Convergent Wealth Advisors historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 9 quarters from 2013-06-30 to 2015-09-30, Convergent Wealth Advisors opened 4 positions, added to 3, reduced 7 and sold out of 3.
- Q4 2014: Stock GSG; Country of operation United States; Class UNIT BEN INT; Shares before 79,134.
- Q3 2014: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 801,105.
- Q1 2014: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 789,913.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1491296), 9 quarters: Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-10); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-08); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-08). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2010-03-31.
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