Advertisement
Screener

Credential Securities Inc. Historic Quarter Change: USA Stocks, Reduced, 2017 Q4

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 2017: Stock MSFT; Country of operation United States; Class COM; Shares before 65,947.
  • Q4 2017: Stock V; Country of operation United States; Class COM CL A; Shares before 104,296.
  • Q4 2017: Stock QSR; Country of operation —; Class COM; Shares before 17,685.
  • Q4 2017: Stock MET; Country of operation United States; Class COM; Shares before 26,466.

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
Q4 2017MSFT
MICROSOFT CORP
United StatesCOM65,94764,245-1,702$4,909,094$5,498,729+$589,6352025-07-21
Q4 2017V
VISA INC
United StatesCOM CL A104,296101,091-3,205$10,972,981$11,550,657+$577,6762025-07-21
Q4 2017QSR
RESTAURANT BRANDS INTL INC
COM17,6859,214-8,471$1,130,308$566,389-$563,9192025-07-21
Q4 2017MET
METLIFE INC
United StatesCOM26,46617,403-9,063$1,374,643$879,895-$494,7482025-07-21
Q4 2017BWA
BORGWARNER INC
United StatesCOM9,720132-9,588$497,955$6,742-$491,2132025-07-21
Q4 2017CM
CDN IMPERIAL BK COMM TORONTO
COM47,72347,598-125$4,177,580$4,636,704+$459,1242025-07-21
Q4 2017HBI
HANESBRANDS INC
United StatesCOM17,60084-17,516$433,487$1,756-$431,7312025-07-21
Q4 2017CVS
CVS HEALTH CORP
United StatesCOM28,22326,941-1,282$2,294,811$1,954,569-$340,2422025-07-21
Q4 2017JPM
JPMORGAN CHASE & CO
United StatesCOM34,37633,677-699$3,282,220$3,609,837+$327,6172025-07-21
Q4 2017OTEX
OPEN TEXT CORP
COM94,24393,718-525$3,041,925$3,331,250+$289,3252025-07-21
Q4 2017CCJ
CAMECO CORP
COM31,2342,715-28,519$301,820$25,060-$276,7602025-07-21
Q4 2017DLTR
DOLLAR TREE INC
United StatesCOM13,73713,460-277$1,192,508$1,444,527+$252,0192025-07-21
Q4 2017AAPL
APPLE INC
United StatesCOM17,74117,622-119$2,732,113$2,983,228+$251,1152025-07-21
Q4 2017FTS
FORTIS INC
CanadaCOM74,94766,291-8,656$2,681,744$2,431,777-$249,9672025-07-21
Q4 2017MGA
MAGNA INTL INC
COM22,56516,919-5,646$1,204,250$959,106-$245,1442025-07-21
Q4 2017SU
SUNCOR ENERGY INC NEW
COM104,98693,974-11,012$3,676,614$3,450,274-$226,3402025-07-21
Q4 2017MMM
3M CO
United StatesCOM9,9959,786-209$2,096,951$2,307,343+$210,3922025-07-21
Q4 2017BAC
BANK AMER CORP
United StatesCOM45,35545,318-37$1,148,842$1,338,240+$189,3982025-07-21
Q4 2017WFC
WELLS FARGO CO NEW
United StatesCOM36,98736,666-321$2,039,093$2,227,092+$187,9992025-07-21
Q4 2017JNJ
JOHNSON & JOHNSON
United StatesCOM26,95726,327-630$3,504,140$3,681,567+$177,4272025-07-21
Q4 2017ITW
ILLINOIS TOOL WKS INC
United StatesCOM8,1558,147-8$1,206,369$1,359,652+$153,2832025-07-21
Q4 2017VRSK
VERISK ANALYTICS INC
United StatesCOM11,75511,593-162$977,780$1,113,043+$135,2632025-07-21
Q4 2017FDX
FEDEX CORP
United StatesCOM2,1311,400-731$480,668$349,356-$131,3122025-07-21
Q4 2017BHF
BRIGHTHOUSE FINL INC
United StatesCOM2,12234-2,088$128,997$1,993-$127,0042025-07-21
Q4 2017CSCO
CISCO SYS INC
United StatesCOM27,15527,057-98$912,951$1,036,824+$123,8732025-07-21
Q4 2017CHRW
C H ROBINSON WORLDWIDE INC
