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Concert Wealth Management Inc

Hypotheticals Contact Info Symbols SEC Sources Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-08-04Fund Class: No Data

Transactions: Currently showing holdings/transactions Filed between 2009-05-06 and 2009-08-04
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-06

Hypotheticals

Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 
Base Value:$146,261,613Current Value:$158,092,759
Change:$11,831,14 6 Performance:8.08 %

Worst Move:Lost $-54,230 on changes made with Star Scientific Inc (STSI) buying shares when price went down.
Best Move:Made $274,200 on changes made with Altera Corp (ALTR) buying shares when price went up.
Best Save:Saved $-88,972 on changes made with Noble Corp (NE) selling shares when price went down.
Missed Move:Missed $122,772 on changes made with Westamerica Bancorporation (WABC) selling shares when price went up.

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Contact Information

Unknown

Symbols

Unknown

SEC Sources

Form TypeFiledAs-Of/OnSec Filename
13F-HR2009-05-152009-03-31edgar/data/1456534/0001085146-09-002266.txt
13F-HR2009-08-042009-06-30edgar/data/1456534/0001085146-09-003115.txt

Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
A begin price of 1900-01-01 will use the date filed for begin price: Begin Price date: End Price date:
- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

Show/Hide Columns

Filed As-Of/On Form FullName
Symbol Country Industry Shares
Activity Shares Change Shares Change Pct. Hypothetical Old Value
Hypothetical New Value Hypothetical Value Change Hypothetical Return Hypothetical Results
Director Ten Pct Other Officer
Officer Title History News Articles

   

