Q4 2013 13F Detailed Holdings
-
Location
-
San Jose, CA
-
Holdings as of
-
12/31/2013
-
Value ($000)
-
$783,709
-
Num holdings
-
658
-
Date filed
-
2/12/2014
-
Form type
-
13F-HR
-
Prev filing
-
-
Note
-
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 1 |
Adhesion Wealth Advisors |
|
| 2 |
Advisors Asset Management |
|
| 3 |
Allianz Global Investors |
|
| 4 |
Blackrock Investment Management |
|
| 5 |
Columbia |
|
| 6 |
David Advisors |
|
| 7 |
Envestnet |
|
| 8 |
Invesco Advisors |
|
| 9 |
Lazard Asset |
|
| 10 |
Legg Mason Private |
|
| 11 |
Lord Abbet |
|
| 12 |
Loring Ward |
|
| 13 |
NBE International |
|
| 14 |
NBE Select |
|
| 15 |
NWQ Investment |
|
| 16 |
PIMCO |
|
| 17 |
Robeco |
|
| 18 |
Sitrin Capital Management |
|
| 19 |
Thornburg |
|
| 20 |
Todd Veredus Asset Management |
|
| 21 |
Wells Fargo |
|
| 22 |
Winslow Capital |
|