Integrated Wealth Concepts LLC

Q4 2019 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
12/31/2019
Value ($000)
$1,185,207
Num holdings
471
Date filed
2/20/2020
Form type
13F-HR
Prev filing
11/15/2019
Next filing
5/18/2020
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 ALLIANCE BERNSTEIN
3 BEACON CAPITAL MANAGEMENT
4 BRANDES INVESTMENT MANAGEMENT
5 CONGRESS ASSET MGMT
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 TRILLIUM INVESTMENT MGMT
18 ZACKS INVESTMENT MGMT