Holdings/Transactions

FiledAs-Of/OnFormFullnameSymbolCountryIndustrySharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypothetical ReturnHypothetical Results Director Other Ten Pct Officer Officer Title News Article History
2009-08-042009-06-30 13F-HRVornado Realty TrustVNOUSReits-Diversified 52New Holding52100 %-$3,171-- % News Article History of Concert Wealth Management Inc Ownership Of Vornado Realty Trust
2009-08-042009-06-30 13F-HRColgate-Palmolive CoCLUSCosmetics And Toiletries 1,560Added More1,360680.00 %$112,648$124,597$11,95010.60 % $10,418News Article History of Concert Wealth Management Inc Ownership Of Colgate-Palmolive Co
2009-08-042009-06-30 13F-HRNovo Nordisk AsNVODKMedical-Drugs 170New Holding170100 %$10,135$10,919$7847.73 % $784News Article History of Concert Wealth Management Inc Ownership Of Novo Nordisk As
2009-08-042009-06-30 13F-HRGoodrich CorpGRUSAerospace/Defense-Equip 1,350No Change00 %$72,522$77,801$5,2797.27 % $0News Article History of Concert Wealth Management Inc Ownership Of Goodrich Corp
2009-08-042009-06-30 13F-HRWacoal Holdings CorpWACLYJPApparel Manufacturers 137No Change00 %---- % News Article History of Concert Wealth Management Inc Ownership Of Wacoal Holdings Corp
2009-08-042009-06-30 13F-HRXtent IncXTNTUSMedical Products 0Sold All-5,000-100 %---- % News Article History of Concert Wealth Management Inc Ownership Of Xtent Inc
2009-08-042009-06-30 13F-HRWave Systems CorpWAVXUSComputers-Integrated Sys 15,832No Change00 %---- % News Article History of Concert Wealth Management Inc Ownership Of Wave Systems Corp
2009-08-042009-06-30 13F-HRTri-Valley CorpTIVUSOil Comp-Explor And Prodtn 69,000Added More60,000666.66 %$69,690$158,700$89,010127.72 % $77,400News Article History of Concert Wealth Management Inc Ownership Of Tri-Valley Corp
2009-08-042009-06-30 13F-HRXto Energy IncXTOUSOil Comp-Explor And Prodtn 1,306Added More20.15 %$55,636$56,485$8491.52 % $1News Article History of Concert Wealth Management Inc Ownership Of Xto Energy Inc
2009-08-042009-06-30 13F-HRTyco Electronics LtdTELBMElectronic Compo-Misc 2,464New Holding2,464100 %$54,750$56,105$1,3552.47 % $1,355News Article History of Concert Wealth Management Inc Ownership Of Tyco Electronics Ltd
2009-08-042009-06-30 13F-HRUsg CorpUSGUSBldg And Construct Prod-Misc 30No Change00 %$446$422$-24-5.31 % $0News Article History of Concert Wealth Management Inc Ownership Of Usg Corp
2009-08-042009-06-30 13F-HRBest Buy Co IncBBYUSRetail-Consumer Electron 205New Holding205100 %$7,886$8,249$3634.60 % $363News Article History of Concert Wealth Management Inc Ownership Of Best Buy Co Inc
2009-08-042009-06-30 13F-HRBarclays PlcBCSDECommer Banks Non-Us 0Sold All-450-100 %---1.07 % $-108News Article History of Concert Wealth Management Inc Ownership Of Barclays Plc
2009-08-042009-06-30 13F-HRFranklin Resources IncBENUSInvest Mgmnt/Advis Serv 232New Holding232100 %$21,409$25,573$4,16419.45 % $4,164News Article History of Concert Wealth Management Inc Ownership Of Franklin Resources Inc
2009-08-042009-06-30 13F-HREmerson Electric CoEMRUSElectric Products-Misc 10,295Added More6,295157.37 %$371,855$424,463$52,60714.14 % $32,167News Article History of Concert Wealth Management Inc Ownership Of Emerson Electric Co
2009-08-042009-06-30 13F-HRSilver Standard Resources IncSSRICASilver Mining 2,500Added More1,500150.00 %$52,825$47,800$-5,025-9.51 % $-3,015News Article History of Concert Wealth Management Inc Ownership Of Silver Standard Resources Inc
2009-08-042009-06-30 13F-HRVelocity Express CorpVEXPUSTransport-Services 167No Change00 %---- % News Article History of Concert Wealth Management Inc Ownership Of Velocity Express Corp
2009-08-042009-06-30 13F-HRValue Line IncVALUUSPublishing-Periodicals 50No Change00 %$1,660$1,648$-12-0.69 % $0News Article History of Concert Wealth Management Inc Ownership Of Value Line Inc
2009-08-042009-06-30 13F-HRPerceptron IncPRCPUSCommercial Services 4,585New Holding4,585100 %$19,211$16,368$-2,843-14.79 % $-2,843News Article History of Concert Wealth Management Inc Ownership Of Perceptron Inc
2009-08-042009-06-30 13F-HRNve CorpNVECUSElectronic Compo-Misc 100No Change00 %---- % News Article History of Concert Wealth Management Inc Ownership Of Nve Corp
2009-08-042009-06-30 13F-HROmnicell IncOMCLUSEnterprise Software/Serv 2,200No Change00 %$27,302$22,264$-5,038-18.45 % $0News Article History of Concert Wealth Management Inc Ownership Of Omnicell Inc
2009-08-042009-06-30 13F-HRMelco Crown Entertainment LtdMPELKYCasino Hotels 1,000No Change00 %$5,990$5,050$-940-15.69 % $0News Article History of Concert Wealth Management Inc Ownership Of Melco Crown Entertainment Ltd
2009-08-042009-06-30 13F-HRCnh Global NvCNHKRMachinery-Farm 1,000No Change00 %$19,810$20,860$1,0505.30 % $0News Article History of Concert Wealth Management Inc Ownership Of Cnh Global Nv
2009-08-042009-06-30 13F-HRStar Scientific IncSTSIUSTobacco 18,000Added More1,0005.88 %$18,360$14,580$-3,780-20.58 % $-210News Article History of Concert Wealth Management Inc Ownership Of Star Scientific Inc
2009-08-042009-06-30 13F-HRBristol-Myers Squibb CoBMYBEMedical-Drugs 2,593Added More40018.23 %$56,839$58,706$1,8673.28 % $288News Article History of Concert Wealth Management Inc Ownership Of Bristol-Myers Squibb Co
2009-08-042009-06-30 13F-HRHalliburton CoHALUSOil-Field Services 6,125Added More1,18523.98 %$139,283$190,059$50,77636.45 % $9,824News Article History of Concert Wealth Management Inc Ownership Of Halliburton Co
2009-08-042009-06-30 13F-HROil States International IncOISUSOil-Field Services 200No Change00 %$5,856$6,980$1,12419.19 % $0News Article History of Concert Wealth Management Inc Ownership Of Oil States International Inc
2009-08-042009-06-30 13F-HROlin CorpOLNUSChemicals-Diversified 50New Holding50100 %$722$790$689.42 % $68News Article History of Concert Wealth Management Inc Ownership Of Olin Corp
2009-08-042009-06-30 13F-HRMarsh And Mclennan Cos IncMMCUSInsurance Brokers 150New Holding150100 %$3,225$3,498$2738.46 % $273News Article History of Concert Wealth Management Inc Ownership Of Marsh And Mclennan Cos Inc
2009-08-042009-06-30 13F-HRSt Joe CotheJOEUSReal Estate Oper/Develop 100No Change00 %$3,094$2,606$-488-15.77 % $0News Article History of Concert Wealth Management Inc Ownership Of St Joe Cothe
2009-08-042009-06-30 13F-HRCimarex Energy CoXECUSOil Comp-Explor And Prodtn 81,168Added More3,0013.83 %$3,027,566$3,626,586$599,02019.78 % $22,147News Article History of Concert Wealth Management Inc Ownership Of Cimarex Energy Co
2009-08-042009-06-30 13F-HRToyota Motor CorpTMJPAuto-Cars/Light Trucks 20No Change00 %$1,733$1,563$-170-9.80 % $0News Article History of Concert Wealth Management Inc Ownership Of Toyota Motor Corp
2009-08-042009-06-30 13F-HRBuckle InctheBKEUSRetail-Apparel/Shoe 900New Holding900100 %---- % News Article History of Concert Wealth Management Inc Ownership Of Buckle Incthe
2009-08-042009-06-30 13F-HRBank Of New York Mellon CorptheBKUSUnknown 774Added More557256.68 %$22,082$20,821$-1,262-5.71 % $-908News Article History of Concert Wealth Management Inc Ownership Of Bank Of New York Mellon Corpthe
2009-08-042009-06-30 13F-HRCanon IncCAJCHOffice Automation And Equip 3,018Added More72831.79 %$109,584$114,141$4,5574.15 % $1,099News Article History of Concert Wealth Management Inc Ownership Of Canon Inc
2009-08-042009-06-30 13F-HRAeropostale IncAROUSRetail-Apparel/Shoe 155New Holding155100 %$5,603$5,224$-380-6.77 % $-380News Article History of Concert Wealth Management Inc Ownership Of Aeropostale Inc
2009-08-042009-06-30 13F-HRArvinmeritor IncARMUSAuto/Trk Prts And Equip-Orig 133No Change00 %$831$1,051$21926.40 % $0News Article History of Concert Wealth Management Inc Ownership Of Arvinmeritor Inc
2009-08-042009-06-30 13F-HRWw Grainger IncGWWUSDistribution/Wholesale 200New Holding200100 %$18,072$19,352$1,2807.08 % $1,280News Article History of Concert Wealth Management Inc Ownership Of Ww Grainger Inc
2009-08-042009-06-30 13F-HRIdacorp IncIDAUSElectric-Integrated 590Added More9018.00 %$16,473$16,998$5253.18 % $80News Article History of Concert Wealth Management Inc Ownership Of Idacorp Inc
2009-08-042009-06-30 13F-HRBioenvision Inc BIVUSUnknown 249New Holding249100 %---- % News Article History of Concert Wealth Management Inc Ownership Of Bioenvision Inc
2009-08-042009-06-30 13F-HRBlue Valley Ban CorpBLVUSUnknown 11New Holding11100 %---- % News Article History of Concert Wealth Management Inc Ownership Of Blue Valley Ban Corp
2009-08-042009-06-30 13F-HRCorriente Resources IncETQUSMetal-Copper 1,000No Change00 %$5,910$5,870$-40-0.67 % $0News Article History of Concert Wealth Management Inc Ownership Of Corriente Resources Inc
