13F Filings History of Concert Wealth Management Inc.

Latest 13F report
Q3 2017 - 14 Nov 2017
Value $
$24,688,000
Signature - Title
James Thorn - Compliance Officer & Advisor Solutions
Location
San Jose, CA
Summary
This page shows a list of all the recent 13F filings made by Concert Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Concert Wealth Management Inc. reported 25 stock holdings with total value $24,688,000 as of Q3 2017. Top holdings included VTI, SHV, SCHB, VEU, and RESN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2017 25 $24,688,000 +$762,204 -$79,039,708 -$78,277,504 VTI, SHV, SCHB, VEU, RESN 13F-HR 14 Nov 2017, 12:08
Q2 2017 155 $102,099,000 +$9,152,563 -$347,790,552 -$338,637,989 AAPL, SPY, VTI, SCHB, AGG 13F-HR 10 Aug 2017, 14:58
Q1 2017 494 $421,430,000 +$40,117,397 -$54,351,418 -$14,234,021 AAPL, QQQ, SPY, MSFT, SBUX 13F-HR 10 May 2017, 16:23
Q4 2016 505 $449,444,000 +$20,828,596 -$412,721,345 -$391,892,749 AAPL, MSFT, VTI, QQQ, SBUX 13F-HR 10 Feb 2017, 16:50
Q3 2016 1,030 $822,592,000 +$110,933,914 -$45,280,366 +$65,653,548 AAPL, MSFT, SPY, GE, IVV 13F-HR 27 Oct 2016, 13:39
Q2 2016 693 $736,748,000 +$105,820,224 -$127,884,838 -$22,064,614 AAPL, MSFT, CVX, GE, SBUX Restatement 29 Jul 2016, 19:13
Q1 2016 670 $746,992,000 +$81,073,778 -$81,574,856 -$501,078 AAPL, MSFT, BSCH, SBUX, GE 13F-HR 16 May 2016, 11:28
Q4 2015 685 $743,337,000 +$82,177,176 -$93,687,666 -$11,510,490 AAPL, MSFT, BSCH, SBUX, GE 13F-HR 08 Feb 2016, 21:24
Q3 2015 699 $726,395,000 +$111,617,717 -$81,046,725 +$30,570,992 AAPL, MSFT, IWM, BSCG, SBUX 13F-HR 30 Oct 2015, 19:54
Q2 2015 698 $757,770,000 +$167,258,327 -$9,682,252 +$157,576,075 AAPL, IWM, SPY, BSCG, BSCH 13F-HR 12 Aug 2015, 17:28
Q1 2015 488 $98,203,000 $0 $0 $0 SPAB, COST, SGOL, KRFT, PXMG 13F-HR 24 Apr 2015, 19:34
Q4 2014 624 $655,227,000 +$245,605,674 -$325,361,623 -$79,755,949 UPS, AAPL, QQQ, SPY, MSFT 13F-HR 11 Feb 2015, 16:25
Q3 2014 544 $722,387,000 +$22,891,573 -$58,750,101 -$35,858,528 CPRT, DHI, AAPL, SPY, CVX 13F-HR 13 Nov 2014, 15:15
Q2 2014 571 $795,485,000 +$60,424,856 -$70,444,487 -$10,019,631 CPRT, DHI, AAPL, SPY, CVX 13F-HR 30 Jul 2014, 19:23
Q1 2014 564 $800,736,000 +$65,711,242 -$41,491,684 +$24,219,558 CPRT, DHI, UPS, AAPL, SPY 13F-HR 12 May 2014, 19:12
Q4 2013 538 $783,679,000 $0 $0 $0 CPRT, DHI, UPS, IVV, SPY 13F-HR 11 Feb 2014, 21:06