ACG Wealth quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, ACG Wealth opened 10 positions, added to 48, reduced 55, sold out of 7 and left 9 unchanged. The largest increase in value was UPS (+$4,628,000); the largest decrease was MCD (-$3,783,000).
- OPP: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 169,550.
- NVDA: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 31,412.
- EOG: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 17,085.
- LOW: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 3,790.
Two Form 13F-HR filings compared (SEC CIK 1569071): 2016-06-30 (filed 2016-08-09) and 2016-09-30 (filed 2016-11-09). 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; share change is the position change.
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