2009-08-042009-06-30 13F-HRMacys IncMUSRetail-Regnl Dept Store 310New Holding310100 %$4,368$5,946$1,57836.12 % $1,578News Article History of Concert Wealth Management Inc Ownership Of Macys Inc
2009-08-042009-06-30 13F-HRYum Brands IncYUMUSRetail-Restaurants 2,000No Change00 %$72,480$70,460$-2,020-2.78 % $0News Article History of Concert Wealth Management Inc Ownership Of Yum Brands Inc
2009-08-042009-06-30 13F-HRFujifilm Holdings CorpFUJIJPPhoto Equipment And Supplies 439No Change00 %---- % News Article History of Concert Wealth Management Inc Ownership Of Fujifilm Holdings Corp
2009-08-042009-06-30 13F-HREbix IncEBIXUSApplications Software 40No Change00 %$1,772$2,194$42323.86 % $0News Article History of Concert Wealth Management Inc Ownership Of Ebix Inc
2009-08-042009-06-30 13F-HRProassurance CorpPRAUSProperty/Casualty Ins 63New Holding63100 %$3,327$3,287$-40-1.19 % $-40News Article History of Concert Wealth Management Inc Ownership Of Proassurance Corp
2009-08-042009-06-30 13F-HRRadio One IncROIAKUSRadio 891Sold Some-949-51.57 %$321$1,907$1,586494.44 % $-1,689News Article History of Concert Wealth Management Inc Ownership Of Radio One Inc
2009-08-042009-06-30 13F-HRMolex IncMOLXUSElectric Products-Misc 113No Change00 %$2,103$2,174$713.38 % $0News Article History of Concert Wealth Management Inc Ownership Of Molex Inc
2009-08-042009-06-30 13F-HRMolex IncMOLXUSElectric Products-Misc 113Sold Some-1,887-94.35 %$2,103$2,174$713.38 % $-1,189News Article History of Concert Wealth Management Inc Ownership Of Molex Inc
2009-08-042009-06-30 13F-HRMolex IncMOLXUSElectric Products-Misc 2,000Added More1,8871669.91 %$37,220$38,480$1,2603.38 % $1,189News Article History of Concert Wealth Management Inc Ownership Of Molex Inc
2009-08-042009-06-30 13F-HRMolex IncMOLXUSElectric Products-Misc 2,000No Change00 %$37,220$38,480$1,2603.38 % $0News Article History of Concert Wealth Management Inc Ownership Of Molex Inc
2009-08-042009-06-30 13F-HRLiberty Global IncLBTYAUSBroadcast Serv/Program 6,088Added More560.92 %$130,161$132,536$2,3741.82 % $22News Article History of Concert Wealth Management Inc Ownership Of Liberty Global Inc
2009-08-042009-06-30 13F-HRExpedia IncEXPEUSUnknown 6,425Added More5,325484.09 %$138,073$150,859$12,7869.26 % $10,597News Article History of Concert Wealth Management Inc Ownership Of Expedia Inc
2009-08-042009-06-30 13F-HREchostar CorpSATSUSSatellite Telecom 11New Holding11100 %$163$219$5634.05 % $56News Article History of Concert Wealth Management Inc Ownership Of Echostar Corp
2009-08-042009-06-30 13F-HRJohn B Sanfilippo And Son IncJBSSUSFood-Misc/Diversified 100No Change00 %$867$1,363$49657.20 % $0News Article History of Concert Wealth Management Inc Ownership Of John B Sanfilippo And Son Inc
2009-08-042009-06-30 13F-HRForest City Enterprises IncFCE.AUSReal Estate Oper/Develop 47,622Added More2000.42 %---- % News Article History of Concert Wealth Management Inc Ownership Of Forest City Enterprises Inc
2009-08-042009-06-30 13F-HRRoyal Dutch Shell PlcRDS.AUSOil Comp-Integrated 202No Change00 %---- % News Article History of Concert Wealth Management Inc Ownership Of Royal Dutch Shell Plc
2009-08-042009-06-30 13F-HRRoyal Dutch Shell PlcRDS.AUSOil Comp-Integrated 202Sold Some-3,254-94.15 %---- % News Article History of Concert Wealth Management Inc Ownership Of Royal Dutch Shell Plc
2009-08-042009-06-30 13F-HRRoyal Dutch Shell PlcRDS.AUSOil Comp-Integrated 3,842Added More3,6401801.98 %---- % News Article History of Concert Wealth Management Inc Ownership Of Royal Dutch Shell Plc
2009-08-042009-06-30 13F-HRRoyal Dutch Shell PlcRDS.AUSOil Comp-Integrated 3,842Added More38611.16 %---- % News Article History of Concert Wealth Management Inc Ownership Of Royal Dutch Shell Plc
2009-08-042009-06-30 13F-HRDiscover Financial ServicesDFSUSFinance-Credit Card 2,547No Change00 %$31,583$37,008$5,42517.17 % $0News Article History of Concert Wealth Management Inc Ownership Of Discover Financial Services
2009-08-042009-06-30 13F-HRNewstrike Capital IncNWS.AUSCapital Pools 0Sold All-2,414-100 %---- % News Article History of Concert Wealth Management Inc Ownership Of Newstrike Capital Inc
2009-08-042009-06-30 13F-HRPitney Bowes IncPBIUSOffice Automation And Equip 1,326No Change00 %$27,793$33,137$5,34419.22 % $0News Article History of Concert Wealth Management Inc Ownership Of Pitney Bowes Inc
2009-08-042009-06-30 13F-HRRealty Income CorpO-DUSReits-Single Tenant 2,434Added More2,000460.82 %---- % News Article History of Concert Wealth Management Inc Ownership Of Realty Income Corp
2009-08-042009-06-30 13F-HRNippon Telegraph And Telephone CorpNTTJPTelephone-Integrated 1,656Added More964139.30 %$34,296$34,544$2480.72 % $145News Article History of Concert Wealth Management Inc Ownership Of Nippon Telegraph And Telephone Corp
2009-08-042009-06-30 13F-HRNike IncNKEUSAthletic Footwear 185New Holding185100 %$10,645$11,944$1,29912.20 % $1,299News Article History of Concert Wealth Management Inc Ownership Of Nike Inc
2009-08-042009-06-30 13F-HRNationwide Health Properties IncNHP-BUSReits-Health Care 400No Change00 %---- % News Article History of Concert Wealth Management Inc Ownership Of Nationwide Health Properties Inc
2009-08-042009-06-30 13F-HRIon Geophysical CorpIOKRSeismic Data Collection 17,920No Change00 %$52,506$77,235$24,73047.09 % $0News Article History of Concert Wealth Management Inc Ownership Of Ion Geophysical Corp
2009-08-042009-06-30 13F-HRAlcatel-LucentALUCHTelecommunication Equip 2,115Added More401.92 %$6,493$8,100$1,60724.75 % $30News Article History of Concert Wealth Management Inc Ownership Of Alcatel-Lucent
2009-08-042009-06-30 13F-HRTemple-Inland IncTINUSPaper And Related Products 1,300No Change00 %$21,060$20,553$-507-2.40 % $0News Article History of Concert Wealth Management Inc Ownership Of Temple-Inland Inc
2009-08-042009-06-30 13F-HRAbitibibowater IncABHUSPaper And Related Products 0Sold All-1,720-100 %---- % News Article History of Concert Wealth Management Inc Ownership Of Abitibibowater Inc
2009-08-042009-06-30 13F-HRBarrick Gold CorpABXCAGold Mining 1,497Added More866.09 %$54,132$62,320$8,18915.12 % $470News Article History of Concert Wealth Management Inc Ownership Of Barrick Gold Corp
2009-08-042009-06-30 13F-HRAccenture LtdACNFRConsulting Services 481New Holding481100 %$17,152$18,879$1,72710.06 % $1,727News Article History of Concert Wealth Management Inc Ownership Of Accenture Ltd
2009-08-042009-06-30 13F-HRBhp Billiton LtdBHPGBDiversified Minerals 158New Holding158100 %$10,412$10,738$3253.12 % $325News Article History of Concert Wealth Management Inc Ownership Of Bhp Billiton Ltd
2009-08-042009-06-30 13F-HRVodafone Group PlcVODGBCellular Telecom 4,543Added More2,20193.97 %$96,720$102,763$6,0426.24 % $2,927News Article History of Concert Wealth Management Inc Ownership Of Vodafone Group Plc
2009-08-042009-06-30 13F-HRSyngenta AgSYTCHAgricultural Chemicals 982Sold Some-500-33.73 %$45,280$49,935$4,65510.27 % $-2,370News Article History of Concert Wealth Management Inc Ownership Of Syngenta Ag
2009-08-042009-06-30 13F-HRAlliant Techsystems IncATKUSAerospace/Defense-Equip 50New Holding50100 %$3,967$4,110$1433.60 % $143News Article History of Concert Wealth Management Inc Ownership Of Alliant Techsystems Inc
2009-08-042009-06-30 13F-HRYamana Gold IncAUYCAUnknown 1,000No Change00 %$9,820$12,050$2,23022.70 % $0News Article History of Concert Wealth Management Inc Ownership Of Yamana Gold Inc
2009-08-042009-06-30 13F-HRAvalonbay Communities IncAVB-HUSReits-Apartments 46Added More12.22 %---- % News Article History of Concert Wealth Management Inc Ownership Of Avalonbay Communities Inc
2009-08-042009-06-30 13F-HRSony CorpSNEJPAudio/Video Products 160No Change00 %$4,480$4,619$1393.10 % $0News Article History of Concert Wealth Management Inc Ownership Of Sony Corp
2009-08-042009-06-30 13F-HRSanofi-Aventis SaSNYFRMedical-Drugs 1,132No Change00 %$38,601$41,544$2,9437.62 % $0News Article History of Concert Wealth Management Inc Ownership Of Sanofi-Aventis Sa
2009-08-042009-06-30 13F-HRCit Group IncCIT-AUSFinance-Commercial 185No Change00 %---- % News Article History of Concert Wealth Management Inc Ownership Of Cit Group Inc
2009-08-042009-06-30 13F-HRSunoco IncSUNUSOil Refining And Marketing 101No Change00 %$2,619$2,849$2308.79 % $0News Article History of Concert Wealth Management Inc Ownership Of Sunoco Inc
2009-08-042009-06-30 13F-HRChipotle Mexican Grill IncCMG.BUSRetail-Restaurants 400No Change00 %---- % News Article History of Concert Wealth Management Inc Ownership Of Chipotle Mexican Grill Inc
