Integrated Wealth Concepts LLC

Q4 2018 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
12/31/2018
Value ($000)
$368,092
Num holdings
265
Date filed
2/14/2019
Form type
13F-HR
Prev filing
11/13/2018
Next filing
5/15/2019
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 Eaton Vance
6 Federated
7 Federated Investors
8 LPL Research
9 Natixis AIA
10 Parametric Portfolio Associates
11 Polen Capital Management
12 Schaffer Cullen Capital Management
13 Zacks Investment Management