13F-HR filed by Concert Wealth Management Inc.
Concert Wealth Management Inc. filed this 13F-HR for the quarter ended 2014-09-30, filed 2014-11-13, with 546 holding rows worth $742,027,000.
- Accession
- 0001085146-14-002247
- Filer
- CIK 1456534
- Filed
- 2014-11-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2014
A holdings report, 570 entries on the cover page, a total value of $742,027,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $742,027,000 with VALUE read as thousands by filing date, 13F file number 028-13474. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerColumbia
- included managerEnvestnet
- included managerInvesco Advisors
- included managerNBE International
- included managerNBE Select
- included managerNWQ Investment
- included managerSitrin Capital Management
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FLAHERTY & CRUMRIN PFD & INM | 338478100 | COM | 10,495 | $205,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 2,005 | $203,000 | thousands by filing date | |
| REVENUESHARES ADR | 761396605 | ADR FD | 4,896 | $203,000 | thousands by filing date | |
| TOYOTA MOTOR CORP ADS | 892331307 | ADR | 1,711 | $201,000 | thousands by filing date | |
| CAMERON INTERNATIONAL CORP | 13342B105 | COM | 2,966 | $201,000 | thousands by filing date | |
| ALLIANZGI CONV INCOME FD | 018828103 | COM | 20,623 | $200,000 | thousands by filing date | |
| BLACKROCK ENHANCED EQUITY DI | 09251A104 | COM | 21,990 | $181,000 | thousands by filing date | |
| BLACKROCK MUNIYIELD CALIFORNIA | 09254N103 | COM | 12,366 | $180,000 | thousands by filing date | |
| GT ADVANCED TECHNOLOGIES INC | 36191U106 | COM | 16,950 | $176,000 | thousands by filing date | |
| CALAMOS CONV & HIGH INCOME F | 12811P108 | COM SHS | 12,266 | $175,000 | thousands by filing date | |
| ANNALY CAPITAL MANAGEMENT | 035710409 | COM | 15,897 | $168,000 | thousands by filing date | |
| EATON VANCE TAX-MANAGED GLOB | 27829F108 | COM | 16,555 | $167,000 | thousands by filing date | |
| ORASURE TECHNOLOGIES INC | 68554V108 | COM | 23,200 | $167,000 | thousands by filing date | |
| FIRST TRUST ENHANCED EQUITY IN | 337318109 | COM | 11,615 | $165,000 | thousands by filing date | |
| EATON VANCE FLOATING-RATE INCO | 278279104 | COM | 11,137 | $163,000 | thousands by filing date | |
| BLACKROCK CORPORATE HIGH YIELD | 09255P107 | COM | 13,711 | $163,000 | thousands by filing date | |
| EATON VANCE TAX-MANAGED GLOB | 27829c105 | COM | 13,380 | $161,000 | thousands by filing date | |
| TEMPLETON GLOBAL INCOME FD | 880198106 | COM | 20,197 | $160,000 | thousands by filing date | |
| STANDARD PAC CORP NEW | 85375C101 | COM | 20,840 | $155,000 | thousands by filing date | |
| NUVEEN CA DIVI ADV MUN | 67066Y105 | COM | 10,783 | $154,000 | thousands by filing date | |
| UNILIFE CORP NEW | 90478E103 | COM | 66,185 | $154,000 | thousands by filing date | |
| BLACKROCK MUNIHOLDINGS QUALITY | 09254C107 | COM | 11,538 | $153,000 | thousands by filing date | |
| BLACKROCK CREDIT ALLOCATION IN | 092508100 | COM | 10,771 | $144,000 | thousands by filing date | |
| PENNEY J C INC | 708160106 | COM | 14,000 | $142,000 | thousands by filing date | |
| AVON PRODS INC | 054303102 | COM | 10,565 | $134,000 | thousands by filing date | |
| NUVEEN MUN VALUE FD INC | 670928100 | COM | 14,037 | $133,000 | thousands by filing date | |
| HEALTHCARE TRUST OF AMERICA | 42225P105 | COMMON STOCK | 11,201 | $130,000 | thousands by filing date | |
| MFS INTERMEDIATE INCOME TRUST | 55273C107 | SH BEN INT | 20,720 | $104,000 | thousands by filing date | |
| BLACKROCK INTERNATIONAL GROWTH | 092524107 | COM BENE INTER | 12,714 | $95,000 | thousands by filing date | |
| ALPINE GLOBAL PREMIER PPTYS | 02083A103 | COM SBI | 12,104 | $83,000 | thousands by filing date | |
| CIA ENERGETICA DE MINAS GERA | 204409601 | SP ADR N-V PFD | 13,411 | $80,000 | thousands by filing date | |
| INVESCO SR INCOME TR | 46131H107 | COM | 16,056 | $77,000 | thousands by filing date | |
| RITEAID CORP | 767754104 | COM | 15,730 | $76,000 | thousands by filing date | |
| BLACKROCK INCOME TR INC | 09247F100 | COM | 11,684 | $74,000 | thousands by filing date | |
| LIBERTY ALL STAR GROWTH FUND I | 529900102 | COM | 12,353 | $62,000 | thousands by filing date | |
| FRANKLIN MASTER INTER INCOME SH BEN INT | 746909100 | CEF | 11,500 | $58,000 | thousands by filing date | |
| MAGNUM HUNTER RES CORP COM | 55973B102 | COM | 10,250 | $58,000 | thousands by filing date | |
| CREDIT SUISSE ASSET MGMT INC | 224916106 | COM | 16,329 | $53,000 | thousands by filing date | |
| MANAGED HIGH YIELD PLUS FD I | 561911108 | COM | 13,805 | $28,000 | thousands by filing date | |
| DENDREON CORP | 24823Q107 | COM | 13,203 | $19,000 | thousands by filing date | |
| CAMAC ENERGY INC | 131745101 | COM | 26,032 | $16,000 | thousands by filing date | |
| CHIQUITA BRANDS INTL INC | 170032AT3 | NOTE 4.250% 8/1 | 15,000 | $15,000 | thousands by filing date | principal |
| VANTAGE DRILLING COMPANY | G93205113 | ORD SHS | 11,360 | $14,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 10,500 | $3,000 | thousands by filing date | put |
| iShares Russell 2000 ETF | 464287655 | SHS | 15,500 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| FORD MTR CO COM | 345370860 | Stock | 12,600 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-14-002247 | this filing | 2014-11-13 | acceptance time not in the bulk data set |