2009-08-042009-06-30 13F-HRJm Smucker CotheSJMUSFood-Confectionery 26No Change00 %$1,290$1,370$796.14 % $0News Article History of Concert Wealth Management Inc Ownership Of Jm Smucker Cothe
2009-08-042009-06-30 13F-HRRoyal Bank Of CanadaRYCACommer Banks Non-Us 5,600No Change00 %$269,584$287,504$17,9206.64 % $0News Article History of Concert Wealth Management Inc Ownership Of Royal Bank Of Canada
2009-08-042009-06-30 13F-HRRegal-Beloit CorpRBCUSMachinery-Electrical 145New Holding145100 %$7,143$7,289$1462.05 % $146News Article History of Concert Wealth Management Inc Ownership Of Regal-Beloit Corp
2009-08-042009-06-30 13F-HRDana Holding CorpDANUSAuto/Trk Prts And Equip-Orig 84No Change00 %$391$556$16542.36 % $0News Article History of Concert Wealth Management Inc Ownership Of Dana Holding Corp
2009-08-042009-06-30 13F-HRDarling International IncDARUSAlternative Waste Tech 5,500No Change00 %$39,050$38,280$-770-1.97 % $0News Article History of Concert Wealth Management Inc Ownership Of Darling International Inc
2009-08-042009-06-30 13F-HRDiageo PlcDEODEBeverages-Wine/Spirits 724Added More424141.33 %$45,583$48,204$2,6215.74 % $1,535News Article History of Concert Wealth Management Inc Ownership Of Diageo Plc
2009-08-042009-06-30 13F-HRCrh PlcCRHDEBldg Prod-Cement/Aggreg 710New Holding710100 %$18,581$18,517$-64-0.34 % $-64News Article History of Concert Wealth Management Inc Ownership Of Crh Plc
2009-08-042009-06-30 13F-HRAir Products And Chemicals IncAPDUSIndustrial Gases 4,934Added More911.87 %$368,224$395,460$27,2367.39 % $502News Article History of Concert Wealth Management Inc Ownership Of Air Products And Chemicals Inc
2009-08-042009-06-30 13F-HRAlliance One International IncAOIUSTobacco 700No Change00 %$2,940$3,192$2528.57 % $0News Article History of Concert Wealth Management Inc Ownership Of Alliance One International Inc
2009-08-042009-06-30 13F-HRSlm CorpSLMUSUnknown 7,000No Change00 %$61,250$70,700$9,45015.42 % $0News Article History of Concert Wealth Management Inc Ownership Of Slm Corp
2009-08-042009-06-30 13F-HRMkt Vect AgrbshsMOOUSUnknown 7,365New Holding7,365100 %---- % News Article History of Concert Wealth Management Inc Ownership Of Mkt Vect Agrbshs
2009-08-042009-06-30 13F-HRBerkshire Hathaway IncBRK.AUSReinsurance 4,048Added More1754.51 %---- % News Article History of Concert Wealth Management Inc Ownership Of Berkshire Hathaway Inc
2009-08-042009-06-30 13F-HRSysco CorpSYYUSFood-Wholesale/Distrib 300Added More10050.00 %$7,347$8,073$7269.88 % $242News Article History of Concert Wealth Management Inc Ownership Of Sysco Corp
2009-08-042009-06-30 13F-HRAvery Dennison CorpAVY-AUSOffice Supplies And Forms 40New Holding40100 %---- % News Article History of Concert Wealth Management Inc Ownership Of Avery Dennison Corp
2009-08-042009-06-30 13F-HRReis IncWFP.FUSInternet Content-Info/Ne 11,400No Change00 %---- % News Article History of Concert Wealth Management Inc Ownership Of Reis Inc
2009-08-042009-06-30 13F-HRAlumina LtdAWCUSMetal-Aluminum 569Added More519.84 %$3,391$3,317$-74-2.18 % $-7News Article History of Concert Wealth Management Inc Ownership Of Alumina Ltd
2009-08-042009-06-30 13F-HRHasbro IncHASUSToys 135New Holding135100 %$3,560$3,768$2085.83 % $208News Article History of Concert Wealth Management Inc Ownership Of Hasbro Inc
2009-08-042009-06-30 13F-HRSjw CorpSJWUSWater 3,816No Change00 %$83,914$84,868$9541.13 % $0News Article History of Concert Wealth Management Inc Ownership Of Sjw Corp
2009-08-042009-06-30 13F-HRTellabs IncTLABUSTelecommunication Equip 2,000No Change00 %$11,680$12,280$6005.13 % $0News Article History of Concert Wealth Management Inc Ownership Of Tellabs Inc
2009-08-042009-06-30 13F-HRIreland BkAP19.LUSCommer Banks Non-Us 55New Holding55100 %---- % News Article History of Concert Wealth Management Inc Ownership Of Ireland Bk
2009-08-042009-06-30 13F-HRAdobe Systems IncADBEUSElectronic Forms 1,015Added More21526.87 %$33,495$35,170$1,6755.00 % $355News Article History of Concert Wealth Management Inc Ownership Of Adobe Systems Inc
2009-08-042009-06-30 13F-HRAdvent Software IncADVSUSEnterprise Software/Serv 190New Holding190100 %$7,262$7,473$2112.90 % $211News Article History of Concert Wealth Management Inc Ownership Of Advent Software Inc
2009-08-042009-06-30 13F-HRAkamai Technologies IncAKAMUSInternet Infrastr Sftwr 0Sold All-100-100 %---38.31 % $-646News Article History of Concert Wealth Management Inc Ownership Of Akamai Technologies Inc
2009-08-042009-06-30 13F-HRFord Motor CoFUSUnknown 7,000Added More1,00016.66 %$58,100$54,250$-3,850-6.62 % $-550News Article History of Concert Wealth Management Inc Ownership Of Ford Motor Co
2009-08-042009-06-30 13F-HRNissan Motor Co LtdNSANYCHAuto-Cars/Light Trucks 680No Change00 %---- % News Article History of Concert Wealth Management Inc Ownership Of Nissan Motor Co Ltd
2009-08-042009-06-30 13F-HRWashington Federal IncWFSLUSS And L/Thrifts-Western Us 166No Change00 %$2,467$2,960$49319.98 % $0News Article History of Concert Wealth Management Inc Ownership Of Washington Federal Inc
2009-08-042009-06-30 13F-HRFairfax Financial Holdings LtdFFHCAMulti-Line Insurance 4,172No Change00 %$1,269,331$1,489,404$220,07317.33 % $0News Article History of Concert Wealth Management Inc Ownership Of Fairfax Financial Holdings Ltd
2009-08-042009-06-30 13F-HRBank Holdings InctheTBHSUSCommer Banks-Western Us 0Sold All-952-100 %---- % News Article History of Concert Wealth Management Inc Ownership Of Bank Holdings Incthe
2009-08-042009-06-30 13F-HRInergy LpNRGYUSRetail-Propane Distrib 1,660No Change00 %$50,215$52,190$1,9753.93 % $0News Article History of Concert Wealth Management Inc Ownership Of Inergy Lp
2009-08-042009-06-30 13F-HRFifth Third BancorpFITBUSSuper-Regional Banks-Us 65No Change00 %$651$596$-55-8.48 % $0News Article History of Concert Wealth Management Inc Ownership Of Fifth Third Bancorp
2009-08-042009-06-30 13F-HRFinish LinetheFINLUSRetail-Apparel/Shoe 400New Holding400100 %---- % News Article History of Concert Wealth Management Inc Ownership Of Finish Linethe
2009-08-042009-06-30 13F-HRCintas CorpCTASUSLinen Supply And Rel Items 1,300No Change00 %$33,384$37,401$4,01712.03 % $0News Article History of Concert Wealth Management Inc Ownership Of Cintas Corp
2009-08-042009-06-30 13F-HRCitrix Systems IncCTXSUSApplications Software 177New Holding177100 %$6,430$6,882$4517.01 % $451News Article History of Concert Wealth Management Inc Ownership Of Citrix Systems Inc
2009-08-042009-06-30 13F-HRGen-Probe IncGPROUSDiagnostic Equipment 2,600Added More2,000333.33 %$98,384$106,678$8,2948.43 % $6,380News Article History of Concert Wealth Management Inc Ownership Of Gen-Probe Inc
2009-08-042009-06-30 13F-HRHain Celestial Group IncHAINUSFood-Misc/Diversified 500No Change00 %---- % News Article History of Concert Wealth Management Inc Ownership Of Hain Celestial Group Inc
2009-08-042009-06-30 13F-HRDell IncDELLUSComputers 21,522Added More7853.78 %$294,851$319,817$24,9668.46 % $911News Article History of Concert Wealth Management Inc Ownership Of Dell Inc
2009-08-042009-06-30 13F-HRDentsply International IncXRAYUSDental Supplies And Equip 303No Change00 %$10,214$10,151$-64-0.62 % $0News Article History of Concert Wealth Management Inc Ownership Of Dentsply International Inc
2009-08-042009-06-30 13F-HRDiamond Foods IncDMNDUSFood-Misc/Diversified 24,026No Change00 %$687,144$717,416$30,2734.40 % $0News Article History of Concert Wealth Management Inc Ownership Of Diamond Foods Inc
2009-08-042009-06-30 13F-HRBroadcom CorpBRCMUSElectronic Compo-Semicon 2,820New Holding2,820100 %$80,821$75,802$-5,020-6.21 % $-5,020News Article History of Concert Wealth Management Inc Ownership Of Broadcom Corp
2009-08-042009-06-30 13F-HRBuffalo Wild Wings IncBWLDUSRetail-Restaurants 230New Holding230100 %$9,205$9,780$5756.24 % $575News Article History of Concert Wealth Management Inc Ownership Of Buffalo Wild Wings Inc
2009-08-042009-06-30 13F-HREtrade Financial CorpETFCUSFinance-Invest Bnkr/Brkr 50No Change00 %$73$78$56.89 % $0News Article History of Concert Wealth Management Inc Ownership Of Etrade Financial Corp
2009-08-042009-06-30 13F-HREast West Bancorp IncEWBCUSCommer Banks-Western Us 159New Holding159100 %$1,552$1,375$-176-11.37 % $-176News Article History of Concert Wealth Management Inc Ownership Of East West Bancorp Inc
2009-08-042009-06-30 13F-HREbay IncEBAYUSE-Commerce/Services 4,825New Holding4,825100 %$105,378$112,616$7,2386.86 % $7,238News Article History of Concert Wealth Management Inc Ownership Of Ebay Inc
2009-08-042009-06-30 13F-HRElectronic Arts IncERTSUSEntertainment Software 2,305Added More1,905476.25 %$50,456$43,795$-6,661-13.20 % $-5,505News Article History of Concert Wealth Management Inc Ownership Of Electronic Arts Inc
