APPROPRIATE BALANCE FINANCIAL SERVICES INC. current holdings: USA Stocks
APPROPRIATE BALANCE FINANCIAL SERVICES INC. reported $0.01 billion in share positions in stocks (listed in the US), 11 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are GOOGL, META, ISRG.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 1,518; Value $1,220,000.
- META: Country of operation United States; Class CL A; Shares 9,100; Value $1,167,000.
- ISRG: Country of operation United States; Class COM NEW; Shares 877; Value $635,000.
- MSFT: Country of operation United States; Class COM; Shares 10,794; Value $621,000.
Form 13F-HR as filed (SEC CIK 752832): quarter ended 2016-09-30, filed 2016-10-18. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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