Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: CONCERT WEALTH MANAGEMENT INC.
  City: SAN JOSE
  State: CA
  Zip: 95126
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2017-09-30
  Total Value : $24,688,000
  Total Value Change : $-78,325,000
  Securities Held Change : -130
   
All Securities Held : 25
  New Positions : 0
  Closed Positions : 132
  Increased Positions : 5
  Unchanged Positions : 3
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (RESN)1 Year Chart         RESN Resonant Inc 5 - $4.48 $1,542,000 348,202 6.25% 0 0 5.049    N/A
   (AKAM)1 Year Chart         AKAM Akamai Technologies Inc 9 - $101.68 $1,250,000 25,654 5.06% -28,000 0 0.014    Internet Software & S...
   (SJB)1 Year Chart         SJB Proshares Short High Yield 13 - $17.35 $703,000 30,392 2.85% -12,000 0 0.338    N/A

      3 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results