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Commonwealth Equity Services, Inc
|Commonwealth Equity Services, Inc|
|Last update 2018-02-19||2197 Stocks (133 new)|
|Value $15.47 Bil||Turnover 3 %|
Top Holdings:Guru Portfolio Report Download
Commonwealth Equity Services, Inc Profile
Commonwealth Equity Services, which operates as Commonwealth Financial Network, is an broker/dealer firm based out of Waltham, Massachusetts. The company was founded in 1979 by Joseph Deitch, who intended the company as a spinoff of his retail financial planning company the Cambridge Group. The company would officially adopt the Commonwealth name in 1981 and introduce its first mutual fund wrap program in 1984. Although Commonwealth Equity Services would suffer a setback in 1987 with the stock market crash, it would recover and continue to grow, introducing its practice management assistance program in 1989. The company would make an acquisition in 1992, merging with Kavanaugh Securities to facilitate Commonwealth Equity Services’s growth in becoming a national broker/dealer. The company would then be named as the Broker/Dealer of the Year for over half a decade, becoming the second largest private independent broker/dealer in the United States. Commonwealth Equity Services would welcome the new millennia with a new location in San Diego and reach the achievement for being named the Broker/Dealer of the Year 10 times. Wayne Bloom would succeed the founder Joseph Deitch as CEO, although Joseph would retain a role in the company acting as Chairman. The company currently has over $100 billion in total assets under management spread across over 200,000 accounts with all but 3,000 of its accounts being discretionary. Both of its total assets under management and accounts held have been increasing in recent years, with its total assets under management increasing fivefold from its $20 billion amount five years prior to its amount today. Commonwealth Equity Services currently has over 3,100 employees with approximately 1,600 producing advisors. The company is owned by its 11 managing partners and currently caters to a diverse client base, including individuals, which makes up over two thirds of its entire clientele, high net worth individuals, banking institutions, charities, pooled investment vehicles, corporations, and others.
Commonwealth Equity Services, Inc has disclosed 2197 total holdings in their latest 13F filing with the SEC for the portfolio date of 2017-09-30. The current portfolio value is calculated to be $15.47 Bil. The turnover rate is 3%.
In Commonwealth Equity Services, Inc's current portfolio as of 2017-09-30, the top 0 holdings are not including call and put options. Commonwealth Equity Services, Inc did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Commonwealth Equity Services, Inc, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Commonwealth Equity Services, Inc, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Commonwealth Equity Services, Inc.
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