FMA ADVISORY INC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 6 quarters from 2013-06-30 to 2016-03-31, FMA ADVISORY INC opened 35 positions, added to 231, reduced 234 and sold out of 55.
- Q4 2014: Stock KMI; Country of operation United States; Class COM; Shares before 16,117.
- Q4 2014: Stock AEP; Country of operation United States; Class COM; Shares before 61,744.
- Q4 2014: Stock AAPL; Country of operation United States; Class COM; Shares before 40,884.
- Q4 2014: Stock SYK; Country of operation United States; Class COM; Shares before 24,306.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1298596), 6 quarters: Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-26); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-22); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-25); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-06); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-28). 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 2004-06-30. Not compared, as a quarter between them is not held here yet: 2014-12-31 to 2016-03-31 (missing 2015-06-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2014 | KMI
KINDER MORGAN INC DEL | United States | COM | 16,117 | 89,749 | +73,632 | $618,000 | $3,797,000 | +$3,179,000 | 2015-01-26 |
|---|
| Q4 2014 | AEP
AMERICAN ELEC PWR INC | United States | COM | 61,744 | 64,618 | +2,874 | $3,224,000 | $3,924,000 | +$700,000 | 2015-01-26 |
|---|
| Q4 2014 | AAPL
APPLE INC | United States | COM | 40,884 | 42,536 | +1,652 | $4,119,000 | $4,695,000 | +$576,000 | 2015-01-26 |
|---|
| Q4 2014 | SYK
STRYKER CORP | United States | COM | 24,306 | 25,479 | +1,173 | $1,963,000 | $2,403,000 | +$440,000 | 2015-01-26 |
|---|
| Q4 2014 | ORCL
ORACLE CORP | United States | COM | 48,554 | 50,690 | +2,136 | $1,859,000 | $2,280,000 | +$421,000 | 2015-01-26 |
|---|
| Q4 2014 | TROW
PRICE T ROWE GROUP INC | United States | COM | 41,354 | 42,177 | +823 | $3,242,000 | $3,621,000 | +$379,000 | 2015-01-26 |
|---|
| Q4 2014 | PHM
PULTE GROUP INC | United States | COM | 79,038 | 81,832 | +2,794 | $1,396,000 | $1,756,000 | +$360,000 | 2015-01-26 |
|---|
| Q4 2014 | NEE
NEXTERA ENERGY INC | United States | COM | 22,363 | 22,919 | +556 | $2,099,000 | $2,436,000 | +$337,000 | 2015-01-26 |
|---|
| Q4 2014 | MA
MASTERCARD INC | United States | CL A | 17,363 | 18,668 | +1,305 | $1,283,000 | $1,608,000 | +$325,000 | 2015-01-26 |
|---|
| Q4 2014 | AMGN
AMGEN INC | United States | COM | 14,755 | 14,852 | +97 | $2,072,000 | $2,366,000 | +$294,000 | 2015-01-26 |
|---|
| Q4 2014 | KMB
KIMBERLY CLARK CORP | United States | COM | 30,702 | 30,886 | +184 | $3,303,000 | $3,569,000 | +$266,000 | 2015-01-26 |
|---|
| Q4 2014 | PPL
PPL CORP | United States | COM | 57,019 | 58,837 | +1,818 | $1,873,000 | $2,138,000 | +$265,000 | 2015-01-26 |
|---|
| Q4 2014 | ZBH
ZIMMER HLDGS INC | United States | COM | 15,317 | 15,906 | +589 | $1,540,000 | $1,804,000 | +$264,000 | 2015-01-26 |
|---|
| Q4 2014 | CVS
CVS HEALTH CORP | United States | COM | 10,667 | 11,530 | +863 | $849,000 | $1,110,000 | +$261,000 | 2015-01-26 |
|---|
