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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
901 WELLS FARGO CO NEW 2,390 105 0.01%
902 VANGUARD INDEX FDS 931 104 0.01%
903 STAPLES INC 12,099 104 0.01%
904 ISHARES MSCI TAIWAN ETF 6,588 103 0.01%
905 ISHARES TR 900 102 0.01%
906 POWERSHARES ETF TR II 2,642 102 0.01%
907 ISHARES 3,837 100 0.01%
908 ISHARES INC 5,369 100 0.01%
909 ISHARES TR 3,706 98 0.01%
910 VANGUARD SCOTTSDALE FDS 1,815 98 0.01%
911 WISDOMTREE TR 4,516 98 0.01%
912 PENNANTPARK INVT CORP COM 12,967 98 0.01%
913 TEMPLETON GLOBAL INCOME FD 15,390 97 0.01%
914 POWERSHS GLOBAL WATER 4,347 96 0.01%
915 ISHARES TR 855 95 0.01% PRN
916 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 4,298 95 0.01%
917 VANGUARD INDEX FDS 1,071 93 0.01%
918 ISHARES INC 3,078 93 0.01%
919 JOHNSON & JOHNSON 770 92 0.01%
920 ROYAL BK SCOTLAND GROUP PLC 19,833 91 0.01%
921 PROCTER AND GAMBLE CO 1,011 91 0.01%
922 BANK AMER CORP 75 91 0.01%
923 MFS INTERMEDIATE INCOME TRUST SH BEN INT 19,370 88 0.01%
924 INTEL CORP 2,306 88 0.01%
925 WISDOMTREE TRUST ASIA PACIFIC EX JAPAN FUND 1,456 88 0.01%
926 WISDOMTREE TR 965 87 0.01%
927 CVS HEALTH CORP 994 87 0.01%
928 ISHARES TR 887 86 0.01%
929 SPDR SER TR 2,043 85 0.01%
930 ISHARES 2,524 85 0.01%
931 KINROSS GOLD CORP 20,000 84 0.01%
932 ISHARES TR 2,981 84 0.01% PRN
933 Xerox Corp 8,375 84 0.01%
934 ISHARES TR 1,820 83 0.01%
935 INDEXIQ ETF TR 2,812 83 0.01%
936 KIMBERLY CLARK CORP 646 82 0.01%
937 SPDR INDEX SHS FDS 1,922 81 0.01%
938 SPROTT PHYSICAL SILVER TR 10,950 81 0.01%
939 SPDR SERIES TRUST LEHMAN SHORT TERM INTL 2,500 80 0.01%
940 NXP SEMICONDUCTORS N V 788 79 0.01%
941 ENTERGY CORP NEW 1,022 79 0.01%
942 INDEXIQ ETF TR 3,142 79 0.01%
943 DISNEY WALT CO 841 78 0.01%
944 ALTRIA GROUP INC 1,217 78 0.01%
945 CONSOLIDATED EDISON INC 1,030 77 0.01%
946 LEGACY RESERVES LP 57,219 77 0.01%
947 ISHARES TR 1,964 77 0.01%
948 ISHARES TR 856 77 0.01%
949 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 2,509 76 0.01%
950 ISHARES TR 626 76 0.01%
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