Convergent Wealth Advisors quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2015-06-30 to 2015-09-30, Convergent Wealth Advisors opened 0 positions, added to 0, reduced 1, sold out of 0 and left 1 unchanged. The largest increase in value was USCI (-$115,000); the largest decrease was GLD (-$2,151,000).
- GLD: Country of operation United States; Class GOLD SHS; Shares 2015-06-30 44,501; Shares 2015-09-30 26,668.
Two Form 13F-HR filings compared (SEC CIK 1491296): 2015-06-30 (filed 2015-08-13) and 2015-09-30 (filed 2015-11-16). 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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