2009-08-042009-06-30 13F-HRNrg Energy IncNRGUSIndepend Power Producer 650No Change00 %$18,454$15,444$-3,010-16.30 % $0News Article History of Concert Wealth Management Inc Ownership Of Nrg Energy Inc
2009-08-042009-06-30 13F-HRNii Holdings IncNIHDUSCellular Telecom 1,500No Change00 %$37,020$41,730$4,71012.72 % $0News Article History of Concert Wealth Management Inc Ownership Of Nii Holdings Inc
2009-08-042009-06-30 13F-HRNasdaq Omx GrouptheNDAQUSFinance-Other Services 2,573New Holding2,573100 %$55,036$47,498$-7,539-13.69 % $-7,539News Article History of Concert Wealth Management Inc Ownership Of Nasdaq Omx Groupthe
2009-08-042009-06-30 13F-HRJetblue Airways CorpJBLUUSAirlines 15New Holding15100 %$79$79$0-0.19 % $0News Article History of Concert Wealth Management Inc Ownership Of Jetblue Airways Corp
2009-08-042009-06-30 13F-HRKla-Tencor CorpKLACUSSemiconductor Equipment 150New Holding150100 %$4,844$4,929$861.76 % $86News Article History of Concert Wealth Management Inc Ownership Of Kla-Tencor Corp
2009-08-042009-06-30 13F-HRLevel 3 Communications IncLVLTUSTelephone-Integrated 10,000Sold Some-300-2.91 %$12,700$12,500$-200-1.57 % $6News Article History of Concert Wealth Management Inc Ownership Of Level 3 Communications Inc
2009-08-042009-06-30 13F-HRLawson Software IncLWSNUSEnterprise Software/Serv 1,525New Holding1,525100 %$9,211$10,233$1,02211.09 % $1,022News Article History of Concert Wealth Management Inc Ownership Of Lawson Software Inc
2009-08-042009-06-30 13F-HRLihir Gold LtdLIHRUSGold Mining 0Sold All-159-100 %---31.39 % $-1,170News Article History of Concert Wealth Management Inc Ownership Of Lihir Gold Ltd
2009-08-042009-06-30 13F-HRHealthways IncHWAYUSPhys Practice Mgmnt 100New Holding100100 %$1,468$1,600$1328.99 % $132News Article History of Concert Wealth Management Inc Ownership Of Healthways Inc
2009-08-042009-06-30 13F-HRHeidrick And Struggles International IncHSIIUSHuman Resources 900No Change00 %$18,585$24,291$5,70630.70 % $0News Article History of Concert Wealth Management Inc Ownership Of Heidrick And Struggles International Inc
2009-08-042009-06-30 13F-HRHercules Offshore IncHEROUSOil-Field Services 1,000No Change00 %$4,680$5,040$3607.69 % $0News Article History of Concert Wealth Management Inc Ownership Of Hercules Offshore Inc
2009-08-042009-06-30 13F-HRHologic IncHOLXUSX-Ray Equipment 0Sold All-2,500-100 %---1.81 % $-675News Article History of Concert Wealth Management Inc Ownership Of Hologic Inc
2009-08-042009-06-30 13F-HRHurco Cos IncHURCUSIndustrial Automat/Robot 0Sold All-500-100 %----23.51 % $2,320News Article History of Concert Wealth Management Inc Ownership Of Hurco Cos Inc
2009-08-042009-06-30 13F-HRSifco Industries IncSIFUSAerospace/Defense-Equip 4,600Added More1,60053.33 %$49,266$65,504$16,23832.95 % $5,648News Article History of Concert Wealth Management Inc Ownership Of Sifco Industries Inc
2009-08-042009-06-30 13F-HRNvidia CorpNVDAUSElectronic Compo-Semicon 6,685New Holding6,685100 %$89,378$87,975$-1,404-1.57 % $-1,404News Article History of Concert Wealth Management Inc Ownership Of Nvidia Corp
2009-08-042009-06-30 13F-HROracle CorpORCLUSEnterprise Software/Serv 2,565Added More55027.29 %$56,148$54,942$-1,206-2.14 % $-259News Article History of Concert Wealth Management Inc Ownership Of Oracle Corp
2009-08-042009-06-30 13F-HRPaccar IncPCARUSAuto-Med And Heavy Duty Trks 256New Holding256100 %$9,034$9,902$8689.60 % $868News Article History of Concert Wealth Management Inc Ownership Of Paccar Inc
2009-08-042009-06-30 13F-HRPacific Capital Bancorp NaPCBCUSCommer Banks-Western Us 1,490No Change00 %$3,308$1,460$-1,848-55.85 % $0News Article History of Concert Wealth Management Inc Ownership Of Pacific Capital Bancorp Na
2009-08-042009-06-30 13F-HRPatterson-Uti Energy IncPTENUSOil And Gas Drilling 52,740No Change00 %$755,237$832,237$77,00010.19 % $0News Article History of Concert Wealth Management Inc Ownership Of Patterson-Uti Energy Inc
2009-08-042009-06-30 13F-HRMatrixx Initiatives IncMTXXUSDrug Delivery Systems 0Sold All-1,000-100 %----27.62 % $1,580News Article History of Concert Wealth Management Inc Ownership Of Matrixx Initiatives Inc
2009-08-042009-06-30 13F-HRMicrosoft CorpMSFTUSApplications Software 36,639Added More13,93061.34 %$870,909$1,044,944$174,03519.98 % $66,168News Article History of Concert Wealth Management Inc Ownership Of Microsoft Corp
2009-08-042009-06-30 13F-HRSanderson Farms IncSAFMUSPoultry 97New Holding97100 %$3,923$3,661$-262-6.67 % $-262News Article History of Concert Wealth Management Inc Ownership Of Sanderson Farms Inc
2009-08-042009-06-30 13F-HRSandisk CorpSNDKUSComputers-Memory Devices 12,342Added More2,34223.42 %$223,884$256,960$33,07714.77 % $6,277News Article History of Concert Wealth Management Inc Ownership Of Sandisk Corp
2009-08-042009-06-30 13F-HRSanmina-Sci CorpSANMUSElectronic Compo-Misc 200No Change00 %$128$1,640$1,5121181.25 % $0News Article History of Concert Wealth Management Inc Ownership Of Sanmina-Sci Corp
2009-08-042009-06-30 13F-HRCharles Schwab CorptheSCHWUSFinance-Invest Bnkr/Brkr 2,766Added More2,6652638.61 %$49,069$47,382$-1,687-3.43 % $-1,626News Article History of Concert Wealth Management Inc Ownership Of Charles Schwab Corpthe
2009-08-042009-06-30 13F-HRSears Holdings CorpSHLDUSRetail-Major Dept Store 450New Holding450100 %$31,442$30,443$-999-3.17 % $-999News Article History of Concert Wealth Management Inc Ownership Of Sears Holdings Corp
2009-08-042009-06-30 13F-HRShuffle Master IncSHFLUSCasino Services 140New Holding140100 %$976$1,186$21021.52 % $210News Article History of Concert Wealth Management Inc Ownership Of Shuffle Master Inc
2009-08-042009-06-30 13F-HRSilicon Laboratories IncSLABUSElectronic Compo-Semicon 120New Holding120100 %$5,144$5,028$-116-2.26 % $-116News Article History of Concert Wealth Management Inc Ownership Of Silicon Laboratories Inc
2009-08-042009-06-30 13F-HRSeaboard CorpSEBUSFood-Misc/Diversified 40No Change00 %$2,810$14,600$11,790419.49 % $0News Article History of Concert Wealth Management Inc Ownership Of Seaboard Corp
2009-08-042009-06-30 13F-HRTgc Industries IncTGEUSSeismic Data Collection 9,313Added More4434.99 %$42,281$37,252$-5,029-11.89 % $-239News Article History of Concert Wealth Management Inc Ownership Of Tgc Industries Inc
2009-08-042009-06-30 13F-HRStarbucks CorpSBUXUSRetail-Restaurants 7,038Added More5,500357.60 %$131,611$148,643$17,03212.94 % $13,310News Article History of Concert Wealth Management Inc Ownership Of Starbucks Corp
2009-08-042009-06-30 13F-HRPetsmart IncPETMUSRetail-Pet Food And Supplies 130New Holding130100 %$2,912$3,140$2287.81 % $228News Article History of Concert Wealth Management Inc Ownership Of Petsmart Inc
2009-08-042009-06-30 13F-HRT Rowe Price Group IncTROWUSInvest Mgmnt/Advis Serv 324New Holding324100 %$15,390$16,194$8045.22 % $804News Article History of Concert Wealth Management Inc Ownership Of T Rowe Price Group Inc
2009-08-042009-06-30 13F-HRWells Fargo And CoWFCUSUnknown 26,105Added More8,53048.53 %$693,088$707,968$14,8802.14 % $4,862News Article History of Concert Wealth Management Inc Ownership Of Wells Fargo And Co
2009-08-042009-06-30 13F-HRTeva Pharmaceutical Industries LtdTEVAILMedical-Generic Drugs 1,414Added More51457.11 %$75,932$73,570$-2,361-3.10 % $-858News Article History of Concert Wealth Management Inc Ownership Of Teva Pharmaceutical Industries Ltd
2009-08-042009-06-30 13F-HRUsa Mobility IncUSMOUSTelecom Services 1,000No Change00 %$13,590$10,800$-2,790-20.52 % $0News Article History of Concert Wealth Management Inc Ownership Of Usa Mobility Inc
2009-08-042009-06-30 13F-HRRf Micro Devices IncRFMDUSWireless Equipment 200No Change00 %$1,062$804$-258-24.29 % $0News Article History of Concert Wealth Management Inc Ownership Of Rf Micro Devices Inc
2009-08-042009-06-30 13F-HRRambus IncRMBSUSElectronic Compo-Semicon 111No Change00 %$1,874$1,844$-30-1.59 % $0News Article History of Concert Wealth Management Inc Ownership Of Rambus Inc
2009-08-042009-06-30 13F-HRTomkins PlcTKSDEDiversified Manufact Op 454No Change00 %$5,525$5,239$-286-5.17 % $0News Article History of Concert Wealth Management Inc Ownership Of Tomkins Plc
2009-08-042009-06-30 13F-HRDaimler AgDAIDEAuto-Cars/Light Trucks 230No Change00 %$11,233$11,374$1401.24 % $0News Article History of Concert Wealth Management Inc Ownership Of Daimler Ag
2009-08-042009-06-30 13F-HRHugoton Royalty TrustHGTUSOil-Us Royalty Trusts 124,370Added More22,33021.88 %$1,808,340$2,074,492$266,15214.71 % $47,786News Article History of Concert Wealth Management Inc Ownership Of Hugoton Royalty Trust
