Windhaven Investment Management Inc

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Assets, Funds, Holdings

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Windhaven Investment Management Inc
CRD #155138
SEC #801-71836
CIK #0001507640
AUM
Employees 51 (43% Investors, 0% Brokers)
Phone617-960-5300
AddressOne International Place
Boston, MA 02110
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
2016128402008201320182024
Sector Form 13F Holdings Value ($B)
iShares Comex Gold Trust 0.2
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($B)
2016128402013201520172019
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 25,350 8.1
By Discretionary
Discretionary 25,350 8.1
Non-Discretionary 0 0.0
Total 25,350 8.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 8.1
Total 25,350 8.1
EDGAR Form CIK 2011 - 2025
13F-HR [0001507640]
SC 13G [0001507640]
Form 13D/13G Filer Form 13D/13G Subject Filed
Windhaven Investment Management Inc iShares Trust [2012-11-13]
Windhaven Investment Management Inc Powershares Exchange-Traded Fund Trust II [2012-11-13]
Windhaven Investment Management Inc iShares Trust [2012-07-10]
Windhaven Investment Management Inc WisdomTree Trust [2012-07-10]
Windhaven Investment Management Inc Guggenheim Funds Distributors Inc [2012-03-12]
Windhaven Investment Management Inc Invesco Powershares Capital Management LLC [2012-03-12]
Windhaven Investment Management Inc Invesco Powershares Capital Management LLC [2012-03-12]
Windhaven Investment Management Inc Vanguard Bond Index Funds [2012-02-14]
Windhaven Investment Management Inc Powershares DB Commodity Index Tracking Fund [2012-02-14]
Windhaven Investment Management Inc iShares Trust [2012-02-14]
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