Credential Securities Inc. historic quarter change: USA Stocks, Reduced
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.
- Q4 2016: Stock PM; Country of operation United States; Class COM; Shares before 6,785.
- Q4 2016: Stock IFF; Country of operation United States; Class COM; Shares before 9,006.
- Q4 2016: Stock MO; Country of operation United States; Class COM; Shares before 16,524.
- Q4 2016: Stock DVA; Country of operation United States; Class COM; Shares before 14,826.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2016 | PM
PHILIP MORRIS INTL INC | United States | COM | 6,785 | 4,138 | -2,647 | $659,298 | $378,668 | -$280,630 | 2025-07-21 |
|---|
| Q4 2016 | IFF
INTERNATIONAL FLAVORS&FRAGRA | United States | COM | 9,006 | 8,868 | -138 | $1,287,767 | $1,045,005 | -$242,762 | 2025-07-21 |
|---|
| Q4 2016 | MO
ALTRIA GROUP INC | United States | COM | 16,524 | 12,067 | -4,457 | $1,044,647 | $816,091 | -$228,556 | 2025-07-21 |
|---|
| Q4 2016 | DVA
DAVITA INC | United States | COM | 14,826 | 11,940 | -2,886 | $979,109 | $766,667 | -$212,442 | 2025-07-21 |
|---|
| Q4 2016 | PYPL
PAYPAL HLDGS INC | United States | COM | 6,429 | 3,739 | -2,690 | $263,331 | $147,578 | -$115,753 | 2025-07-21 |
|---|
| Q4 2016 | GEO
GEO GROUP INC NEW | United States | COM | 9,433 | 9,108 | -325 | $224,222 | $327,432 | +$103,210 | 2025-07-21 |
|---|
| Q4 2016 | TNET
TRINET GROUP INC | United States | COM | 4,740 | 192 | -4,548 | $102,431 | $4,913 | -$97,518 | 2025-07-21 |
|---|
| Q4 2016 | ITW
ILLINOIS TOOL WKS INC | United States | COM | 11,104 | 10,098 | -1,006 | $1,330,592 | $1,236,601 | -$93,991 | 2025-07-21 |
|---|
| Q4 2016 | SLF
SUN LIFE FINL INC | | COM | 16,711 | 16,539 | -172 | $543,699 | $634,760 | +$91,061 | 2025-07-21 |
|---|
| Q4 2016 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 8,608 | 8,248 | -360 | $759,139 | $847,729 | +$88,590 | 2025-07-21 |
|---|
| Q4 2016 | CSCO
CISCO SYS INC | United States | COM | 40,208 | 39,476 | -732 | $1,274,995 | $1,193,754 | -$81,241 | 2025-07-21 |
|---|
| Q4 2016 | QSR
RESTAURANT BRANDS INTL INC | | COM | 30,660 | 30,191 | -469 | $1,366,821 | $1,436,596 | +$69,775 | 2025-07-21 |
|---|
| Q4 2016 | YUM
YUM BRANDS INC | United States | COM | 2,462 | 2,453 | -9 | $223,598 | $155,348 | -$68,250 | 2025-07-21 |
|---|
| Q4 2016 | AAPL
APPLE INC | United States | COM | 22,397 | 21,293 | -1,104 | $2,531,085 | $2,466,581 | -$64,504 | 2025-07-21 |
|---|
| Q4 2016 | KMB
KIMBERLY CLARK CORP | United States | COM | 3,650 | 3,531 | -119 | $460,374 | $402,957 | -$57,417 | 2025-07-21 |
|---|
| Q4 2016 | K
KELLOGG CO | United States | COM | 10,822 | 10,605 | -217 | $838,272 | $781,694 | -$56,578 | 2025-07-21 |
|---|
| Q4 2016 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,188 | 1,138 | -50 | $955,151 | $902,002 | -$53,149 | 2025-07-21 |
|---|
| Q4 2016 | CM
CDN IMPERIAL BK COMM TORONTO | | COM | 52,979 | 49,721 | -3,258 | $4,108,113 | $4,056,469 | -$51,644 | 2025-07-21 |
|---|
| Q4 2016 | FDX
FEDEX CORP | United States | COM | 1,014 | 674 | -340 | $177,095 | $125,512 | -$51,583 | 2025-07-21 |
|---|
| Q4 2016 | AMGN
AMGEN INC | United States | COM | 2,220 | 2,187 | -33 | $370,251 | $319,805 | -$50,446 | 2025-07-21 |
|---|
| Q4 2016 | GOOG
ALPHABET INC | United States | CAP STK CL C | 1,311 | 1,257 | -54 | $1,018,424 | $970,554 | -$47,870 | 2025-07-21 |
|---|
| Q4 2016 | PH
PARKER HANNIFIN CORP | United States | COM | 4,233 | 4,134 | -99 | $531,283 | $578,760 | +$47,477 | 2025-07-21 |
|---|
| Q4 2016 | APD
AIR PRODS & CHEMS INC | United States | COM | 4,099 | 3,959 | -140 | $616,161 | $569,423 | -$46,738 | 2025-07-21 |
|---|
| Q4 2016 | INGR
INGREDION INC | United States | COM | 3,657 | 3,530 | -127 | $486,636 | $441,179 | -$45,457 | 2025-07-21 |
|---|
| Q4 2016 | RRC
RANGE RES CORP | United States | COM | 3,727 | 2,988 | -739 | $144,383 | $102,667 | -$41,716 | 2025-07-21 |
|---|
| Q4 2016 | RSG
REPUBLIC SVCS INC | United States | COM | 7,942 | 7,720 | -222 | $400,594 | $440,426 | +$39,832 | 2025-07-21 |
|---|
| Q4 2016 | LLY
LILLY ELI & CO | United States | COM | 4,703 | 4,617 | -86 | $377,321 | $339,672 | -$37,649 | 2025-07-21 |
|---|
| Q4 2016 | PPL
PPL CORP | United States | COM | 13,686 | 12,865 | -821 | $473,125 | $438,053 | -$35,072 | 2025-07-21 |
|---|
| Q4 2016 | DIS
DISNEY WALT CO | United States | COM DISNEY | 7,338 | 6,869 | -469 | $681,333 | $716,299 | +$34,966 | 2025-07-21 |
|---|
| Q4 2016 | MEOH
METHANEX CORP | | COM | 12,096 | 10,590 | -1,506 | $430,616 | $462,903 | +$32,287 | 2025-07-21 |
|---|
| Q4 2016 | WM
WASTE MGMT INC DEL | United States | COM | 6,640 | 6,419 | -221 | $423,366 | $455,363 | +$31,997 | 2025-07-21 |
|---|
| Q4 2016 | SYF
SYNCHRONY FINL | United States | COM | 6,698 | 5,982 | -716 | $187,477 | $216,967 | +$29,490 | 2025-07-21 |
|---|
| Q4 2016 | SU
SUNCOR ENERGY INC NEW | | COM | 160,395 | 135,334 | -25,061 | $4,451,884 | $4,424,128 | -$27,756 | 2025-07-21 |
|---|
| Q4 2016 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 5,105 | 4,940 | -165 | $408,502 | $383,442 | -$25,060 | 2025-07-21 |
|---|
| Q4 2016 | ABBV
ABBVIE INC | United States | COM | 8,298 | 7,986 | -312 | $523,271 | $500,083 | -$23,188 | 2025-07-21 |
|---|
| Q4 2016 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 3,262 | 3,246 | -16 | $398,453 | $380,203 | -$18,250 | 2025-07-21 |
|---|
| Q4 2016 | INTC
INTEL CORP | United States | COM | 7,241 | 7,029 | -212 | $273,202 | $255,082 | -$18,120 | 2025-07-21 |
|---|
| Q4 2016 | EA
ELECTRONIC ARTS INC | United States | COM | 2,471 | 2,449 | -22 | $210,974 | $192,883 | -$18,091 | 2025-07-21 |
|---|
| Q4 2016 | MGA
MAGNA INTL INC | | COM | 26,272 | 25,678 | -594 | $1,127,545 | $1,114,580 | -$12,965 | 2025-07-21 |
|---|
| Q4 2016 | AEE
AMEREN CORP | United States | COM | 10,409 | 9,988 | -421 | $511,810 | $523,970 | +$12,160 | 2025-07-21 |
|---|
| Q4 2016 | T
AT&T INC | United States | COM | 20,220 | 19,542 | -678 | $820,932 | $831,316 | +$10,384 | 2025-07-21 |
|---|
| Q4 2016 | MCD
MCDONALDS CORP | United States | COM | 6,354 | 6,098 | -256 | $732,933 | $742,370 | +$9,437 | 2025-07-21 |
|---|
| Q4 2016 | MAS
MASCO CORP | United States | COM | 2,973 | 2,949 | -24 | $101,973 | $93,247 | -$8,726 | 2025-07-21 |
|---|
| Q4 2016 | LMT
LOCKHEED MARTIN CORP | United States | COM | 4,293 | 4,149 | -144 | $1,029,203 | $1,037,789 | +$8,586 | 2025-07-21 |
|---|
| Q4 2016 | NXPI
NXP SEMICONDUCTORS N V | | COM | 165 | 86 | -79 | $16,831 | $8,430 | -$8,401 | 2025-07-21 |
|---|
| Q4 2016 | PAYX
PAYCHEX INC | United States | COM | 9,910 | 9,531 | -379 | $573,392 | $580,247 | +$6,855 | 2025-07-21 |
|---|
| Q4 2016 | MA
MASTERCARD INCORPORATED | United States | CL A | 7,023 | 6,977 | -46 | $714,309 | $720,584 | +$6,275 | 2025-07-21 |
|---|
| Q4 2016 | SBUX
STARBUCKS CORP | United States | COM | 16,214 | 15,698 | -516 | $877,501 | $871,552 | -$5,949 | 2025-07-21 |
|---|
| Q4 2016 | BEP
BROOKFIELD RENEWABLE PARTNER | | PARTNERSHIP UNIT | 2,645 | 2,574 | -71 | $81,257 | $76,382 | -$4,875 | 2025-07-21 |
|---|
| Q4 2016 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 33,486 | 32,513 | -973 | $1,740,267 | $1,735,869 | -$4,398 | 2025-07-21 |
|---|
| Q4 2016 | TAC
TRANSALTA CORP | | COM | 1,582 | 1,472 | -110 | $7,018 | $8,133 | +$1,115 | 2025-07-21 |
|---|
| Q4 2016 | TECK
TECK RESOURCES LTD | | CL B | 810 | 763 | -47 | $14,603 | $15,266 | +$663 | 2025-07-21 |
|---|
| Q4 2016 | BBU
BROOKFIELD BUSINESS PARTNERS | | UNIT LTD LP | 25 | 7 | -18 | $656 | $167 | -$489 | 2025-07-21 |
|---|
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