Q1 2017 13F Detailed Holdings
-
Location
-
San Jose, CA
-
Holdings as of
-
3/31/2017
-
Value ($000)
-
$442,446
-
Num holdings
-
712
-
Date filed
-
5/10/2017
-
Form type
-
13F-HR
-
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 Advisor Solutions |
|
| 2 |
Advisors Asset Management |
|
| 3 |
Blackrock Investment Management |
|
| 4 |
CWM Strategies |
|
| 5 |
EAM Investors |
|
| 6 |
Envestnet |
|
| 7 |
Frontier |
|
| 8 |
Good Harbor Financial |
|
| 9 |
Howard Capital Management |
|
| 10 |
Lord Abbett |
|