Corbenic Partners LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, Corbenic Partners LLC opened 79 positions, added to 113, reduced 76 and sold out of 64.
- Q3 2014: Stock IDV; Country of operation —; Class INTL SEL DIV ETF; Shares before 247,115.
- Q3 2014: Stock HDV; Country of operation —; Class HGH DIV EQT FD; Shares before 314,961.
- Q3 2014: Stock SCHD; Country of operation —; Class US DIVIDEND EQ; Shares before 11,428.
- Q3 2014: Stock EEM; Country of operation —; Class MSCI EMERG MKT; Shares before 74,714.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1568298), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-27); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-02); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-21); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-27); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-27); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-22); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-16); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-27); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-22); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-07); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-30); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-16). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2012-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q3 2014 | IDV ISHARES | INTL SEL DIV ETF | 247,115 | 253,342 | +6,227 | $9,857,000 | $9,067,000 | -$790,000 | 2014-10-22 | |
| Q3 2014 | HDV ISHARES TR | HGH DIV EQT FD | 314,961 | 322,483 | +7,522 | $23,745,000 | $24,264,000 | +$519,000 | 2014-10-22 | |
| Q3 2014 | SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 11,428 | 15,688 | +4,260 | $437,000 | $605,000 | +$168,000 | 2014-10-22 | |
| Q3 2014 | EEM ISHARES TR | MSCI EMERG MKT | 74,714 | 75,664 | +950 | $3,230,000 | $3,145,000 | -$85,000 | 2014-10-22 | |
| Q3 2014 | SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 6,158 | 6,467 | +309 | $299,000 | $318,000 | +$19,000 | 2014-10-22 | |
| Q3 2014 | TIP ISHARES TR | BARCLYS TIPS BD | 0 | 100 | +100 | $0 | $11,000 | +$11,000 | 2014-10-22 | |
| Q3 2014 | MARKET VECTORS ETF TR CUSIP 57060U100 | GOLD MINER ETF | 6,150 | 7,150 | +1,000 | $163,000 | $153,000 | -$10,000 | 2014-10-22 | |
| Q3 2014 | SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 2,142 | 2,365 | +223 | $56,000 | $60,000 | +$4,000 | 2014-10-22 | |
| Q3 2014 | LQD ISHARES | IBOXX INV CP ETF | 78 | 90 | +12 | $9,000 | $11,000 | +$2,000 | 2014-10-22 |
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