Convergent Wealth Advisors
Q1 2014 13F Holdings
Location
Potomac, MD
Holdings as of
3/31/2014
Value ($000)
$627,658
Num holdings
26
Date filed
5/14/2014
Form type
13F-HR
Prev filing
2/10/2014
Next filing
8/8/2014
SEC
View on sec.gov
Compare Q1 2014 to
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2
2013 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type