Segment Wealth Management, LLC

Q3 2018 13F Detailed Holdings

Location
Houston, TX
Holdings as of
9/30/2018
Value ($000)
$458,993
Num holdings
353
Date filed
11/7/2018
Form type
13F-HR
Prev filing
7/17/2018
Next filing
1/31/2019
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 RICE HALL JAMES & ASSOCIATES, LLC 028-10467
2 GOLDMAN SACHS & CO. LLC 028-00687
3 RAYMOND JAMES & ASSOCIATES 028-04393
4 JPMorgan Chase Bank, N.A. 028-00123
5 J.P. Morgan Securities LLC 028-11925
6 AVALON ADVISORS, LLC 028-10434
7 RBC Capital Markets Arbitrage S.A. 028-11273