Segment Wealth Management, LLC

Q2 2019 13F Detailed Holdings

Location
Houston, TX
Holdings as of
6/30/2019
Value ($000)
$491,592
Num holdings
220
Date filed
7/29/2019
Form type
13F-HR
Prev filing
4/30/2019
Next filing
10/22/2019
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