Banyan Partners, LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 5 quarters from 2013-06-30 to 2014-09-30, Banyan Partners, LLC opened 35 positions, added to 2, reduced 17 and sold out of 34.
- Q4 2013: Stock VGK; Country of operation —; Class COM; Shares before 5,735.
- Q4 2013: Stock DLN; Country of operation —; Class COM; Shares before 4,159.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1483499), 5 quarters: Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-08); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-13); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-12); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-04). 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 2009-12-31.
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