Integrated Wealth Concepts LLC

Q4 2017 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
12/31/2017
Value ($000)
$233,749
Num holdings
191
Date filed
5/15/2018
Form type
13F-HR
Prev filing
Next filing
5/15/2018
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 Chilton Capital Management
2 Clark Capital Management Group
3 Congress Asset Management
4 Davis Select Advisors
5 Federated Investors
6 Parametric Portfolio Associates
7 Santa Barbara Asset Management
8 Schafer Cullen Capital Management
9 Zacks Investment Management