United StatesCOM NEW1,667200-1,467$126,842$17,819-$109,0232025-07-21
Q4 2017ORCL
ORACLE CORP
United StatesCOM62,82961,922-907$3,035,897$2,928,291-$107,6062025-07-21
Q4 2017GOOG
ALPHABET INC
United StatesCAP STK CL C1,3601,341-19$1,303,451$1,403,221+$99,7702025-07-21
Q4 2017DHI
D R HORTON INC
United StatesCOM9,3529,251-101$373,331$472,448+$99,1172025-07-21
Q4 2017BDX
BECTON DICKINSON & CO
United StatesCOM5,8915,820-71$1,154,164$1,245,887+$91,7232025-07-21
Q4 2017CVE
CENOVUS ENERGY INC
COM61,76257,786-3,976$618,115$527,417-$90,6982025-07-21
Q4 2017EOG
EOG RES INC
United StatesCOM8,0687,989-79$780,417$862,412+$81,9952025-07-21
Q4 2017MCD
MCDONALDS CORP
United StatesCOM6,0455,953-92$945,740$1,025,404+$79,6642025-07-21
Q4 2017MO
ALTRIA GROUP INC
United StatesCOM11,61711,384-233$736,517$813,272+$76,7552025-07-21
Q4 2017VZ
VERIZON COMMUNICATIONS INC
United StatesCOM33,32232,495-827$1,648,439$1,722,884+$74,4452025-07-21
Q4 2017PAYX
PAYCHEX INC
United StatesCOM9,3459,212-133$560,326$627,152+$66,8262025-07-21
Q4 2017ABT
ABBOTT LABS
United StatesCOM19,26419,012-252$1,027,927$1,085,965+$58,0382025-07-21
Q4 2017MEOH
METHANEX CORP
COM8,9548,315-639$450,141$502,658+$52,5172025-07-21
Q4 2017IFF
INTERNATIONAL FLAVORS&FRAGRA
United StatesCOM8,8298,610-219$1,261,664$1,313,971+$52,3072025-07-21
Q4 2017GEO
GEO GROUP INC NEW
United StatesCOM13,48713,290-197$362,800$313,511-$49,2892025-07-21
Q4 2017ABBV
ABBVIE INC
United StatesCOM7,8807,736-144$700,059$749,308+$49,2492025-07-21
Q4 2017APD
AIR PRODS & CHEMS INC
United StatesCOM3,9073,881-26$590,542$636,988+$46,4462025-07-21
Q4 2017TU
TELUS CORP
COM27,70427,532-172$996,855$1,042,390+$45,5352025-07-21
Q4 2017MRK
MERCK & CO INC
United StatesCOM3,4203,091-329$218,948$174,116-$44,8322025-07-21
Q4 2017PH
PARKER HANNIFIN CORP
United StatesCOM2,4032,300-103$420,525$459,057+$38,5322025-07-21
Q4 2017OMC
OMNICOM GROUP INC
United StatesCOM8,3797,991-388$620,548$582,144-$38,4042025-07-21
Q4 2017ADP
AUTOMATIC DATA PROCESSING IN
United StatesCOM5,0254,998-27$549,282$585,715+$36,4332025-07-21
Q4 2017MA
MASTERCARD INCORPORATED
United StatesCL A6,7956,556-239$959,182$995,332+$36,1502025-07-21
Q4 2017ASH
ASHLAND GLOBAL HLDGS INC
United StatesCOM4,1983,354-844$274,465$238,871-$35,5942025-07-21
Q4 2017CMCSA
COMCAST CORP NEW
United StatesCL A31,84831,433-415$1,224,874$1,259,520+$34,6462025-07-21
Q4 2017CAE
CAE INC
COM41,84041,381-459$731,780$765,912+$34,1322025-07-21
Q4 2017TRGP
TARGA RES CORP
United StatesCOM10,1109,223-887$478,101$446,577-$31,5242025-07-21
Q4 2017PM
PHILIP MORRIS INTL INC
United StatesCOM4,0363,943-93$448,036$416,577-$31,4592025-07-21
Q4 2017BMY
BRISTOL MYERS SQUIBB CO
United StatesCOM3,7203,358-362$237,001$205,878-$31,1232025-07-21
Q4 2017BIIB
BIOGEN INC
United StatesCOM851742-109$266,303$236,378-$29,9252025-07-21
Q4 2017CVX
CHEVRON CORP NEW
United StatesCOM5,5215,399-122$648,496$676,980+$28,4842025-07-21
Q4 2017CL
COLGATE PALMOLIVE CO
United StatesCOM15,47215,272-200$1,126,670$1,153,035+$26,3652025-07-21
Q4 2017K
KELLOGG CO
United StatesCOM10,5249,999-525$656,171$679,831+$23,6602025-07-21
Q4 2017GIL
GILDAN ACTIVEWEAR INC
COM80,71078,784-1,926$2,522,268$2,545,261+$22,9932025-07-21
Q4 2017ADI
ANALOG DEVICES INC
United StatesCOM8,8708,832-38$764,150$786,577+$22,4272025-07-21
Q4 2017LMT
LOCKHEED MARTIN CORP
United StatesCOM4,0673,992-75$1,261,827$1,282,150+$20,3232025-07-21
Q4 2017SLF
SUN LIFE FINL INC
COM32,85532,187-668$1,308,667$1,328,510+$19,8432025-07-21
Q4 2017LLY
LILLY ELI & CO
United StatesCOM3,4993,342-157$299,199$282,432-$16,7672025-07-21
Q4 2017CTSH
COGNIZANT TECHNOLOGY SOLUTIO
United StatesCL A8,5008,444-56$616,419$599,777-$16,6422025-07-21
Q4 2017SFM
SPROUTS FMRS MKT INC
United StatesCOM6,7555,855-900$126,858$142,569+$15,7112025-07-21
Q4 2017BMO
BANK MONTREAL QUE
COM10,89510,483-412$824,507$839,007+$14,5002025-07-21
Q4 2017PFE
PFIZER INC
United StatesCOM36,38235,410-972$1,298,109$1,283,612-$14,4972025-07-21
Q4 2017MDLZ
MONDELEZ INTL INC
United StatesCL A9,8389,670-168$400,012$413,875+$13,8632025-07-21
Q4 2017FISV
FISERV INC
United StatesCOM7,1117,095-16$916,750$930,509+$13,7592025-07-21
Q4 2017USB
US BANCORP DEL
United StatesCOM NEW28,73228,466-266$1,539,173$1,526,062-$13,1112025-07-21
Q4 2017QRVO
QORVO INC
United StatesCOM2,3392,286-53$165,297$152,247-$13,0502025-07-21
Q4 2017T
AT&T INC
United StatesCOM17,34917,151-198$679,039$667,173-$11,8662025-07-21
Q4 2017CPB
CAMPBELL SOUP CO
United StatesCOM3,9313,587-344$184,049$172,570-$11,4792025-07-21
Q4 2017TJX
TJX COS INC NEW
United StatesCOM6,3996,319-80$471,670$483,087+$11,4172025-07-21
Q4 2017AEM
AGNICO EAGLE MINES LTD
COM4,2383,929-309$191,576$181,396-$10,1802025-07-21
Q4 2017CB
CHUBB LIMITED
COM3,0293,018-11$431,753$441,322+$9,5692025-07-21
Q4 2017BMRN
BIOMARIN PHARMACEUTICAL INC
United StatesCOM2,2962,291-5$213,619$204,265-$9,3542025-07-21
Q4 2017KMB
KIMBERLY CLARK CORP
United StatesCOM3,4563,444-12$406,529$415,621+$9,0922025-07-21
Q4 2017BEP
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT2,6722,310-362$89,138$80,510-$8,6282025-07-21
Q4 2017PG
PROCTER AND GAMBLE CO
United StatesCOM11,94511,874-71$1,086,756$1,092,645+$5,8892025-07-21
Q4 2017BIP
BROOKFIELD INFRAST PARTNERS
LP INT UNIT5,9935,898-95$258,078$263,572+$5,4942025-07-21
Q4 2017AZO
AUTOZONE INC
United StatesCOM467398-69$277,967$283,121+$5,1542025-07-21
Q4 2017DUK
DUKE ENERGY CORP NEW
United StatesCOM NEW4,7574,693-64$399,112$394,728-$4,3842025-07-21
Q4 2017AQN
ALGONQUIN PWR UTILS CORP
CanadaCOM7,7597,687-72$82,007$85,880+$3,8732025-07-21
Q4 2017DKS
DICKS SPORTING GOODS INC
United StatesCOM3,9593,855-104$106,932$110,792+$3,8602025-07-21
Q4 2017VET
VERMILION ENERGY INC
COM29,47428,811-663$1,047,544$1,044,046-$3,4982025-07-21
Q4 2017XOMXXXX
EXXON MOBIL CORP
COM9,9049,729-175$811,731$815,192+$3,4612025-07-21
Q4 2017TAC
TRANSALTA CORP
COM4,8414,385-456$28,339$25,960-$2,3792025-07-21
Q4 2017BNY
BANK NEW YORK MELLON CORP
United StatesCOM19,15518,858-297$1,015,215$1,015,880+$6652025-07-21

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet