Advertisement
Screener

3D ASSET MANAGEMENT, INC Historic Quarter Change: USA Stocks, Added

3D ASSET MANAGEMENT, INC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, 3D ASSET MANAGEMENT, INC opened 2 positions, added to 7, reduced 9 and sold out of 2.

  • Q4 2015: Stock WT; Country of operation United States; Class COM; Shares before 15,259.
  • Q3 2015: Stock DJP; Country of operation United Kingdom; Class DJUBS CMDT ETN36; Shares before 28,281.
  • Q3 2015: Stock WT; Country of operation United States; Class COM; Shares before 15,194.
  • Q2 2015: Stock DJP; Country of operation United Kingdom; Class DJUBS CMDT ETN36; Shares before 27,559.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1359371), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-24); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-10); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-08); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-23); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-18); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-28); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-10); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-27); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-31); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-24); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-31); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2010-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2015WT
WISDOMTREE INVTS INC
United StatesCOM15,25915,316+57$246,000$240,000-$6,0002016-02-08
Q3 2015DJP
BARCLAYS BK PLC
United KingdomDJUBS CMDT ETN3628,28129,254+973$822,000$715,000-$107,0002015-10-23
Q3 2015WT
WISDOMTREE INVTS INC
United StatesCOM15,19415,259+65$334,000$246,000-$88,0002015-10-23
Q2 2015DJP
BARCLAYS BK PLC
United KingdomDJUBS CMDT ETN3627,55928,281+722$764,000$822,000+$58,0002015-08-18
Q1 2015DJP
BARCLAYS BK PLC
United KingdomDJUBS CMDT ETN3624,44127,559+3,118$731,000$764,000+$33,0002015-04-28
Q4 2014WT
WISDOMTREE INVTS INC
United StatesCOM15,00015,078+78$171,000$236,000+$65,0002015-02-10
Q4 2013DJP
BARCLAYS BK PLC
United KingdomDJUBS CMDT ETN3692,53297,017+4,485$3,448,000$3,565,000+$117,0002014-01-31

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet