PERSONAL CFO SOLUTIONS, LLC

Q3 2019 13F Holdings Report, Stock Holdings

Signature - Title
Bryan Landadio - MANAGING DIRECTOR
Location
Chester, NJ
Holdings as of
30 Sep 2019
Value $
$236,722,000
Num holdings
292
Filing time
13 Nov 2019, 16:58:26 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included CB, SPY, FHLC, FIDU, and MNA.
Next filing
Q4 2019 - 13 Feb 2020
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* 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
BRYAN LANDADIO MANAGING DIRECTOR Chester, New Jersey 08 Nov 2019

Other Included Managers (43):

Num Name Location File Number
1 ALLIANCEBERNSTEIN L.P. Nashville, TN 028-10562
2 ADVISORY RESEARCH INC Chicago, IL 028-05637
3 AEW CAPITAL MANAGEMENT L P Boston, MA 028-06538
4 AMI ASSET MANAGEMENT CORP Los Angeles, CA 028-11962
5 Aristotle Capital Management, LLC Los Angeles, CA 028-02634
6 AthenaInvest Advisors LLC
7 Beaumont Financial Partners, LLC Needham, MA 028-11748
8 BERKSHIRE ASSET MANAGEMENT LLC/PA Wilkes Barre, PA 028-05034
9 BMO ASSET MANAGEMENT CORP. Chicago, IL 028-16017
10 Brookmont Capital Management Dallas, TX 028-14438
11 CAMBIAR INVESTORS LLC Denver, CO 028-01398
12 Clark Capital Management Group, Inc. Philadelphia, PA 028-11680
13 COHEN & STEERS CAPITAL MANAGEMENT INC New York, NY 028-02405
14 COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC Boston, MA 028-10477
15 CONGRESS ASSET MANAGEMENT CO Boston, MA 028-03434
16 Copeland Capital Management, LLC Conshohocken, PA 028-14668
17 DIAMOND HILL CAPITAL MANAGEMENT INC Columbus, OH 028-10648
18 DSM CAPITAL PARTNERS LLC Palm Beach Gardens, FL 028-10309
19 Dorsey Wright & Associates Pasadena, CA 028-12076
20 GOLDMAN SACHS ASSET MANAGEMENT, L.P. New York, NY 028-10981
21 Granite Investment Partners, LLC El Segundo, CA 028-14862
22 EATON VANCE MANAGEMENT Boston, MA 028-04139
23 Granite Investment Partners, LLC El Segundo, CA 028-14862
24 GW&K Investment Management, LLC Boston, MA 028-04145
25 HARDING LOEVNER LP Bridgewater, NJ 028-04434
26 Henry James International Management Inc. New York, NY 028-18950
27 Invesco Advisers, Inc. Atlanta, GA 028-00255
28 LAZARD ASSET MANAGEMENT LLC New York, NY 028-10469
29 Legg Mason Private Portfolio Group, LLC 028-12558
30 MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST Philadelphia, PA 028-05267
31 MILLER HOWARD INVESTMENTS INC /NY Kingston, NY 028-03692
32 Neuberger Berman Investment Advisers LLC New York, NY 028-17085
33 Newfound Research LLC St. Petersburg, FL 028-17093
34 PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
35 PEREGRINE CAPITAL MANAGEMENT LLC Minneapolis, MN 028-01523
36 POLEN CAPITAL MANAGEMENT LLC Boca Raton, FL 028-03687
37 SOUTHERNSUN ASSET MANAGEMENT, LLC Memphis, TN 028-03489
38 Sustainable Growth Advisers, LP Stamford, CT 028-11076
39 LONDON CO OF VIRGINIA Richmond, VA 028-10665
40 THOMPSON SIEGEL & WALMSLEY LLC Richmond, VA 028-04041
41 Donoghue Forlines LLC Boston, MA 028-18145
42 Wakefield Asset Management LLLP Englewood, CO 028-18951
43 WCM INVESTMENT MANAGEMENT, LLC Laguna Beach, CA 028-07104