Convergent Wealth Advisors
Q2 2014 13F Holdings
Location
Potomac, MD
Holdings as of
6/30/2014
Value ($000)
$697,233
Num holdings
31
Date filed
8/8/2014
Form type
13F-HR
Prev filing
5/14/2014
Next filing
11/12/2014
SEC
View on sec.gov
Compare Q2 2014 to
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q1
2013 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type