 15,390 97 0.01%
862 POWERSHS GLOBAL WATER 4,347 96 0.01%
863 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 4,298 95 0.01%
864 ISHARES INC 3,078 93 0.01%
865 VANGUARD INDEX FDS 1,071 93 0.01%
866 JOHNSON & JOHNSON 770 92 0.01%
867 PROCTER AND GAMBLE CO 1,011 91 0.01%
868 ROYAL BK SCOTLAND GROUP PLC 19,833 91 0.01%
869 BANK AMER CORP 75 91 0.01%
870 MFS INTERMEDIATE INCOME TRUST SH BEN INT 19,370 88 0.01%
871 WISDOMTREE TRUST ASIA PACIFIC EX JAPAN FUND 1,456 88 0.01%
872 INTEL CORP 2,306 88 0.01%
873 CVS HEALTH CORP 994 87 0.01%
874 WISDOMTREE TR 965 87 0.01%
875 ISHARES TR 887 86 0.01%
876 ISHARES 2,524 85 0.01%
877 SPDR SER TR 2,043 85 0.01%
878 Xerox Corp 8,375 84 0.01%
879 KINROSS GOLD CORP 20,000 84 0.01%
880 ISHARES TR 1,820 83 0.01%
881 INDEXIQ ETF TR 2,812 83 0.01%
882 KIMBERLY CLARK CORP 646 82 0.01%
883 SPROTT PHYSICAL SILVER TR 10,950 81 0.01%
884 SPDR INDEX SHS FDS 1,922 81 0.01%
885 SPDR SERIES TRUST LEHMAN SHORT TERM INTL 2,500 80 0.01%
886 NXP SEMICONDUCTORS N V 788 79 0.01%
887 ENTERGY CORP NEW 1,022 79 0.01%
888 INDEXIQ ETF TR 3,142 79 0.01%
889 ALTRIA GROUP INC 1,217 78 0.01%
890 DISNEY WALT CO 841 78 0.01%
891 ISHARES TR 1,964 77 0.01%
892 LEGACY RESERVES LP 57,219 77 0.01%
893 ISHARES TR 856 77 0.01%
894 CONSOLIDATED EDISON INC 1,030 77 0.01%
895 STARBUCKS CORP 1,400 76 0.01%
896 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 2,509 76 0.01%
897 CISCO SYS INC 2,377 76 0.01%
898 WISDOMTREE TR 1,816 76 0.01%
899 ISHARES TR 626 76 0.01%
900 ISHARES TR 712 75 0.01%
Page 18 of 31