13F-HR filed by Concert Wealth Management Inc.
Concert Wealth Management Inc. filed this 13F-HR for the quarter ended 2016-12-31, filed 2017-02-10, with 523 holding rows worth $449,558,000.
- Accession
- 0001085146-17-000507
- Filer
- CIK 1456534
- Filed
- 2017-02-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2016
A holdings report, 780 entries on the cover page, a total value of $449,558,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $449,558,000 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 managerAdvisors Asset Management
- included managerAdhesion Wealth Advisor Solutions
- included managerAllianz Global Investors
- included managerColumbia
- included managerEnvestnet
- included managerFrontier Growth & Income
- included managerInvesco Advisers
- included managerLord Abbett
- included managerSitrin
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 |
|---|---|---|---|---|---|---|
| Gilead Sciences,Inc. | 375558103 | COM | 600 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| HCA Healthcare Inc | 40412C101 | COM | 600 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| Intel Corp | 458140100 | COM | 600 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| Intuitive Surgical,Inc. | 46120E602 | COM | 500 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| iShares MSCI Mexico ETF | 464286822 | SHS | 200 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| iShares Russell 2000 ETF | 464287655 | SHS | 19,200 | $0 | thousands by filing date | putValue filed as zero, left out of ratios. |
| Lowes Companies,Inc. | 548661107 | COM | 200 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| Microsoft Corp | 594918104 | COM | 500 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| Morgan Stanley | 617446448 | COM | 200 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| PepsiCo,Inc. | 713448108 | COM | 100 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| Pfizer Inc. | 717081103 | COM | 600 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| SPDR S&P Homebuilders ETF | 78464A888 | SHS | 100 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| SPY | 78462F103 | SHS | 8,000 | $0 | thousands by filing date | putValue filed as zero, left out of ratios. |
| United Parcel Service,Inc. Class B | 911312106 | COM | 100 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 800 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 200 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| EOG RES INC COM | 26875P101 | Stock | 100 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 200 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| LENNAR CORP CL A | 526057104 | Stock | 2,400 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| DOLLAR GEN CORP COM | 256677105 | Stock | 200 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 200 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| UNITED TECHNOLOGIES CORP | 913017109 | COM | 100 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| CELGENE CORP | 151020104 | COM | 600 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-17-000507 | this filing | 2017-02-10 | acceptance time not in the bulk data set |