2009-08-042009-06-30 13F-HRRio Tinto PlcRTPUSMetal-Diversified 30New Holding30100 %$5,220$5,800$58011.11 % $580News Article History of Concert Wealth Management Inc Ownership Of Rio Tinto Plc
2009-08-042009-06-30 13F-HRCvscaremark CorpCVSUSRetail-Drug Store 1,915New Holding1,915100 %$65,072$57,048$-8,024-12.33 % $-8,024News Article History of Concert Wealth Management Inc Ownership Of Cvscaremark Corp
2009-08-042009-06-30 13F-HRDorchester Minerals LpDMLPUSOil Comp-Explor And Prodtn 200No Change00 %$4,666$4,400$-266-5.70 % $0News Article History of Concert Wealth Management Inc Ownership Of Dorchester Minerals Lp
2009-08-042009-06-30 13F-HRX-Rite IncXRITUSInstruments-Controls 4,400No Change00 %$7,744$9,372$1,62821.02 % $0News Article History of Concert Wealth Management Inc Ownership Of X-Rite Inc
2009-08-042009-06-30 13F-HRUrban Outfitters IncURBNUSRetail-Apparel/Shoe 100New Holding100100 %$2,443$3,243$80032.74 % $800News Article History of Concert Wealth Management Inc Ownership Of Urban Outfitters Inc
2009-08-042009-06-30 13F-HRVarian Semiconductor Equipment Associates IncVSEAUSSemiconductor Equipment 77New Holding77100 %$2,418$2,327$-91-3.75 % $-91News Article History of Concert Wealth Management Inc Ownership Of Varian Semiconductor Equipment Associates Inc
2009-08-042009-06-30 13F-HRSyntel IncSYNTUSComputer Services 1,000New Holding1,000100 %$39,270$38,220$-1,050-2.67 % $-1,050News Article History of Concert Wealth Management Inc Ownership Of Syntel Inc
2009-08-042009-06-30 13F-HRSafeway IncSWYUSFood-Retail 904Added More33258.04 %$16,851$20,647$3,79722.53 % $1,394News Article History of Concert Wealth Management Inc Ownership Of Safeway Inc
2009-08-042009-06-30 13F-HR3m CoMMMUSDiversified Manufact Op 1,009No Change00 %$72,678$76,089$3,4104.69 % $0News Article History of Concert Wealth Management Inc Ownership Of 3m Co
2009-08-042009-06-30 13F-HRTjx Cos IncTJXUSRetail-Discount 508Added More337197.07 %$18,166$19,472$1,3067.18 % $866News Article History of Concert Wealth Management Inc Ownership Of Tjx Cos Inc
2009-08-042009-06-30 13F-HRUrs CorpURSUSEngineering/R And D Services 450No Change00 %$22,662$18,059$-4,604-20.31 % $0News Article History of Concert Wealth Management Inc Ownership Of Urs Corp
2009-08-042009-06-30 13F-HRUnisys CorpUISUSComputer Services 205No Change00 %$416$6,353$5,9371426.60 % $0News Article History of Concert Wealth Management Inc Ownership Of Unisys Corp
2009-08-042009-06-30 13F-HRSuburban Propane Partners LpSPHUSRetail-Propane Distrib 500No Change00 %$22,185$21,975$-210-0.94 % $0News Article History of Concert Wealth Management Inc Ownership Of Suburban Propane Partners Lp
2009-08-042009-06-30 13F-HRSwift Energy CoSFYUSOil Comp-Explor And Prodtn 1,000No Change00 %$18,960$23,900$4,94026.05 % $0News Article History of Concert Wealth Management Inc Ownership Of Swift Energy Co
2009-08-042009-06-30 13F-HRSyms CorpSYMUSRetail-Apparel/Shoe 4,100No Change00 %---- % News Article History of Concert Wealth Management Inc Ownership Of Syms Corp
2009-08-042009-06-30 13F-HRSigma-Aldrich CorpSIALUSChemicals-Specialty 1,950Added More55039.28 %$102,395$106,100$3,7053.61 % $1,045News Article History of Concert Wealth Management Inc Ownership Of Sigma-Aldrich Corp
2009-08-042009-06-30 13F-HREagle Bulk Shipping IncEGLEMHTransport-Marine 550No Change00 %$3,333$2,580$-754-22.60 % $0News Article History of Concert Wealth Management Inc Ownership Of Eagle Bulk Shipping Inc
2009-08-042009-06-30 13F-HRVf CorpVFCUSApparel Manufacturers 2,230Added More23011.50 %$147,448$166,068$18,62112.62 % $1,921News Article History of Concert Wealth Management Inc Ownership Of Vf Corp
2009-08-042009-06-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount 5,664Added More2,23164.98 %$282,350$290,280$7,9302.80 % $3,123News Article History of Concert Wealth Management Inc Ownership Of Wal-Mart Stores Inc
2009-08-042009-06-30 13F-HRExxon Mobil CorpXOMUSOil Comp-Integrated 8,728Added More3,74975.29 %$616,197$633,478$17,2812.80 % $7,423News Article History of Concert Wealth Management Inc Ownership Of Exxon Mobil Corp
2009-08-042009-06-30 13F-HRL-3 Communications Holdings IncLLLUSElectronics-Military 1,165New Holding1,165100 %$88,633$89,006$3730.42 % $373News Article History of Concert Wealth Management Inc Ownership Of L-3 Communications Holdings Inc
2009-08-042009-06-30 13F-HRIntegrys Energy Group IncTEGUSElectric-Integrated 495No Change00 %$16,944$17,696$7524.44 % $0News Article History of Concert Wealth Management Inc Ownership Of Integrys Energy Group Inc
2009-08-042009-06-30 13F-HRLincoln National CorpLNCUSLife/Health Insurance 400New Holding400100 %$9,088$9,500$4124.53 % $412News Article History of Concert Wealth Management Inc Ownership Of Lincoln National Corp
2009-08-042009-06-30 13F-HRLive Nation IncLYVUSCommercial Services 25No Change00 %$152$175$2314.96 % $0News Article History of Concert Wealth Management Inc Ownership Of Live Nation Inc
2009-08-042009-06-30 13F-HRPg And E CorpPCGUSElectric-Integrated 12,354Added More3322.76 %$500,955$510,961$10,0071.99 % $269News Article History of Concert Wealth Management Inc Ownership Of Pg And E Corp
2009-08-042009-06-30 13F-HRRaytheon CoRTNUSAerospace/Defense 742Sold Some-9-1.19 %$35,341$35,297$-45-0.12 % $1News Article History of Concert Wealth Management Inc Ownership Of Raytheon Co
2009-08-042009-06-30 13F-HRRed Hat IncRHTUSApplications Software 400No Change00 %$8,912$11,036$2,12423.83 % $0News Article History of Concert Wealth Management Inc Ownership Of Red Hat Inc
2009-08-042009-06-30 13F-HRReliant Energy IncRRIUSIndepend Power Producer 0Sold All-385-100 %----5.55 % $116News Article History of Concert Wealth Management Inc Ownership Of Reliant Energy Inc
2009-08-042009-06-30 13F-HRReynolds American IncRAIUSTobacco 200No Change00 %$8,788$9,720$93210.60 % $0News Article History of Concert Wealth Management Inc Ownership Of Reynolds American Inc
2009-08-042009-06-30 13F-HRDevon Energy CorpDVNUSOil Comp-Explor And Prodtn 12,624Sold Some-360-2.77 %$772,968$858,937$85,96911.12 % $-2,452News Article History of Concert Wealth Management Inc Ownership Of Devon Energy Corp
2009-08-042009-06-30 13F-HRWalt Disney CotheDISUSMultimedia 7,256Added More5,194251.89 %$186,044$207,231$21,18811.38 % $15,166News Article History of Concert Wealth Management Inc Ownership Of Walt Disney Cothe
2009-08-042009-06-30 13F-HRDolby Laboratories IncDLBUSIndustr Audio And Video Prod 380New Holding380100 %$15,922$15,907$-15-0.09 % $-15News Article History of Concert Wealth Management Inc Ownership Of Dolby Laboratories Inc
2009-08-042009-06-30 13F-HRDow Chemical CotheDOWUSChemicals-Diversified 1,009No Change00 %$23,237$25,023$1,7867.68 % $0News Article History of Concert Wealth Management Inc Ownership Of Dow Chemical Cothe
2009-08-042009-06-30 13F-HRFirst American CorpFAFUSUnknown 5,000No Change00 %$151,200$161,300$10,1006.67 % $0News Article History of Concert Wealth Management Inc Ownership Of First American Corp
2009-08-042009-06-30 13F-HRKorea Electric Power CorpKEPKRElectric-Integrated 824No Change00 %$11,017$11,923$9068.22 % $0News Article History of Concert Wealth Management Inc Ownership Of Korea Electric Power Corp
2009-08-042009-06-30 13F-HRCathay General BancorpCATYUSCommer Banks-Western Us 10,800No Change00 %$99,144$84,996$-14,148-14.27 % $0News Article History of Concert Wealth Management Inc Ownership Of Cathay General Bancorp
2009-08-042009-06-30 13F-HRCelgene CorpCELGUSMedical-Biomedical/Gene 1,210New Holding1,210100 %$69,926$64,191$-5,735-8.20 % $-5,735News Article History of Concert Wealth Management Inc Ownership Of Celgene Corp
2009-08-042009-06-30 13F-HRFirst Niagara Financial Group IncFNFGUSS And L/Thrifts-Eastern Us 39No Change00 %$519$491$-28-5.48 % $0News Article History of Concert Wealth Management Inc Ownership Of First Niagara Financial Group Inc
2009-08-042009-06-30 13F-HRGenzyme CorpGENZUSMedical-Biomedical/Gene 860New Holding860100 %$42,828$44,961$2,1334.97 % $2,133News Article History of Concert Wealth Management Inc Ownership Of Genzyme Corp
2009-08-042009-06-30 13F-HRGilead Sciences IncGILDUSTherapeutics 1,372Added More14812.09 %$65,623$63,469$-2,154-3.28 % $-232News Article History of Concert Wealth Management Inc Ownership Of Gilead Sciences Inc
2009-08-042009-06-30 13F-HRMantech International CorpMANTUSEnterprise Software/Serv 100New Holding100100 %$5,355$4,500$-855-15.96 % $-855News Article History of Concert Wealth Management Inc Ownership Of Mantech International Corp
2009-08-042009-06-30 13F-HRNorthern Trust CorpNTRSUSFiduciary Banks 20New Holding20100 %$1,224$995$-229-18.72 % $-229News Article History of Concert Wealth Management Inc Ownership Of Northern Trust Corp
