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  Name: CONCERT WEALTH MANAGEMENT INC.
  City: SAN JOSE
  State: CA
  Zip: 95126
   
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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

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Holdings Found : 17     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 1 - $251.78 $3,887,000 30,009 15.74% -660,000 -6,515 0.003    Closed - End Fund - E...
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 2 - $110.45 $1,795,000 16,244 7.27% -430,000 -3,852 0.06    Closed - End Fund - E...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 3 - $59.11 $1,678,000 27,578 6.8% -1,319,000 -23,795 0.031    Closed - End Fund - Debt
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 4 - $57.31 $1,664,000 31,574 6.74% -190,000 -5,386 0.006    Closed - End Fund - F...
   (SGOL)1 Year Chart         SGOL Aberdeen Standard Physical ... 6 - $22.37 $1,486,000 11,991 6.02% -230,000 -2,258 0.013    Closed - End Fund - Debt
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 8 - $95.33 $1,361,000 12,401 5.51% -1,124,000 -10,243 0.001    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 10 - $157.91 $1,082,000 10,849 4.38% -295,000 -3,429 0.003    Closed - End Fund - E...
   (BKF)1 Year Chart         BKF iShares MSCI BRIC Index 11 - $35.36 $786,000 18,239 3.18% 97,000 -223 0.02    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 12 - $105.65 $753,000 10,150 3.05% -99,000 -1,990 0.001    Closed - End Fund - E...
   (BWX)1 Year Chart         BWX Spdr Brcly Cap Int Trs Bon 14 - $21.49 $659,000 23,448 2.67% -41,000 -1,950 0.026    Closed - End Fund - E...
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 16 - $38.03 $551,000 16,385 2.23% -286,000 -9,929 0.002    Closed - End Fund - Debt
   (DBC)1 Year Chart         DBC Invesco DB Commodity Tracki... 17 - $23.66 $533,000 34,894 2.16% -56,000 -5,862 0.014    Closed - End Fund - Debt
   (FTLS)1 Year Chart         FTLS First Trust Long Short Equity 19 - $0.00 $482,000 12,905 1.95% -23,000 -1,227 0.018    N/A
   (T)1 Year Chart         T AT&T Corp 20 - $16.75 $458,000 11,675 1.86% -415,000 -11,397 0    Long Distance Carriers
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 21 - $25.57 $340,000 12,608 1.38% -219,000 -10,190 0.014    N/A
   (QAI)1 Year Chart         QAI Index IQ ETF Trust 22 - $30.68 $338,000 11,385 1.37% -4,000 -292 0.013    Closed - End Fund - Debt
   (SJNK)1 Year Chart         SJNK Spdr Barclays Capital Short... 23 - $24.91 $287,000 10,392 1.16% -67,000 -2,414 0.008    N/A
      17 Records Found
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