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Credential Securities Inc. Historic Quarter Change: USA Stocks, New, 2017 Q2

Credential Securities Inc. historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 17 quarters from 2014-03-31 to 2018-06-30, Credential Securities Inc. opened 192 positions, added to 1,420, reduced 780 and sold out of 153.

  • Q2 2017: Stock UNH; Country of operation United States; Class COM; Shares before 0.
  • Q2 2017: Stock OMC; Country of operation United States; Class COM; Shares before 0.
  • Q2 2017: Stock ORLY; Country of operation United States; Class COM; Shares before 0.
  • Q2 2017: Stock AMT; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2077904), 17 quarters: Q2 2018 (2018-03-31 to 2018-06-30, filed 2025-07-21); Q1 2018 (2017-12-31 to 2018-03-31, filed 2025-07-21); Q4 2017 (2017-09-30 to 2017-12-31, filed 2025-07-21); Q3 2017 (2017-06-30 to 2017-09-30, filed 2025-07-21); Q2 2017 (2017-03-31 to 2017-06-30, filed 2025-07-21); Q1 2017 (2016-12-31 to 2017-03-31, filed 2025-07-21); Q4 2016 (2016-09-30 to 2016-12-31, filed 2025-07-21); Q3 2016 (2016-06-30 to 2016-09-30, filed 2025-07-21); Q2 2016 (2016-03-31 to 2016-06-30, filed 2025-07-21); Q1 2016 (2015-12-31 to 2016-03-31, filed 2025-07-21); Q4 2015 (2015-09-30 to 2015-12-31, filed 2025-07-21); Q3 2015 (2015-06-30 to 2015-09-30, filed 2025-07-21); Q2 2015 (2015-03-31 to 2015-06-30, filed 2025-07-21); Q1 2015 (2014-12-31 to 2015-03-31, filed 2025-07-21); Q4 2014 (2014-09-30 to 2014-12-31, filed 2025-07-21); Q3 2014 (2014-06-30 to 2014-09-30, filed 2025-07-21); Q2 2014 (2014-03-31 to 2014-06-30, filed 2025-07-21). 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 2014-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2017UNH
UNITEDHEALTH GROUP INC
United StatesCOM023,363+23,363$0$4,324,023+$4,324,0232025-07-21
Q2 2017OMC
OMNICOM GROUP INC
United StatesCOM08,486+8,486$0$707,138+$707,1382025-07-21
Q2 2017ORLY
O REILLY AUTOMOTIVE INC NEW
United StatesCOM0866+866$0$187,090+$187,0902025-07-21
Q2 2017AMT
AMERICAN TOWER CORP NEW
United StatesCOM01,206+1,206$0$160,205+$160,2052025-07-21
Q2 2017QRVO
QORVO INC
United StatesCOM01,998+1,998$0$128,431+$128,4312025-07-21
Q2 2017C
CITIGROUP INC
United StatesCOM NEW0957+957$0$64,119+$64,1192025-07-21
Q2 2017WINA
WINMARK CORP
United StatesCOM0283+283$0$36,790+$36,7902025-07-21
Q2 2017DXC
DXC TECHNOLOGY CO
United StatesCOM0434+434$0$34,099+$34,0992025-07-21
Q2 2017KMI
KINDER MORGAN INC DEL
United StatesCOM0240+240$0$4,569+$4,5692025-07-21
Q2 2017BB
BLACKBERRY LTD
COM0100+100$0$997+$9972025-07-21
Q2 2017OTTR
OTTER TAIL CORP
United StatesCOM015+15$0$598+$5982025-07-21
Q2 2017KGC
KINROSS GOLD CORP
COM NO PAR0100+100$0$398+$3982025-07-21

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