Bruderman Asset Management, LLC Historic Quarter Change: USA SPAC Units, Added

Bruderman Asset Management, LLC historic quarter change: USA SPAC Units, Added

In units (a share and a warrant or right, mostly SPACs) (listed in the US), over 6 quarters from 2015-03-31 to 2016-09-30, Bruderman Asset Management, LLC opened 5 positions, added to 10, reduced 4 and sold out of 7.

Q3 2016: Stock BLACKSTONE GROUP L P; Country of operation United States; Class COM UNIT LTD; Shares before 8,771.
Q3 2016: Stock ENBRIDGE ENERGY MANAGEMENT L; Country of operation —; Class SHS UNITS LLI; Shares before 2,029.
Q2 2016: Stock BLACKSTONE GROUP L P; Country of operation United States; Class COM UNIT LTD; Shares before 8,615.
Q2 2016: Stock ENBRIDGE ENERGY MANAGEMENT L; Country of operation —; Class SHS UNITS LLI; Shares before 1,975.

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.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q3 2016	BLACKSTONE GROUP L P CUSIP 09253U108	United States	COM UNIT LTD	8,771	8,773	+2	$215,000	$224,000	+$9,000	2016-11-08
Q3 2016	ENBRIDGE ENERGY MANAGEMENT L CUSIP 29250X103		SHS UNITS LLI	2,029	2,080	+51	$47,000	$53,000	+$6,000	2016-11-08
Q2 2016	BLACKSTONE GROUP L P CUSIP 09253U108	United States	COM UNIT LTD	8,615	8,771	+156	$242,000	$215,000	-$27,000	2016-08-09
Q2 2016	ENBRIDGE ENERGY MANAGEMENT L CUSIP 29250X103		SHS UNITS LLI	1,975	2,029	+54	$35,000	$47,000	+$12,000	2016-08-09
Q1 2016	ENBRIDGE ENERGY MANAGEMENT L CUSIP 29250X103		SHS UNITS LLI	1,907	1,975	+68	$43,000	$35,000	-$8,000	2016-05-09
Q1 2016	ENERGY TRANSFER PRTNRS L P CUSIP 29273R109		UNIT LTD PARTN	934	1,069	+135	$32,000	$35,000	+$3,000	2016-05-09
Q4 2015	ENBRIDGE ENERGY MANAGEMENT L CUSIP 29250X103		SHS UNITS LLI	1,867	1,907	+40	$44,000	$43,000	-$1,000	2016-02-08
Q3 2015	ENBRIDGE ENERGY MANAGEMENT L CUSIP 29250X103		SHS UNITS LLI	1,833	1,867	+34	$60,000	$44,000	-$16,000	2015-11-19
Q2 2015	ENERGY TRANSFER PRTNRS L P CUSIP 29273R109		UNIT LTD PARTN	800	1,734	+934	$45,000	$91,000	+$46,000	2015-08-13
Q2 2015	ONEOK PARTNERS LP CUSIP 68268N103		UNIT LTD PARTN	1,020	1,320	+300	$42,000	$45,000	+$3,000	2015-08-13

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