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.
- Q1 2014: Stock VZ; Country of operation United States; Class COM; Shares before 65,240.
- Q1 2014: Stock MRK; Country of operation United States; Class COM; Shares before 38,894.
- Q1 2014: Stock NEE; Country of operation United States; Class COM; Shares before 20,273.
- Q1 2014: Stock ORCL; Country of operation United States; Class COM; Shares before 36,968.
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 |
|---|
| Q1 2014 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 65,240 | 77,718 | +12,478 | $3,206,000 | $3,697,000 | +$491,000 | 2014-05-06 |
|---|
| Q1 2014 | MRK
MERCK & CO INC NEW | United States | COM | 38,894 | 42,195 | +3,301 | $1,947,000 | $2,395,000 | +$448,000 | 2014-05-06 |
|---|
| Q1 2014 | NEE
NEXTERA ENERGY INC | United States | COM | 20,273 | 21,878 | +1,605 | $1,736,000 | $2,092,000 | +$356,000 | 2014-05-06 |
|---|
| Q1 2014 | ORCL
ORACLE CORP | United States | COM | 36,968 | 43,100 | +6,132 | $1,414,000 | $1,763,000 | +$349,000 | 2014-05-06 |
|---|
| Q1 2014 | CVX
CHEVRON CORP NEW | United States | COM | 66,654 | 67,274 | +620 | $8,326,000 | $8,000,000 | -$326,000 | 2014-05-06 |
|---|
| Q1 2014 | COR
AMERISOURCEBERGEN CORP | United States | COM | 68,494 | 68,969 | +475 | $4,816,000 | $4,524,000 | -$292,000 | 2014-05-06 |
|---|
| Q1 2014 | DIS
DISNEY WALT CO | United States | COM DISNEY | 61,866 | 62,564 | +698 | $4,727,000 | $5,010,000 | +$283,000 | 2014-05-06 |
|---|
| Q1 2014 | JPM
JPMORGAN CHASE & CO | United States | COM | 47,979 | 50,553 | +2,574 | $2,806,000 | $3,069,000 | +$263,000 | 2014-05-06 |
|---|
| Q1 2014 | USB
US BANCORP DEL | United States | COM NEW | 53,371 | 56,228 | +2,857 | $2,156,000 | $2,410,000 | +$254,000 | 2014-05-06 |
|---|
| Q1 2014 | M
MACYS INC | United States | COM | 26,099 | 27,525 | +1,426 | $1,394,000 | $1,632,000 | +$238,000 | 2014-05-06 |
|---|
| Q1 2014 | T
AT&T INC | United States | COM | 96,240 | 102,954 | +6,714 | $3,384,000 | $3,611,000 | +$227,000 | 2014-05-06 |
|---|
| Q1 2014 | CAT
CATERPILLAR INC DEL | United States | COM | 21,545 | 21,767 | +222 | $1,957,000 | $2,163,000 | +$206,000 | 2014-05-06 |
|---|
| Q1 2014 | SYK
STRYKER CORP | United States | COM | 23,988 | 24,501 | +513 | $1,802,000 | $1,996,000 | +$194,000 | 2014-05-06 |
|---|
| Q1 2014 | KO
COCA COLA CO | United States | COM | 14,396 | 20,051 | +5,655 | $595,000 | $775,000 | +$180,000 | 2014-05-06 |
|---|
| Q1 2014 | KMB
KIMBERLY CLARK CORP | United States | COM | 31,064 | 31,067 | +3 | $3,245,000 | $3,425,000 | +$180,000 | 2014-05-06 |
|---|
| Q1 2014 | FITB
FIFTH THIRD BANCORP | United States | COM | 56,487 | 58,751 | +2,264 | $1,188,000 | $1,349,000 | +$161,000 | 2014-05-06 |
|---|
| Q1 2014 | DVN
DEVON ENERGY CORP NEW | United States | COM | 15,406 | 16,535 | +1,129 | $953,000 | $1,107,000 | +$154,000 | 2014-05-06 |
|---|
| Q1 2014 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 20,792 | 20,875 | +83 | $3,900,000 | $4,018,000 | +$118,000 | 2014-05-06 |