| Q4 2014 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 68,795 | 81,366 | +12,571 | $1,017,000 | $1,261,000 | +$244,000 | 2015-01-26 |
|---|
| Q4 2014 | HUN
HUNTSMAN CORP | United States | COM | 13,425 | 25,806 | +12,381 | $349,000 | $588,000 | +$239,000 | 2015-01-26 |
|---|
| Q4 2014 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 92,623 | 93,881 | +1,258 | $4,630,000 | $4,392,000 | -$238,000 | 2015-01-26 |
|---|
| Q4 2014 | JPM
JPMORGAN CHASE & CO | United States | COM | 49,906 | 51,566 | +1,660 | $3,006,000 | $3,227,000 | +$221,000 | 2015-01-26 |
|---|
| Q4 2014 | DHR
DANAHER CORP DEL | United States | COM | 17,869 | 18,206 | +337 | $1,358,000 | $1,560,000 | +$202,000 | 2015-01-26 |
|---|
| Q4 2014 | PEP
PEPSICO INC | United States | COM | 67,564 | 68,570 | +1,006 | $6,290,000 | $6,484,000 | +$194,000 | 2015-01-26 |
|---|
| Q4 2014 | USB
US BANCORP DEL | United States | COM NEW | 41,478 | 42,855 | +1,377 | $1,735,000 | $1,926,000 | +$191,000 | 2015-01-26 |
|---|
| Q4 2014 | BAC
BANK AMER CORP | United States | COM | 194,643 | 195,151 | +508 | $3,319,000 | $3,491,000 | +$172,000 | 2015-01-26 |
|---|
| Q4 2014 | ALLE
ALLEGION PUB LTD CO | Ireland | ORD SHS | 13,658 | 14,769 | +1,111 | $651,000 | $819,000 | +$168,000 | 2015-01-26 |
|---|
| Q4 2014 | OKE
ONEOK INC NEW | United States | COM | 10,307 | 10,343 | +36 | $676,000 | $515,000 | -$161,000 | 2015-01-26 |
|---|
| Q4 2014 | AXP
AMERICAN EXPRESS CO | United States | COM | 20,988 | 21,436 | +448 | $1,837,000 | $1,994,000 | +$157,000 | 2015-01-26 |
|---|
| Q4 2014 | NUE
NUCOR CORP | United States | COM | 31,578 | 31,779 | +201 | $1,714,000 | $1,559,000 | -$155,000 | 2015-01-26 |
|---|
| Q4 2014 | T
AT&T INC | United States | COM | 110,789 | 111,715 | +926 | $3,904,000 | $3,753,000 | -$151,000 | 2015-01-26 |
|---|
| Q4 2014 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 45,566 | 46,721 | +1,155 | $1,836,000 | $1,688,000 | -$148,000 | 2015-01-26 |
|---|
| Q4 2014 | ARW
ARROW ELECTRS INC | United States | COM | 50,298 | 50,453 | +155 | $2,784,000 | $2,921,000 | +$137,000 | 2015-01-26 |
|---|
| Q4 2014 | ETN
EATON CORP PLC | | SHS | 14,413 | 15,317 | +904 | $913,000 | $1,041,000 | +$128,000 | 2015-01-26 |
|---|
| Q4 2014 | PM
PHILIP MORRIS INTL INC | United States | COM | 43,421 | 43,507 | +86 | $3,621,000 | $3,544,000 | -$77,000 | 2015-01-26 |
|---|
| Q4 2014 | STLD
STEEL DYNAMICS INC | United States | COM | 22,664 | 22,715 | +51 | $512,000 | $448,000 | -$64,000 | 2015-01-26 |
|---|
| Q4 2014 | FITB
FIFTH THIRD BANCORP | United States | COM | 56,605 | 58,375 | +1,770 | $1,133,000 | $1,189,000 | +$56,000 | 2015-01-26 |
|---|
| Q4 2014 | RY
ROYAL BK CDA MONTREAL QUE | | COM | 23,280 | 23,290 | +10 | $1,663,000 | $1,609,000 | -$54,000 | 2015-01-26 |
|---|
| Q4 2014 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 32,523 | 32,800 | +277 | $2,702,000 | $2,735,000 | +$33,000 | 2015-01-26 |
|---|
| Q4 2014 | COF
CAPITAL ONE FINL CORP | United States | COM | 10,237 | 10,439 | +202 | $836,000 | $862,000 | +$26,000 | 2015-01-26 |
|---|
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