Coe Capital Management, LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Coe Capital Management, LLC opened 2 positions, added to 14, reduced 7, sold out of 2 and left 11 unchanged. The largest increase in value was KRE (+$873,800,000); the largest decrease was VANECK VECTORS OIL SERVICES (-$731,250,000).
- KRE: Country of operation —; Class S&P REGL BKG; Shares 2016-06-30 0; Shares 2016-09-30 20,000.
- EWZ: Country of operation —; Class MSCI BRZ CAP ETF; Shares 2016-06-30 0; Shares 2016-09-30 20,000.
Two Form 13F-HR filings compared (SEC CIK 1505896): 2016-06-30 (filed 2016-08-12) and 2016-09-30 (filed 2016-11-14). 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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