Bruderman Asset Management, LLC quarter change: USA Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Bruderman Asset Management, LLC opened 1 positions, added to 1, reduced 0, sold out of 0 and left 4 unchanged. The largest increase in value was HOSPITALITY PPTYS TR (+$36,000); the largest decrease was BLACKROCK INCOME TR INC ($0).
- PIMCO INCOME OPPORTUNITY FD: Country of operation —; Class COM; Shares 2016-06-30 16,321; Shares 2016-09-30 16,505.
Two Form 13F-HR filings compared (SEC CIK 1633673): 2016-06-30 (filed 2016-08-09) and 2016-09-30 (filed 2016-11-08). 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; share change is the position change.
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