Integrated Wealth Concepts LLC

Q1 2019 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
3/31/2019
Value ($000)
$590,690
Num holdings
330
Date filed
5/15/2019
Form type
13F-HR
Prev filing
2/14/2019
Next filing
8/15/2019
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 ABNER HERRMAN AND BROCK
2 BRANDES INVESTMENT PARTNERS
3 CHILTON CAPITAL MANAGEMENT
4 CLARK CAPITAL MANAGEMENT
5 CONGRESS ASSET MANAGEMENT
6 DAVIS SELECT ADVISORS
7 EATON VANCE
8 FEDERATED
9 FEDERATED INVESTORS
10 LPL RESEARCH
11 MANNING & NAPIER
12 NATIXIS AIA
13 PARAMETRIC PORTFOLIO ASSOC
14 POLEN CAPITAL MANAGEMENT
15 RNC GENTER
16 SCHAFER CULLEN CAPITAL MGMT
17 ZACKS INVESTMENT MGMT