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Atlas Brown,Inc. Historic Quarter Change: USA Funds, Sold Out

Atlas Brown,Inc. historic quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Atlas Brown,Inc. opened 0 positions, added to 0, reduced 0 and sold out of 17.

  • Q3 2013: Stock JP Morgan Mid Cap Value Fund A Share Class Fund; Country of operation —; Class MUT; Shares before 323,581.
  • Q3 2013: Stock Goldman Sachs Tr Growth Opport; Country of operation —; Class MUT; Shares before 210,640.
  • Q3 2013: Stock Manning & Napier Fund Inc Worl; Country of operation —; Class MUT; Shares before 454,478.
  • Q3 2013: Stock Forum Funds Absolute Strat Ins; Country of operation —; Class MUT; Shares before 320,963.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1388168), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-08); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-19); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-28); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-28); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-05); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-11); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-20); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-30); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-19); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-07); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-24); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-31). 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 2006-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2013JP Morgan Mid Cap Value Fund A Share Class Fund
CUSIP 339128308
MUT323,5810-323,581$10,251,000$0-$10,251,0002013-10-31
Q3 2013Goldman Sachs Tr Growth Opport
CUSIP 38142Y104
MUT210,6400-210,640$5,342,000$0-$5,342,0002013-10-31
Q3 2013Manning & Napier Fund Inc Worl
CUSIP 563821545
MUT454,4780-454,478$3,654,000$0-$3,654,0002013-10-31
Q3 2013Forum Funds Absolute Strat Ins
CUSIP 34984T600
MUT320,9630-320,963$3,627,000$0-$3,627,0002013-10-31
Q3 2013EuroPacific Growth Fund Cl F-2
CUSIP 29875E100
United StatesMUT83,5350-83,535$3,510,000$0-$3,510,0002013-10-31
Q3 2013American Mutual Fund Inc Cl F-
CUSIP 027681824
MUT96,6150-96,615$3,049,000$0-$3,049,0002013-10-31
Q3 2013AMCAP Fund Inc Cl F-2
CUSIP 023375827
MUT117,2100-117,210$2,836,000$0-$2,836,0002013-10-31
Q3 2013Columbia Fds Srs Tr 1 Small Cap Value Fund 1 Class Z Fd
CUSIP 19765N567
MUT44,3920-44,392$2,225,000$0-$2,225,0002013-10-31
Q3 2013Tortoise MLP & Pipeline Fund Institutional Class Fund
CUSIP 56166Y404
United StatesMUT145,6190-145,619$2,063,000$0-$2,063,0002013-10-31
Q3 2013Goldman Sachs Tr Small Cap Val
CUSIP 38142V209
MUT30,4290-30,429$1,570,000$0-$1,570,0002013-10-31
Q3 2013Janus Triton Fund I
CUSIP 47103C357
MUT39,6850-39,685$807,000$0-$807,0002013-10-31
Q3 2013Harbor Fund Intl Fund Inst
CUSIP 411511306
United StatesMUT11,3150-11,315$705,000$0-$705,0002013-10-31
Q3 2013American Century Cap Portfolio
CUSIP 025076852
United StatesMUT49,1710-49,171$474,000$0-$474,0002013-10-31
Q3 2013Franklin Custodian Funds Inc G
CUSIP 353496508
MUT7,5100-7,510$417,000$0-$417,0002013-10-31
Q3 2013MFS Ser Tr X Growth Alloc Cl A
CUSIP 55273G736
MUT24,7950-24,795$400,000$0-$400,0002013-10-31
Q3 2013Fidelity Inv Tr Global Commodi
CUSIP 31618H606
United StatesMUT31,2900-31,290$385,000$0-$385,0002013-10-31
Q3 2013Harbor Fund Cap Apprec Inst
CUSIP 411511504
MUT4,3860-4,386$204,000$0-$204,0002013-10-31

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