Concert Wealth Management Inc.
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 815,784
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 7/31/2014 | 586 | 815,784 | 13F-HR | Concert Wealth Management Inc. |
| Q1 2014 | 5/13/2014 | 572 | 800,841 | 13F-HR | Concert Wealth Management Inc. |
| Q4 2013 | 2/12/2014 | 543 | 783,709 | 13F-HR | Concert Wealth Management Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
31
(0.0% of total reported value)
· QoQ Δ:
-55
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 633.5 K | 77.9% | 15.65 K | 0 | 15.65 K |
| ETFs | 166.8 K | 20.5% | 0 | 11.97 K | -11.97 K |
| Debt | 12.61 K | 1.6% | 11.2 K | 0 | 11.2 K |
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Fund Snapshot
Q2 2014
Latest filed
7/31/2014
Total value ($000)
815,784
Holdings
586
QoQ value change ($000)
14,943
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.