Integrated Wealth Concepts LLC

Q2 2019 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
6/30/2019
Value ($000)
$763,418
Num holdings
389
Date filed
8/15/2019
Form type
13F-HR
Prev filing
5/15/2019
Next filing
11/15/2019
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 Congress Asset Mgmt
5 Davis Select Advisors
6 Eaton Vance
7 Federated
8 Federated Investors
9 LPL Research
10 Manning & Napier
11 Natixis AIA
12 Parametric Portfolio Assoc
13 Polen Capital Management
14 RNC Genter
15 Schafer Cullen Capital Mgmt
16 Zacks Investment Mgmt