ACG Wealth historic quarter change: USA Everything Else, Sold out
In partnership units, exchange-traded notes and anything else (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, ACG Wealth opened 21 positions, added to 1, reduced 4 and sold out of 10.
- Q2 2016: Stock ARES CAP CORP; Country of operation —; Class NOTE 5.125% 6/0; Shares before 10,000.
- Q3 2015: Stock CREDIT SUISSE NASSAU BRH; Country of operation —; Class VS 3XLGCRUDE ETN; Shares before 12,062.
- Q4 2014: Stock KINDER MORGAN ENERGY PARTNER; Country of operation —; Class UT LTD PARTNER; Shares before 2,620.
- Q4 2014: Stock NEW MTN FIN CORP; Country of operation —; Class CALL; Shares before 11,000.
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.
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