PERSONAL CFO SOLUTIONS, LLC

Q3 2019 13F Detailed Holdings

Location
Chester, NJ
Holdings as of
9/30/2019
Value ($000)
$251,051
Num holdings
307
Date filed
11/13/2019
Form type
13F-HR
Prev filing
Next filing
2/13/2020
SEC
View on sec.gov
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 AllianceBernstein LP 028-10562
2 Advisory Research Inc 028-05637
3 AEW Capital Management LP 028-06538
4 AMI Asset Management Corp 028-11962
5 Aristotle Capital Management LLC 028-02634
6 AthenaInvest Advisors LLC
7 Beaumont Financial Partners LLC 028-11748
8 Berkshire Asset Management LLC 028-05034
9 BMO Asset Management Corp 028-16017
10 Brookmont Capital Management LLC 028-14438
11 Cambiar Investors LLC 028-01398
12 Clark Capital Management Group LLC 028-11680
13 Cohen & Steers Capital Management Inc 028-02405
14 Columbia Management Investment Advisers LLC 028-10477
15 Congress Asset Management Company 028-03434
16 Copeland Capital Management LLC 028-14668
17 Diamond Hill Capital Management Inc 028-10648
18 DSM Capital Partners LLC 028-10309
19 Dorsey, Wright & Associates LLC 028-12076
20 Goldman Sachs Asset Management LP 028-10981
21 Granite Investment Partners LLC 028-14862
22 Eaton Vance Management 028-04139
23 Granite Investment Partners LLC 028-14862
24 GW&K Investment Management LLC 028-04145
25 Harding Loevner LP 028-04434
26 Henry James International Management Inc. 028-18950
27 Invesco Advisers Inc 028-00255
28 Lazard Asset Management LLC 028-10469
29 Legg Mason Private Portfolio Group, LLC 028-12558
30 Macquarie Invesment Management Business Trust 028-05267
31 Miller Howard Investments Inc 028-03692
32 Neuberger Berman Investment Advisers LLC 028-17085
33 Newfound Research LLC 028-17093
34 Parametric Portfolio Associates LLC 028-04558
35 Peregrine Capital Management LLC 028-01523
36 Polen Capital Management LLC 028-03687
37 SouthernSun Asset Management LLC 028-03489
38 Sustainable Growth Advisers, LP 028-11076
39 London Co of Virginia 028-10665
40 Thompson, Siegel & Walmsley LLC 028-04041
41 W.E. Donoghue & Co. LLC 028-18145
42 Wakefield Asset Management LLLP 028-18951
43 WCM Investment Management LLC 028-07104