CT Financial Advisors LLC historic quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), over 8 quarters from 2014-03-31 to 2016-09-30, CT Financial Advisors LLC opened 179 positions, added to 222, reduced 54 and sold out of 171.
- Q2 2016: Stock VANGUARD HEALTH CARE ADMIRAL SHS; Country of operation —; Class Mutual Fund; Shares before 0.
- Q2 2016: Stock DFA US LARGE CAP VALUE PRTF INSTL; Country of operation —; Class Mutual Fund; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1640485), 8 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-12); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-07); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-06); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-05); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-05); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-17); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-07); Q4 2014 (2014-03-31 to 2014-12-31, filed 2015-04-24). 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 2014-12-31.
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