Advertisement
Screener

Credential Securities Inc. Historic Quarter Change: USA Stocks, Sold Out

Credential Securities Inc. historic quarter change: USA Stocks, Sold out

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 2018: Stock PCAR; Country of operation United States; Class COM; Shares before 9,589.
  • Q2 2018: Stock CB; Country of operation —; Class COM; Shares before 2,986.
  • Q2 2018: Stock D; Country of operation United States; Class COM; Shares before 5,905.
  • Q2 2018: Stock WY; Country of operation United States; Class COM; Shares before 4,783.

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 2018PCAR
PACCAR INC
United StatesCOM9,5890-9,589$634,408$0-$634,4082025-07-21
Q2 2018CB
CHUBB LIMITED
COM2,9860-2,986$408,454$0-$408,4542025-07-21
Q2 2018D
DOMINION ENERGY INC
United StatesCOM5,9050-5,905$398,233$0-$398,2332025-07-21
Q2 2018WY
WEYERHAEUSER CO
United StatesCOM4,7830-4,783$167,405$0-$167,4052025-07-21
Q2 2018C
CITIGROUP INC
United StatesCOM NEW1,8000-1,800$124,290$0-$124,2902025-07-21
Q2 2018EEFT
EURONET WORLDWIDE INC
United StatesCOM1,2120-1,212$95,626$0-$95,6262025-07-21
Q2 2018SJM
SMUCKER J M CO
United StatesCOM NEW7370-737$91,395$0-$91,3952025-07-21
Q2 2018JCI
JOHNSON CTLS INTL PLC
SHS2,2910-2,291$80,711$0-$80,7112025-07-21
Q2 2018CCK
CROWN HOLDINGS INC
United StatesCOM1,3170-1,317$66,811$0-$66,8112025-07-21
Q2 2018XPO
XPO LOGISTICS INC
United StatesCOM3000-300$30,540$0-$30,5402025-07-21
Q2 2018TPH
TRI POINTE GROUP INC
United StatesCOM1,0000-1,000$16,430$0-$16,4302025-07-21
Q2 2018CME
CME GROUP INC
United StatesCOM CL A850-85$13,699$0-$13,6992025-07-21
Q2 2018BNY
BANK NEW YORK MELLON CORP
United StatesCOM2500-250$12,882$0-$12,8822025-07-21
Q2 2018GLD
SPDR GOLD TRUST
United StatesGOLD SHS1000-100$12,579$0-$12,5792025-07-21
Q2 2018MKL
MARKEL CORP
United StatesCOM100-10$11,689$0-$11,6892025-07-21
Q2 2018UPS
UNITED PARCEL SERVICE INC
United StatesCL B1000-100$10,466$0-$10,4662025-07-21
Q2 2018COTY
COTY INC
United StatesCOM CL A5000-500$9,150$0-$9,1502025-07-21
Q2 2018CEF
SPROTT PHYSICAL GOLD & SILVE
CanadaTR UNIT6000-600$7,865$0-$7,8652025-07-21
Q2 2018KMX
CARMAX INC
United StatesCOM1000-100$6,194$0-$6,1942025-07-21
Q2 2018SLV
ISHARES SILVER TRUST
United StatesISHARES4000-400$6,164$0-$6,1642025-07-21
Q2 2018NGD
NEW GOLD INC CDA
COM2,2500-2,250$5,755$0-$5,7552025-07-21
Q2 2018SBNY
SIGNATURE BK NEW YORK N Y
United StatesCOM300-30$4,256$0-$4,2562025-07-21
Q2 2018BTE
BAYTEX ENERGY CORP
COM6500-650$1,773$0-$1,7732025-07-21
Q2 2018EPD
ENTERPRISE PRODS PARTNERS L
United StatesCOM570-57$1,395$0-$1,3952025-07-21
Q2 2018BHF
BRIGHTHOUSE FINL INC
United StatesCOM150-15$770$0-$7702025-07-21
Q2 2018PPL
PPL CORP
United StatesCOM180-18$509$0-$5092025-07-21
Q2 2018QSR
RESTAURANT BRANDS INTL INC
COM50-5$283$0-$2832025-07-21

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet