Integrated Wealth Concepts LLC

Q1 2018 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
3/31/2018
Value ($000)
$249,411
Num holdings
198
Date filed
5/15/2018
Form type
13F-HR
Prev filing
5/15/2018
Next filing
7/27/2018
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 Polen Capital Management
8 Santa Barbara Asset Management
9 Schafer Cullen Capital Management
10 Zacks Investment Management