Commonwealth Equity Services LLC

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Commonwealth Equity Services LLC
CRD #8032
SEC #801-41541
CIK #0001333978, 0000312272
AUM $111.4 BB (98% Disc, 100% US, 2020-09-29)
Employees 3,400 (74% Investors, 76% Brokers)
Phone781-736-0700
Address29 Sawyer Road
Waltham, MA 02453-3483
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
1209672482401999200620132021
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 674.8 1.4
AMZN 733.6 0.6
MSFT 747.7 0.6
BRKA 0.3
JNJ 346.1 0.2
VZ 232.3 0.2
PG 229.0 0.2
T 207.7 0.2
HD 194.1 0.2
 
 
Holdings by Sector ($BB)
30241812602012201520182021
EDGAR Form CIK 2011 - 2021
13F-HR [0000312272]
SC 13G [0000312272]
13F-HR [0001333978]
SC 13G [0001333978]
Form 13D/13G Filer Form 13D/13G Subject Filed
Commonwealth Equity Services LLC FS Investment Corp [2018-02-09]
Commonwealth Equity Services Inc FS Investment Corp [2017-05-26]
Commonwealth Equity Services Inc Eunits TM 2 YEAR US Market Participation Trust 2 Upside to Cap / Buffered Downside [2012-08-10]
Commonwealth Equity Services Inc Eunits TM 2 YEAR International Equity Market Participation Trust Enhanced Upside to Cap / Buffered Downside [2012-08-10]
Commonwealth Equity Services Inc American Select Portfolio Inc [2012-06-07]
Comparable Firms State AUM ($BB)
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IL 145.5
RBC Capital Markets LLC
NY 141.7
Invesco Asset Management Ltd
130.4
Voya Investment Management Co LLC
NY 125.5
Raymond James Financial Services Advisors Inc
FL 117.6
SageView Advisory Group LLC
CA 112.9
Voya Investment Management LLC
GA 64.5
Record Currency Management Limited
58.1
Rathbone Investment Management Limited
56.6
Cambridge Investment Research Advisors Inc
IA 56.2
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