13F-HR filed by Concert Wealth Management Inc.
Concert Wealth Management Inc. filed this 13F-HR for the quarter ended 2016-09-30, filed 2016-10-27, with 1,063 holding rows worth $822,956,000.
- Accession
- 0001085146-16-004576
- Filer
- CIK 1456534
- Filed
- 2016-10-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2016
A holdings report, 1,538 entries on the cover page, a total value of $822,956,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $822,956,000 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 managerAdhesion Wealth Advisor Solutions
- included managerAdvisors Asset Management
- included managerAlliance Global Investors
- included managerColumbia
- included managerEnvestnet
- included managerFrontier Growth
- included managerInvesco Advisers
- included managerLord Abbett
- included managerSitrin
- included managerMerlin Asset 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 |
|---|---|---|---|---|---|---|
| POWERSHARES ETF TRUST II | 73936Q876 | GLOB GLD&P ETF | 110 | $2,000 | thousands by filing date | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 19 | $1,000 | thousands by filing date | |
| SPDR Bloomberg Emerging Markets Local Bond ETF | 78464A391 | SHS | 48 | $1,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A151 | SST SPDR BLOOMBE | 15 | $1,000 | thousands by filing date | |
| LENNAR CORP CL B | 526057302 | Stock | 30 | $1,000 | thousands by filing date | |
| ISHARES TR | 46429B499 | MSCI NORWAY ETF | 64 | $1,000 | thousands by filing date | |
| ISHARES INC | 46434G509 | CUR HD MSCI EM | 55 | $1,000 | thousands by filing date | |
| GLOBAL X FDS | 37950E333 | GLBX SUPRINC ETF | 90 | $1,000 | thousands by filing date | |
| ISHARES TR | 464288539 | MRTG PLS CAP IDX | 61 | $1,000 | thousands by filing date | |
| GLOBAL X FDS | 37950E200 | FTSE COLOMBIA20 | 54 | $1,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 1,700 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| Chevron Corporation | 166764100 | COM | 200 | $0 | thousands by filing date | putValue filed as zero, left out of ratios. |
| Chevron Corporation | 166764100 | COM | 700 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 300 | $0 | thousands by filing date | putValue filed as zero, left out of ratios. |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 300 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| Intel Corp | 458140100 | COM | 2,500 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| International Business Machines Corporation | 459200101 | COM | 100 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| iShares Global REIT ETF | 46434V647 | SHS | 5 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| iShares Russell 2000 ETF | 464287655 | SHS | 200 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| McDonalds Corporation | 580135101 | COM | 200 | $0 | thousands by filing date | putValue filed as zero, left out of ratios. |
| McDonalds Corporation | 580135101 | COM | 700 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| Micron Technology,Inc. | 595112103 | COM | 10,000 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| Oracle Corporation | 68389X105 | COM | 10,000 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| Qualcomm Incorporated | 747525103 | COM | 100 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| SPDR MSCI ACWI EX-US ETF | 78463X848 | COM | 170 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| Starbucks Corporation | 855244109 | COM | 2,500 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| UnitedHealth Group Inc | 91324P102 | COM | 100 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| Vanguard Long-Term Corporate Bond ETF | 92206C813 | SHS | 500 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| Vanguard Total World Stock ETF | 922042742 | SHS | 8 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| Visa Inc | 92826C839 | COM | 700 | $0 | thousands by filing date | putValue filed as zero, left out of ratios. |
| VWO | 922042858 | SHS | 300 | $0 | thousands by filing date | putValue filed as zero, left out of ratios. |
| Walt Disney Co | 254687106 | COM | 100 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| Wells Fargo & Company | 949746101 | COM | 100 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 557 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 400 | $0 | thousands by filing date | putValue filed as zero, left out of ratios. |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 200 | $0 | thousands by filing date | putValue filed as zero, left out of ratios. |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 700 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 100 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| VANGUARD RUSSELL 2000 GROWTH ETF | 92206C623 | ETF | 308 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 1,100 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| F5 INC COM | 315616102 | Stock | 1,400 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| BIOGEN INC COM | 09062X103 | Stock | 300 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 100 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| FIRST TR EXCHANGE-TRADED FD | 33734X184 | UTILITIES ALPH | 1 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| ISHARES INC | 464286509 | MSCI CDA ETF | 50 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| UNDER ARMOUR INC | 904311107 | CL A | 200 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| PROSPECT CAPITAL CORPORATION | 74348T102 | COM | 20,000 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| ALEXION PHARMACEUTICALS INC | 015351109 | COM | 1,000 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| ISHARES TR | 464287374 | NORTH AMERN NAT | 80 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| CELGENE CORP | 151020104 | COM | 2,700 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| ISHARES TR | 464288711 | GLOB UTILITS ETF | 7 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| ISHARES TR | 464288786 | U.S. INSRNCE ETF | 2 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| PowerShares QQQ Trust Unit Ser | 73935A104 | COM | 800 | $0 | thousands by filing date | putValue filed as zero, left out of ratios. |
| PowerShares QQQ Trust Unit Ser | 73935A104 | COM | 3,300 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| POTASH CORP OF SASKATCHEWAN | 73755L107 | COMMON STOCK-FO | 1,900 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| SANOFI | 80105N113 | COMMON STOCK-FO | 15 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| PROSHARES TR | 74347B300 | PSHS ULSHT SP500 | 5,000 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| CLAYMORE EXCHANGE TRD FD TR | 18383M415 | GUG BLT2016 HY | 14 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| CLAYMORE EXCHANGE TRD FD TR GUGG INSDR | 18383M209 | SENT | 200 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| Wilshire US REIT ETF | 18383M472 | ETF | 300 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| POWERSHARES ETF TR II | 73937B852 | S&P SMCP MAT P | 1,000 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| PROSHARES TR II ULTRA VIX SHORT | 74347W254 | CEF | 400 | $0 | thousands by filing date | putValue filed as zero, left out of ratios. |
| PROSHARES TR II ULTRA VIX SHORT | 74347W254 | CEF | 100 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-16-004576 | this filing | 2016-10-27 | acceptance time not in the bulk data set |