Concert Wealth Management Inc.

Q2 2014 13F Holdings Report, Stock Holdings

Signature - Title
James Thorn - Chief Compliance Officer
Location
San Jose, CA
Holdings as of
30 Jun 2014
Value $
$795,485,000
Num holdings
571
Filing time
30 Jul 2014, 19:23:23 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included CPRT, DHI, AAPL, SPY, and CVX.
Previous filing
Q1 2014 - 13 May 2014
Next filing
Q3 2014 - 13 Nov 2014
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2014 Q2 compared to 2014 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
James Thorn Chief Compliance Officer San Jose, California 30 Jul 2014

Proxy voting authority for managers 1-7 reflects only their proxy voting and not CONCERT Wealth Management Inc. CONCERT Wealth Management does not vote proxies for its client.

Other Included Managers (7):

Num Name Location File Number
1 Columbia
2 Envestnet
3 Invesco Advisors
4 NBE International
5 NBE Select
6 NWQ Investment
7 Sitrin Capital Management