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Bruderman Asset Management, LLC Historic Quarter Change: USA Stocks, Added, 2016 Q3, Page 2

Bruderman Asset Management, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 6 quarters from 2015-03-31 to 2016-09-30, Bruderman Asset Management, LLC opened 112 positions, added to 490, reduced 313 and sold out of 117.

  • Q3 2016: Stock MPC; Country of operation United States; Class COM; Shares before 206.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1633673), 6 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-08); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-09); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-08); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-19); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13). 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 2015-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2016MPC
MARATHON PETE CORP
United StatesCOM206208+2$8,000$8,000$02016-11-08

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