Windhaven Investment Management, Inc. 

MA

  SEC # 1507640

        

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16  Owner Relationships  (where the Issuers of the  Windhaven Investment Management, Inc.-owned  securities are...)

First		Latest Filing		Filing		Issuer / Subject
11/13/12		12/10/12		SC 13G		IL	Claymore Exchange-Traded Fund Trust
3/12/12		12/10/12		SC 13G		IL	Invesco Capital Management LLC
		11/13/12		SC 13G		IL	Invesco Exchange-Traded Fund Trust II
2/14/11		11/13/12		SC 13G		CA	iShares, Inc.
2/14/12		11/13/12		SC 13G		CA	iSHARES TRUST
12/10/10		11/13/12		SC 13G		CA	PIMCO ETF Trust
2/14/11		11/13/12		SC 13G		MA	SPDR Series Trust
12/10/10		11/13/12		SC 13G		NY	WisdomTree Trust
		3/12/12		SC 13G		IL	Guggenheim Funds Distributors, LLC
11/10/11		3/12/12		SC 13G		IL	Invesco CurrencyShares Japanese Yen Trust
		2/14/12		SC 13G		IL	Invesco DB Commodity Index Tracking Fund
		2/14/12		SC 13G		PA	Vanguard Bond Index Funds
		2/14/12		SC 13G		PA	Vanguard Index Funds
2/14/11		2/14/12		SC 13G		PA	Vanguard Specialized Funds
12/10/10		7/11/11		SC 13G		IL	First Trust Advisors LP
12/10/10		6/10/11		SC 13G		MA	SPDR Index Shares Funds [ formerly SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) ]

        

and there are...  Recent Holdings Reports for this Money Manager

History:  Assets Under Management

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager
5/11/18			3/31/18				28		$7,792		MA	Windhaven Investment Management, Inc.
2/12/18			12/31/17				26		$7,903		MA	Windhaven Investment Management, Inc.
11/9/17			9/30/17				25		$7,874		MA	Windhaven Investment Management, Inc.
8/11/17			6/30/17				25		$7,804		MA	Windhaven Investment Management, Inc.
5/10/17			3/31/17				23		$8,277		MA	Windhaven Investment Management, Inc.
2/10/17			12/31/16				29		$8,766		MA	Windhaven Investment Management, Inc.
11/10/16			9/30/16				28		$10,032		MA	Windhaven Investment Management, Inc.
8/10/16			6/30/16				27		$10,453		MA	Windhaven Investment Management, Inc.

        

No  Issuer Relationships  (where the Owners of the  Windhaven Investment Management, Inc.  securities are...)

        

No  Insider & Control Relationships  (Directors & Officers, Owners, Parent / Subs., et al.)

        

No  Joint-Filer Relationships  (Co-Filer Registrants:  Partners, Affiliates, et al.)

        

No  Group-Member Relationships  (Co-Filer Non-Registrants:  Partners, Affiliates, et al.)

        

Filing Agent Relationships  (SEC Filing Agents, Attorneys, Printers, et al. — Affiliates:  Directors & Officers, et al.)

3  Filing Agents and/or Registrants have submitted Filings for  Windhaven Investment Management, Inc.:

Latest Filing				Filing Agentª, Registrant or SEC — SEC #			Filings
		Type
5/11/18		13F-HR		NY	Donnelley Financial Solutions/FA — 950123		25
5/15/13		13F-HR		NY	Donnelley Financial Solutions/FA — 1193125		10
12/10/12		SC 13G/A		DC	Adviser Compliance Associates LLC — 1172661		88
Total:							123
__________  ª  Proprietary to SEC Info℠:  The SEC does not publish the names of SEC Filing Agents.