PERSONAL CFO SOLUTIONS, LLC

Q4 2020 13F Detailed Holdings

Location
Chester, NJ
Holdings as of
12/31/2020
Value ($000)
$404,092
Num holdings
373
Date filed
2/9/2021
Form type
13F-HR
Prev filing
11/2/2020
Next filing
4/21/2021
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 028-21720
7 Atlanta Capital 028-05936
8 Beaumont Financial Partners LLC 028-11748
9 Berkshire Asset Management LLC 028-05034
10 BMO Asset Management Corp 028-16017
11 Brookmont Capital Management LLC 028-14438
12 Cambiar Investors LLC 028-01398
13 Clark Capital Management Group LLC 028-11680
14 Cohen & Steers Capital Management Inc 028-02405
15 Columbia Management Investment Advisers LLC 028-10477
16 Congress Asset Management Company 028-03434
17 Copeland Capital Management LLC 028-14668
18 Diamond Hill Capital Management Inc 028-10648
19 DSM Capital Partners LLC 028-10309
20 Dorsey, Wright & Associates LLC 028-12076
21 Goldman Sachs Asset Management LP 028-10981
22 Granite Investment Partners LLC 028-14862
23 Eaton Vance Management 028-04139
24 Granite Investment Partners LLC 028-14862
25 GW&K Investment Management LLC 028-04145
26 Harding Loevner LP 028-04434
27 Henry James International Management Inc. 028-18950
28 Invesco Advisers Inc 028-00255
29 JP Morgan 028-00694
30 Lazard Asset Management LLC 028-10469
31 Legg Mason Private Portfolio Group, LLC 028-12558
32 Macquarie Invesment Management Business Trust 028-05267
33 Miller Howard Investments Inc 028-03692
34 Neuberger Berman Investment Advisers LLC 028-17085
35 Newfound Research LLC 028-17093
36 Parametric Portfolio Associates LLC 028-04558
37 Peregrine Capital Management LLC 028-01523
38 Polen Capital Management LLC 028-03687
39 SouthernSun Asset Management LLC 028-03489
40 Sustainable Growth Advisers, LP 028-11076
41 London Co of Virginia 028-10665
42 Thompson, Siegel & Walmsley LLC 028-04041
43 Thornburg 028-06605
44 W.E. Donoghue & Co. LLC 028-18145
45 Wakefield Asset Management LLLP 028-18951
46 WCM Investment Management LLC 028-07104
47 Redwood Investments LLC 028-18341
48 Principal Global Investors 028-00869
49 Fred Alger Management LLC 028-01549