INTEGRATED WEALTH COUNSEL, LLC
Q4 2016 13F Holdings
- Locationcarmel, CA
- Num holdings
222
- Value ($000)
$46,522
- Date Filed 02/06/2017
- Form type13F-HR
- CIK 0001110443
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2016 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
T TEMPLETON EMERG MKTS INCO | COM | 880192109 | $5.43M | 12 % | 497,867 | ||
S TEMPLETON GLOBAL INCOME F | COM | 880198106 | $5.06M | 11 % | 781,554 | ||
R SPDR INDEX SHS FDS | DJ INTL RL ETF | 78463X863 | $4.29M | 9 % | 119,008 | ||
M UBS AG JERSEY BRH | ALERIAN INFRST | 902641646 | $4.17M | 9 % | 146,719 | ||
I ISHARES TR | INTL DEV RE ETF | 464288489 | $3.95M | 9 % | 150,166 | ||
G SPDR GOLD TRUST | GOLD SHS | 78463V107 | $2.23M | 5 % | 20,305 | ||
A ARES CAP CORP | COM | 04010L103 | $1.80M | 4 % | 109,046 | ||
C CHEVRON CORP NEW | COM | 166764100 | $1.58M | 3 % | 13,389 | ||
APOLLO INVT CORP | COM | 03761U106 | $1.22M | 3 % | 208,608 | ||
A APPLE INC | COM | 037833100 | $1.02M | 2 % | 8,811 |
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