2009-08-042009-06-30 13F-HRNovellus Systems IncNVLSUSSemiconductor Equipment 615New Holding615100 %$11,796$12,528$7326.20 % $732News Article History of Concert Wealth Management Inc Ownership Of Novellus Systems Inc
2009-08-042009-06-30 13F-HRRent-A-Center InctxRCIIUSRental Auto/Equipment 1,800No Change00 %$38,808$34,416$-4,392-11.31 % $0News Article History of Concert Wealth Management Inc Ownership Of Rent-A-Center Inctx
2009-08-042009-06-30 13F-HRAbaxis IncABAXUSMedical Instruments 55,755No Change00 %$1,505,943$1,285,153$-220,790-14.66 % $0News Article History of Concert Wealth Management Inc Ownership Of Abaxis Inc
2009-08-042009-06-30 13F-HRWhiting Petroleum CorpWLLUSOil Comp-Explor And Prodtn 1,000No Change00 %$47,690$61,300$13,61028.53 % $0News Article History of Concert Wealth Management Inc Ownership Of Whiting Petroleum Corp
2009-08-042009-06-30 13F-HRXcel Energy IncXELUSElectric-Integrated 4,749Added More1663.62 %$93,698$90,278$-3,419-3.64 % $-120News Article History of Concert Wealth Management Inc Ownership Of Xcel Energy Inc
2009-08-042009-06-30 13F-HRXerox CorpXRXUSOffice Automation And Equip 160No Change00 %$1,338$1,269$-69-5.14 % $0News Article History of Concert Wealth Management Inc Ownership Of Xerox Corp
2009-08-042009-06-30 13F-HRBroadridge Financial Solutions IncBRUSData Processing/Mgmt 3,802No Change00 %$66,535$85,735$19,20028.85 % $0News Article History of Concert Wealth Management Inc Ownership Of Broadridge Financial Solutions Inc
2009-08-042009-06-30 13F-HRBurlington Northern Santa Fe CorpBNIUSTransport-Rail 2,164No Change00 %$175,760$210,406$34,64619.71 % $0News Article History of Concert Wealth Management Inc Ownership Of Burlington Northern Santa Fe Corp
2009-08-042009-06-30 13F-HRCapital One Financial CorpCOFITSuper-Regional Banks-Us 165New Holding165100 %$5,198$6,216$1,01819.58 % $1,018News Article History of Concert Wealth Management Inc Ownership Of Capital One Financial Corp
2009-08-042009-06-30 13F-HRFederated Investors IncFIIUSInvest Mgmnt/Advis Serv 414New Holding414100 %$10,536$11,021$4844.59 % $484News Article History of Concert Wealth Management Inc Ownership Of Federated Investors Inc
2009-08-042009-06-30 13F-HRFrontline LtdFROBMTransport-Marine 1,000No Change00 %$23,720$23,450$-270-1.13 % $0News Article History of Concert Wealth Management Inc Ownership Of Frontline Ltd
2009-08-042009-06-30 13F-HRCommerce Bancshares Inckansas City MoCBSHUSCommer Banks-Central Us 255New Holding255100 %$9,736$10,032$2963.03 % $296News Article History of Concert Wealth Management Inc Ownership Of Commerce Bancshares Inckansas City Mo
2009-08-042009-06-30 13F-HRHershey CotheHSYUSFood-Confectionery 100No Change00 %$3,953$3,762$-191-4.83 % $0News Article History of Concert Wealth Management Inc Ownership Of Hershey Cothe
2009-08-042009-06-30 13F-HRHess CorpHESUSOil Comp-Integrated 566No Change00 %$31,538$32,251$7132.26 % $0News Article History of Concert Wealth Management Inc Ownership Of Hess Corp
2009-08-042009-06-30 13F-HRHewlett-Packard CoHPQUSComputers 688Added More363111.69 %$29,873$33,822$3,94913.21 % $2,084News Article History of Concert Wealth Management Inc Ownership Of Hewlett-Packard Co
2009-08-042009-06-30 13F-HRHighwoods Properties IncHIWUSReits-Office Property 300No Change00 %$8,364$8,544$1802.15 % $0News Article History of Concert Wealth Management Inc Ownership Of Highwoods Properties Inc
2009-08-042009-06-30 13F-HREntergy CorpETRUSElectric-Integrated 4,827Sold Some-50-1.02 %$377,713$371,727$-5,985-1.58 % $62News Article History of Concert Wealth Management Inc Ownership Of Entergy Corp
2009-08-042009-06-30 13F-HREnergy Partners LtdEPLUSOil Comp-Explor And Prodtn 0Sold All-200-100 %---- % News Article History of Concert Wealth Management Inc Ownership Of Energy Partners Ltd
2009-08-042009-06-30 13F-HREnergy Transfer Partners LpETPUSPipelines 1,200No Change00 %$55,500$52,416$-3,084-5.55 % $0News Article History of Concert Wealth Management Inc Ownership Of Energy Transfer Partners Lp
2009-08-042009-06-30 13F-HRBelo CorpBLCUSMultimedia 20,000New Holding20,000100 %$62,400$92,400$30,00048.07 % $30,000News Article History of Concert Wealth Management Inc Ownership Of Belo Corp
2009-08-042009-06-30 13F-HRBoardwalk Pipeline Partners LpBWPUSPipelines 46,300Added More6,40016.04 %$1,088,050$1,278,806$190,75617.53 % $26,368News Article History of Concert Wealth Management Inc Ownership Of Boardwalk Pipeline Partners Lp
2009-08-042009-06-30 13F-HRFederal National Mortgage AssociationFNMUSFinance-Mtge Loan/Banker 300New Holding300100 %$171$312$14182.45 % $141News Article History of Concert Wealth Management Inc Ownership Of Federal National Mortgage Association
2009-08-042009-06-30 13F-HRFedex CorpFDXUSTransport-Services 0Sold All-1,000-100 %---12.68 % $-8,680News Article History of Concert Wealth Management Inc Ownership Of Fedex Corp
2009-08-042009-06-30 13F-HRFerrellgas Partners-LpFGPUSRetail-Propane Distrib 272No Change00 %$5,179$5,658$4799.24 % $0News Article History of Concert Wealth Management Inc Ownership Of Ferrellgas Partners-Lp
2009-08-042009-06-30 13F-HRFidelity National Information Services IncFISUSData Processing/Mgmt 259No Change00 %$6,307$5,817$-490-7.76 % $0News Article History of Concert Wealth Management Inc Ownership Of Fidelity National Information Services Inc
2009-08-042009-06-30 13F-HRFidelity National Financial IncFNFUSProperty/Casualty Ins 587No Change00 %$8,999$7,913$-1,086-12.06 % $0News Article History of Concert Wealth Management Inc Ownership Of Fidelity National Financial Inc
2009-08-042009-06-30 13F-HRFluor CorpFLRUSEngineering/R And D Services 950New Holding950100 %$51,110$43,130$-7,980-15.61 % $-7,980News Article History of Concert Wealth Management Inc Ownership Of Fluor Corp
2009-08-042009-06-30 13F-HRDuke Energy CorpDUKUSElectric-Integrated 7,711Added More10.01 %$120,137$123,762$3,6243.01 % $0News Article History of Concert Wealth Management Inc Ownership Of Duke Energy Corp
2009-08-042009-06-30 13F-HRDun And Bradstreet CorpDNBUSData Processing/Mgmt 0Sold All-450-100 %---8.80 % $-2,889News Article History of Concert Wealth Management Inc Ownership Of Dun And Bradstreet Corp
2009-08-042009-06-30 13F-HREnsco International IncESVUSOil And Gas Drilling 24,521Sold Some-500-1.99 %$953,622$1,177,744$224,12223.50 % $-4,570News Article History of Concert Wealth Management Inc Ownership Of Ensco International Inc
2009-08-042009-06-30 13F-HREastman Kodak CoEKUSPhoto Equipment And Supplies 120No Change00 %$485$508$234.70 % $0News Article History of Concert Wealth Management Inc Ownership Of Eastman Kodak Co
2009-08-042009-06-30 13F-HREdwards Lifesciences CorpEWUSMedical Instruments 0Sold All-250-100 %---23.16 % $-3,760News Article History of Concert Wealth Management Inc Ownership Of Edwards Lifesciences Corp
2009-08-042009-06-30 13F-HREl Paso CorpEPUSPipelines 2,337Added More1,175101.11 %$24,375$23,136$-1,239-5.08 % $-623News Article History of Concert Wealth Management Inc Ownership Of El Paso Corp
2009-08-042009-06-30 13F-HRGoogle IncGOOGUSWeb Portals/Isp 258New Holding258100 %$117,062$142,184$25,12121.45 % $25,121News Article History of Concert Wealth Management Inc Ownership Of Google Inc
2009-08-042009-06-30 13F-HRCameron International CorpCAMUSOil Field Mach And Equip 368No Change00 %$12,733$14,440$1,70813.41 % $0News Article History of Concert Wealth Management Inc Ownership Of Cameron International Corp
2009-08-042009-06-30 13F-HRChesapeake Energy CorpCHKUSOil Comp-Explor And Prodtn 0Sold All-100-100 %---4.08 % $-95News Article History of Concert Wealth Management Inc Ownership Of Chesapeake Energy Corp
2009-08-042009-06-30 13F-HRChina Telecom Corp LtdCHAUSTelecom Services 200No Change00 %$10,716$9,058$-1,658-15.47 % $0News Article History of Concert Wealth Management Inc Ownership Of China Telecom Corp Ltd
2009-08-042009-06-30 13F-HRCitigroup IncCUSFinance-Invest Bnkr/Brkr 34,690Added More27,923412.63 %$112,743$140,841$28,09924.92 % $22,618News Article History of Concert Wealth Management Inc Ownership Of Citigroup Inc
2009-08-042009-06-30 13F-HRClorox CoCLXUSConsumer Products-Misc 1,100Added More10010.00 %$64,625$65,923$1,2982.00 % $118News Article History of Concert Wealth Management Inc Ownership Of Clorox Co
2009-08-042009-06-30 13F-HRCoeur Dalene Mines CorpCDEUSPrecious Metals 0Sold All-18-100 %---42.30 % $-119News Article History of Concert Wealth Management Inc Ownership Of Coeur Dalene Mines Corp
2009-08-042009-06-30 13F-HRKraft Foods IncKFTUSFood-Misc/Diversified 898Added More42389.05 %$25,449$24,048$-1,401-5.50 % $-660News Article History of Concert Wealth Management Inc Ownership Of Kraft Foods Inc
