Advertisement
Screener

Aull & Monroe Investment Management Corp Historic Quarter Change: USA SPAC Units, Reduced

Aull & Monroe Investment Management Corp historic quarter change: USA SPAC Units, Reduced

In units (a share and a warrant or right, mostly SPACs) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Aull & Monroe Investment Management Corp opened 3 positions, added to 7, reduced 20 and sold out of 3.

  • Q2 2016: Stock SUNOCO LOGISTICS PRTNRS L P; Country of operation —; Class COM UNITS; Shares before 79,870.
  • Q1 2016: Stock ENERGY TRANSFER PRTNRS L P; Country of operation —; Class UNIT LTD PARTN; Shares before 33,060.
  • Q4 2015: Stock SUNOCO LOGISTICS PRTNRS L P; Country of operation —; Class COM UNITS; Shares before 80,270.
  • Q4 2015: Stock CEDAR FAIR L P; Country of operation United States; Class DEPOSITRY UNIT; Shares before 68,682.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1387615), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-19); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-20); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-23); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-11); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-24); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-03); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-07); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-30); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-17); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-21). 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
Q2 2016SUNOCO LOGISTICS PRTNRS L P
CUSIP 86764L108
COM UNITS79,87079,570-300$2,002,000$2,288,000+$286,0002016-08-09
Q1 2016ENERGY TRANSFER PRTNRS L P
CUSIP 29273R109
UNIT LTD PARTN33,06031,560-1,500$1,115,000$1,021,000-$94,0002016-04-20
Q4 2015SUNOCO LOGISTICS PRTNRS L P
CUSIP 86764L108
COM UNITS80,27079,870-400$2,300,000$2,053,000-$247,0002016-02-03
Q4 2015CEDAR FAIR L P
CUSIP 150185106
United StatesDEPOSITRY UNIT68,68268,382-300$3,613,000$3,818,000+$205,0002016-02-03
Q3 2015SUNOCO LOGISTICS PRTNRS L P
CUSIP 86764L108
COM UNITS81,80080,270-1,530$3,074,000$2,300,000-$774,0002015-10-23
Q3 2015CEDAR FAIR L P
CUSIP 150185106
United StatesDEPOSITRY UNIT69,13268,682-450$3,723,000$3,613,000-$110,0002015-10-23
Q2 2015SUNOCO LOGISTICS PRTNRS L P
CUSIP 86764L108
COM UNITS81,97281,800-172$3,389,000$3,074,000-$315,0002015-08-11
Q2 2015BUCKEYE PARTNERS L P
CUSIP 118230101
UNIT LTD PARTN3,4003,200-200$257,000$240,000-$17,0002015-08-11
Q1 2015ENERGY TRANSFER PRTNRS L P
CUSIP 29273R109
UNIT LTD PARTN27,87325,323-2,550$1,812,000$1,412,000-$400,0002015-04-24
Q1 2015SUNOCO LOGISTICS PRTNRS L P
CUSIP 86764L108
COM UNITS82,17281,972-200$3,433,000$3,389,000-$44,0002015-04-24
Q4 2014SUNOCO LOGISTICS PRTNRS L P
CUSIP 86764L108
COM UNITS86,00082,172-3,828$4,151,000$3,433,000-$718,0002015-02-03
Q4 2014CEDAR FAIR L P
CUSIP 150185106
United StatesDEPOSITRY UNIT72,03269,132-2,900$3,405,000$3,307,000-$98,0002015-02-03
Q4 2014ENERGY TRANSFER PRTNRS L P
CUSIP 29273R109
UNIT LTD PARTN29,27327,873-1,400$1,873,000$1,812,000-$61,0002015-02-03
Q3 2014SUNOCO LOGISTICS PRTNRS L P
CUSIP 86764L108
COM UNITS86,50086,000-500$4,075,000$4,151,000+$76,0002014-11-12
Q1 2014SUNOCO LOGISTICS PRTNRS L P
CUSIP 86764L108
COM UNITS43,50043,300-200$3,283,000$3,935,000+$652,0002014-04-30
Q1 2014ENERGY TRANSFER PRTNRS L P
CUSIP 29273R109
UNIT LTD PARTN27,23827,173-65$1,559,000$1,462,000-$97,0002014-04-30
Q1 2014CEDAR FAIR L P
CUSIP 150185106
United StatesDEPOSITRY UNIT72,03271,332-700$3,571,000$3,633,000+$62,0002014-04-30
Q1 2014BUCKEYE PARTNERS L P
CUSIP 118230101
UNIT LTD PARTN3,7003,400-300$263,000$255,000-$8,0002014-04-30
Q4 2013SUNOCO LOGISTICS PRTNRS L P
CUSIP 86764L108
COM UNITS44,20043,500-700$2,937,090,000$3,283,000-$2,933,807,0002014-01-17
Q3 2013SUNOCO LOGISTICS PRTNRS L P
CUSIP 86764L108
COM UNITS45,60044,200-1,400$2,916,000$2,937,090,000+$2,934,174,0002013-10-21

Similar Firms

Firm NameCountry13F ValueHoldings
Econ Financial Services CorpUnited States$0.215B74
NEXTBio Capital Management LPUnited States$0.215B24
OPTIMA CAPITAL LLCUnited States$0.215B269
VIRTUS ADVISERS, LLCUnited States$0.215B658
Paul R. Ried Financial Group, LLCUnited States$0.215B41
Core Wealth Partners LLCUnited States$0.215B180
Hardin Capital Partners, LLCUnited States$0.216B140
Long Island Wealth Management, Inc.United States$0.216B89
1248 Management, LLCUnited States$0.216B147
Murphy, Middleton, Hinkle & Parker, Inc.United States$0.216B133