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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
851 FREEPORT-MCMORAN INC 10,557 113 0.01%
852 TARGA RES CORP 2,284 111 0.01%
853 DREYFUS STRATEGIC MUNS INCORPORATED 11,921 111 0.01%
854 SUNPOWER CORP 12,083 110 0.01%
855 UNITED DEV FDG IV COM 34,073 109 0.01%
856 ISHARES INC 4,363 109 0.01%
857 ISHARES 1,872 109 0.01%
858 POWERSHARES ETF TR II 3,456 108 0.01%
859 SCHWAB U.S. REIT ETF 2,673 108 0.01%
860 SEMPRA ENERGY 1,000 107 0.01%
861 POWERSHARES ETF TR II 1,651 106 0.01%
862 INVESCO MUNI INCOME OPP TRST 12,864 106 0.01%
863 WELLS FARGO CO NEW 2,390 105 0.01%
864 VANGUARD INDEX FDS 931 104 0.01%
865 STAPLES INC 12,099 104 0.01%
866 ISHARES MSCI TAIWAN ETF 6,588 103 0.01%
867 POWERSHARES ETF TR II 2,642 102 0.01%
868 ISHARES TR 900 102 0.01%
869 ISHARES 3,837 100 0.01%
870 ISHARES INC 5,369 100 0.01%
871 PENNANTPARK INVT CORP COM 12,967 98 0.01%
872 ISHARES TR 3,706 98 0.01%
873 VANGUARD SCOTTSDALE FDS 1,815 98 0.01%
874 WISDOMTREE TR 4,516 98 0.01%
875 TEMPLETON GLOBAL INCOME FD 15,390 97 0.01%
876 POWERSHS GLOBAL WATER 4,347 96 0.01%
877 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 4,298 95 0.01%
878 ISHARES INC 3,078 93 0.01%
879 VANGUARD INDEX FDS 1,071 93 0.01%
880 JOHNSON & JOHNSON 770 92 0.01%
881 PROCTER AND GAMBLE CO 1,011 91 0.01%
882 BANK AMER CORP 75 91 0.01%
883 ROYAL BK SCOTLAND GROUP PLC 19,833 91 0.01%
884 MFS INTERMEDIATE INCOME TRUST SH BEN INT 19,370 88 0.01%
885 INTEL CORP 2,306 88 0.01%
886 WISDOMTREE TRUST ASIA PACIFIC EX JAPAN FUND 1,456 88 0.01%
887 CVS HEALTH CORP 994 87 0.01%
888 WISDOMTREE TR 965 87 0.01%
889 ISHARES TR 887 86 0.01%
890 SPDR SER TR 2,043 85 0.01%
891 ISHARES 2,524 85 0.01%
892 KINROSS GOLD CORP 20,000 84 0.01%
893 Xerox Corp 8,375 84 0.01%
894 INDEXIQ ETF TR 2,812 83 0.01%
895 ISHARES TR 1,820 83 0.01%
896 KIMBERLY CLARK CORP 646 82 0.01%
897 SPROTT PHYSICAL SILVER TR 10,950 81 0.01%
898 SPDR INDEX SHS FDS 1,922 81 0.01%
899 SPDR SERIES TRUST LEHMAN SHORT TERM INTL 2,500 80 0.01%
900 ENTERGY CORP NEW 1,022 79 0.01%
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