2009-08-042009-06-30 13F-HRKroger CotheKRUSFood-Retail 652New Holding652100 %$14,038$15,172$1,1348.08 % $1,134News Article History of Concert Wealth Management Inc Ownership Of Kroger Cothe
2009-08-042009-06-30 13F-HRLaboratory Corp Of America HoldingsLHUSMedical Labs And Testing Srv 120New Holding120100 %$8,140$8,610$4705.77 % $470News Article History of Concert Wealth Management Inc Ownership Of Laboratory Corp Of America Holdings
2009-08-042009-06-30 13F-HRLasalle Hotel PropertiesLHOUSReits-Hotels 347New Holding347100 %$5,667$6,544$87815.49 % $878News Article History of Concert Wealth Management Inc Ownership Of Lasalle Hotel Properties
2009-08-042009-06-30 13F-HRLeucadia National CorpLUKUSDiversified Operations 142,960Added More4,9163.56 %$3,621,177$3,260,918$-360,259-9.94 % $-12,388News Article History of Concert Wealth Management Inc Ownership Of Leucadia National Corp
2009-08-042009-06-30 13F-HREli Lilly And CoLLYUSMedical-Drugs 2,740No Change00 %$96,064$94,530$-1,534-1.59 % $0News Article History of Concert Wealth Management Inc Ownership Of Eli Lilly And Co
2009-08-042009-06-30 13F-HRTravelers Cos InctheTRVUSProperty/Casualty Ins 0Sold All-7-100 %---12.19 % $-39News Article History of Concert Wealth Management Inc Ownership Of Travelers Cos Incthe
2009-08-042009-06-30 13F-HRExelon CorpEXCUSElectric-Integrated 1,308Added More32633.19 %$66,603$61,084$-5,520-8.28 % $-1,376News Article History of Concert Wealth Management Inc Ownership Of Exelon Corp
2009-08-042009-06-30 13F-HRLockheed Martin CorpLMTUSAerospace/Defense 833No Change00 %$62,867$61,450$-1,416-2.25 % $0News Article History of Concert Wealth Management Inc Ownership Of Lockheed Martin Corp
2009-08-042009-06-30 13F-HRLowes Cos IncLOWUSRetail-Building Products 1,500New Holding1,500100 %$33,915$31,410$-2,505-7.38 % $-2,505News Article History of Concert Wealth Management Inc Ownership Of Lowes Cos Inc
2009-08-042009-06-30 13F-HRMdu Resources Group IncMDUUSElectric-Integrated 779New Holding779100 %$16,242$16,881$6393.93 % $639News Article History of Concert Wealth Management Inc Ownership Of Mdu Resources Group Inc
2009-08-042009-06-30 13F-HRMgic Investment CorpMTGUSFinancial Guarantee Ins 0Sold All-50-100 %----34.68 % $124News Article History of Concert Wealth Management Inc Ownership Of Mgic Investment Corp
2009-08-042009-06-30 13F-HRManpower IncMANUSHuman Resources 0Sold All-600-100 %----1.87 % $576News Article History of Concert Wealth Management Inc Ownership Of Manpower Inc
2009-08-042009-06-30 13F-HRMarathon Oil CorpMROUSOil Comp-Integrated 3,700Added More3008.82 %$120,139$124,616$4,4773.72 % $363News Article History of Concert Wealth Management Inc Ownership Of Marathon Oil Corp
2009-08-042009-06-30 13F-HRMarriott International IncdeMARUSHotels And Motels 920Added More12015.00 %$21,344$24,040$2,69612.62 % $352News Article History of Concert Wealth Management Inc Ownership Of Marriott International Incde
2009-08-042009-06-30 13F-HRMartin Marietta Materials IncMLMUSBldg Prod-Cement/Aggreg 283No Change00 %$25,278$23,735$-1,542-6.10 % $0News Article History of Concert Wealth Management Inc Ownership Of Martin Marietta Materials Inc
2009-08-042009-06-30 13F-HRHospira IncHSPUSDrug Delivery Systems 60No Change00 %$2,378$2,795$41717.53 % $0News Article History of Concert Wealth Management Inc Ownership Of Hospira Inc
2009-08-042009-06-30 13F-HRInternational Game TechnologyIGTUSCasino Services 10Sold Some-1,000-99.00 %$206$202$-4-2.08 % $430News Article History of Concert Wealth Management Inc Ownership Of International Game Technology
2009-08-042009-06-30 13F-HRInvestment Technology Group IncITGUSFinance-Invest Bnkr/Brkr 136New Holding136100 %$3,146$2,757$-389-12.36 % $-389News Article History of Concert Wealth Management Inc Ownership Of Investment Technology Group Inc
2009-08-042009-06-30 13F-HRJarden CorpJAHUSConsumer Products-Misc 18New Holding18100 %$451$483$326.98 % $32News Article History of Concert Wealth Management Inc Ownership Of Jarden Corp
2009-08-042009-06-30 13F-HRJohnson And JohnsonJNJUSMedical Products 19,689Added More4,97333.79 %$1,202,210$1,187,247$-14,964-1.24 % $-3,779News Article History of Concert Wealth Management Inc Ownership Of Johnson And Johnson
2009-08-042009-06-30 13F-HRJones Lang Lasalle IncJLLUSReal Estate Mgmnt/Servic 15New Holding15100 %$597$754$15726.23 % $157News Article History of Concert Wealth Management Inc Ownership Of Jones Lang Lasalle Inc
2009-08-042009-06-30 13F-HRGamestop CorpGMEUSRetail-Computer Equip 200New Holding200100 %$4,884$4,926$420.85 % $42News Article History of Concert Wealth Management Inc Ownership Of Gamestop Corp
2009-08-042009-06-30 13F-HRGannett Co IncGCIUSPublishing-Newspapers 3,570Added More1,60081.21 %$26,704$37,556$10,85340.64 % $4,864News Article History of Concert Wealth Management Inc Ownership Of Gannett Co Inc
2009-08-042009-06-30 13F-HRGap InctheGPSUSRetail-Apparel/Shoe 990New Holding990100 %$16,493$22,800$6,30638.23 % $6,306News Article History of Concert Wealth Management Inc Ownership Of Gap Incthe
2009-08-042009-06-30 13F-HRGeneral Motors CorpGMUSAuto-Cars/Light Trucks 0Sold All-201-100 %---- % News Article History of Concert Wealth Management Inc Ownership Of General Motors Corp
2009-08-042009-06-30 13F-HRComerica IncCMAUSSuper-Regional Banks-Us 455New Holding455100 %$11,625$12,544$9197.90 % $919News Article History of Concert Wealth Management Inc Ownership Of Comerica Inc
2009-08-042009-06-30 13F-HRConagra Foods IncCAGUSFood-Misc/Diversified 351No Change00 %$6,932$7,511$5798.35 % $0News Article History of Concert Wealth Management Inc Ownership Of Conagra Foods Inc
2009-08-042009-06-30 13F-HRConocophillipsCOPUSOil Comp-Integrated 5,529Added More1,54238.67 %$247,976$288,116$40,14116.18 % $11,195News Article History of Concert Wealth Management Inc Ownership Of Conocophillips
2009-08-042009-06-30 13F-HRNordstrom IncJWNUSRetail-Apparel/Shoe 1,500Added More1,300650.00 %$40,695$50,895$10,20025.06 % $8,840News Article History of Concert Wealth Management Inc Ownership Of Nordstrom Inc
2009-08-042009-06-30 13F-HRJc Penney Co IncJCPUSRetail-Major Dept Store 304New Holding304100 %$9,436$9,278$-158-1.67 % $-158News Article History of Concert Wealth Management Inc Ownership Of Jc Penney Co Inc
2009-08-042009-06-30 13F-HRGenworth Financial IncGNWUSMulti-Line Insurance 1,722No Change00 %$12,278$18,270$5,99348.80 % $0News Article History of Concert Wealth Management Inc Ownership Of Genworth Financial Inc
2009-08-042009-06-30 13F-HRGoldman Sachs Group InctheGSUSFinance-Invest Bnkr/Brkr 58Added More816.00 %$9,580$9,963$3834.00 % $53News Article History of Concert Wealth Management Inc Ownership Of Goldman Sachs Group Incthe
2009-08-042009-06-30 13F-HRHni CorpHNIUSOffice Furnishings-Orig 1,400No Change00 %$31,836$38,570$6,73421.15 % $0News Article History of Concert Wealth Management Inc Ownership Of Hni Corp
2009-08-042009-06-30 13F-HRHanesbrands IncHBIUSRetail-Apparel/Shoe 60No Change00 %$1,214$1,502$28923.77 % $0News Article History of Concert Wealth Management Inc Ownership Of Hanesbrands Inc
2009-08-042009-06-30 13F-HRHartford Financial Services Group IncHIGUSMulti-Line Insurance 3,179Sold Some-1,000-23.92 %$51,754$76,582$24,82847.97 % $-7,810News Article History of Concert Wealth Management Inc Ownership Of Hartford Financial Services Group Inc
2009-08-042009-06-30 13F-HRHawaiian Electric Industries IncHEUSElectric-Integrated 288No Change00 %$5,152$5,437$2855.53 % $0News Article History of Concert Wealth Management Inc Ownership Of Hawaiian Electric Industries Inc
2009-08-042009-06-30 13F-HRPortugal Telecom Sgps SaPTUSTelephone-Integrated 200No Change00 %$2,064$2,420$35617.24 % $0News Article History of Concert Wealth Management Inc Ownership Of Portugal Telecom Sgps Sa
2009-08-042009-06-30 13F-HRPrincipal Financial Group IncPFGUSLife/Health Insurance 177No Change00 %$4,483$4,551$671.50 % $0News Article History of Concert Wealth Management Inc Ownership Of Principal Financial Group Inc
2009-08-042009-06-30 13F-HRToll Brothers IncTOLUSBldg-Residential/Commer 510New Holding510100 %$10,475$9,251$-1,224-11.68 % $-1,224News Article History of Concert Wealth Management Inc Ownership Of Toll Brothers Inc
2009-08-042009-06-30 13F-HRWestamerica BancorporationWABCUSCommer Banks-Western Us 71,451No Change00 %$3,831,917$3,438,222$-393,695-10.27 % $0News Article History of Concert Wealth Management Inc Ownership Of Westamerica Bancorporation
2009-08-042009-06-30 13F-HRGold Fields LtdGFIUSGold Mining 694No Change00 %$8,737$9,716$97911.19 % $0News Article