Concert Wealth Management Inc.

13F Filings History

Latest 13F report
Q3 2017 - Nov 14, 2017
Value $
$24.7M
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 $24.7M as of Q3 2017. Top holdings included VTI, SHV, SCHB, VEU, and RESN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2017 25 $24.7M +$762K -$79M -$78.3M VTI, SHV, SCHB, VEU, RESN 13F-HR 11/14/2017, 12:08 PM
Q2 2017 155 $102M +$9.15M -$348M -$339M AAPL, SPY, VTI, SCHB, AGG 13F-HR 8/10/2017, 02:58 PM
Q1 2017 494 $421M +$40.1M -$54.4M -$14.2M AAPL, QQQ, SPY, MSFT, SBUX 13F-HR 5/10/2017, 04:23 PM
Q4 2016 505 $449M +$20.8M -$413M -$392M AAPL, MSFT, VTI, QQQ, SBUX 13F-HR 2/10/2017, 04:50 PM
Q3 2016 1,030 $823M +$111M -$45.3M +$65.7M AAPL, MSFT, SPY, GE, IVV 13F-HR 10/27/2016, 01:39 PM
Q2 2016 693 $737M +$106M -$128M -$22.1M AAPL, MSFT, CVX, GE, SBUX Restatement 7/29/2016, 07:13 PM
Q1 2016 670 $747M +$81.1M -$81.6M -$501K AAPL, MSFT, BSCH, SBUX, GE 13F-HR 5/16/2016, 11:28 AM
Q4 2015 685 $743M +$82.2M -$93.7M -$11.5M AAPL, MSFT, BSCH, SBUX, GE 13F-HR 2/8/2016, 09:24 PM
Q3 2015 699 $726M +$112M -$81M +$30.6M AAPL, MSFT, IWM, BSCG, SBUX 13F-HR 10/30/2015, 07:54 PM
Q2 2015 698 $758M +$167M -$9.68M +$158M AAPL, IWM, SPY, BSCG, BSCH 13F-HR 8/12/2015, 05:28 PM
Q1 2015 488 $98.2M $0 $0 SPAB, COST, SGOL, KRFT, PXMG 13F-HR 4/24/2015, 07:34 PM
Q4 2014 624 $655M +$246M -$325M -$79.8M UPS, AAPL, QQQ, SPY, MSFT 13F-HR 2/11/2015, 04:25 PM
Q3 2014 544 $722M +$22.9M -$58.8M -$35.9M CPRT, DHI, AAPL, SPY, CVX 13F-HR 11/13/2014, 03:15 PM
Q2 2014 571 $795M +$60.4M -$70.4M -$10M CPRT, DHI, AAPL, SPY, CVX 13F-HR 7/30/2014, 07:23 PM
Q1 2014 564 $801M +$65.7M -$41.5M +$24.2M CPRT, DHI, UPS, AAPL, SPY 13F-HR 5/12/2014, 07:12 PM
Q4 2013 538 $784M $0 $0 CPRT, DHI, UPS, IVV, SPY 13F-HR 2/11/2014, 09:06 PM