ACG Wealth Historic Quarter Change: USA Stocks, Added, 2013 Q3

ACG Wealth 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, ACG Wealth opened 157 positions, added to 558, reduced 474 and sold out of 106.

Q3 2013: Stock AAPL; Country of operation United States; Class COM; Shares before 22,268.
Q3 2013: Stock META; Country of operation United States; Class CL A; Shares before 50,447.
Q3 2013: Stock CSCO; Country of operation United States; Class COM; Shares before 23,082.
Q3 2013: Stock MCK; Country of operation United States; Class COM; Shares before 13,075.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1569071), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-09); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-10); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-12); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-12); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-25); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-12); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-13). 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 2012-12-31.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q3 2013	AAPL APPLE INC	United States	COM	22,268	25,195	+2,927	$8,830,000	$12,014,000	+$3,184,000	2013-11-13
Q3 2013	META FACEBOOK INC	United States	CL A	50,447	57,713	+7,266	$1,255,000	$2,899,000	+$1,644,000	2013-11-13
Q3 2013	CSCO CISCO SYSTEMS INC	United States	COM	23,082	78,416	+55,334	$562,000	$1,837,000	+$1,275,000	2013-11-13
Q3 2013	MCK MCKESSON CORP	United States	COM	13,075	16,200	+3,125	$1,497,000	$2,078,000	+$581,000	2013-11-13
Q3 2013	VZ VERIZON COMMUNICATIONS	United States	COM	42,739	43,698	+959	$2,151,000	$2,040,000	-$111,000	2013-11-13
Q3 2013	JNJ JOHNSON AND JOHNSON	United States	COM	13,540	14,197	+657	$1,162,000	$1,231,000	+$69,000	2013-11-13
Q3 2013	BMY BRISTOL MYERS SQUIBB	United States	COM	19,800	20,100	+300	$885,000	$930,000	+$45,000	2013-11-13
Q3 2013	MO ALTRIA GROUP INC	United States	COM	14,313	15,621	+1,308	$501,000	$537,000	+$36,000	2013-11-13
Q3 2013	T AT&T INC	United States	COM	31,370	32,432	+1,062	$1,110,000	$1,097,000	-$13,000	2013-11-13
Q3 2013	INTC INTEL CORP	United States	COM	18,474	19,400	+926	$448,000	$445,000	-$3,000	2013-11-13

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