|---|
| Q1 2014 | TGT
TARGET CORP | United States | COM | 42,229 | 42,306 | +77 | $2,672,000 | $2,560,000 | -$112,000 | 2014-05-06 |
|---|
| Q1 2014 | CMCSA
COMCAST CORP NEW | United States | CL A | 11,753 | 13,935 | +2,182 | $611,000 | $697,000 | +$86,000 | 2014-05-06 |
|---|
| Q1 2014 | NUE
NUCOR CORP | United States | COM | 31,609 | 31,909 | +300 | $1,687,000 | $1,613,000 | -$74,000 | 2014-05-06 |
|---|
| Q1 2014 | PEP
PEPSICO INC | United States | COM | 67,095 | 67,391 | +296 | $5,565,000 | $5,627,000 | +$62,000 | 2014-05-06 |
|---|
| Q1 2014 | WMT
WAL-MART STORES INC | United States | COM | 30,433 | 30,667 | +234 | $2,395,000 | $2,344,000 | -$51,000 | 2014-05-06 |
|---|
| Q1 2014 | HONZZZZ
HONEYWELL INTL INC | | COM | 26,810 | 26,955 | +145 | $2,450,000 | $2,500,000 | +$50,000 | 2014-05-06 |
|---|
| Q1 2014 | KELYA
KELLY SVCS INC | United States | CL A | 35,037 | 35,063 | +26 | $874,000 | $832,000 | -$42,000 | 2014-05-06 |
|---|
| Q1 2014 | PHM
PULTE GROUP INC | United States | COM | 78,918 | 81,626 | +2,708 | $1,608,000 | $1,566,000 | -$42,000 | 2014-05-06 |
|---|
| Q1 2014 | PFE
PFIZER INC | United States | COM | 19,908 | 20,188 | +280 | $610,000 | $648,000 | +$38,000 | 2014-05-06 |
|---|
| Q1 2014 | TROW
PRICE T ROWE GROUP INC | United States | COM | 39,279 | 39,530 | +251 | $3,290,000 | $3,255,000 | -$35,000 | 2014-05-06 |
|---|
| Q1 2014 | OKE
ONEOK INC NEW | United States | COM | 10,733 | 10,755 | +22 | $667,000 | $637,000 | -$30,000 | 2014-05-06 |
|---|
| Q1 2014 | ZBH
ZIMMER HLDGS INC | United States | COM | 15,148 | 15,207 | +59 | $1,412,000 | $1,438,000 | +$26,000 | 2014-05-06 |
|---|
| Q1 2014 | XOMXXXX
EXXON MOBIL CORP | | COM | 21,461 | 22,025 | +564 | $2,172,000 | $2,151,000 | -$21,000 | 2014-05-06 |
|---|
| Q1 2014 | GNTX
GENTEX CORP | United States | COM | 13,134 | 13,154 | +20 | $433,000 | $415,000 | -$18,000 | 2014-05-06 |
|---|
| Q1 2014 | ABBV
ABBVIE INC | United States | COM | 21,303 | 22,222 | +919 | $1,125,000 | $1,142,000 | +$17,000 | 2014-05-06 |
|---|
| Q1 2014 | RY
ROYAL BK CDA MONTREAL QUE | | COM | 23,399 | 23,629 | +230 | $1,573,000 | $1,559,000 | -$14,000 | 2014-05-06 |
|---|
| Q1 2014 | STLD
STEEL DYNAMICS INC | United States | COM | 17,962 | 19,183 | +1,221 | $351,000 | $341,000 | -$10,000 | 2014-05-06 |
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| Q1 2014 | DHR
DANAHER CORP DEL | United States | COM | 17,226 | 17,841 | +615 | $1,330,000 | $1,338,000 | +$8,000 | 2014-05-06 |
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| Q1 2014 | COF
CAPITAL ONE FINL CORP | United States | COM | 10,545 | 10,548 | +3 | $808,000 | $814,000 | +$6,000 | 2014-05-06 |
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| Q1 2014 | ETN
EATON CORP PLC | | SHS | 14,112 | 14,344 | +232 | $1,074,000 | $1,078,000 | +$4,000 | 2014-05-06 |
|---|
| Q1 2014 | PSX
PHILLIPS 66 | United States | COM | 20,382 | 20,438 | +56 | $1,572,000 | $1,575,000 | +$3,000 | 2014-05-06 |
|---|
| Q1 2014 | CL
COLGATE PALMOLIVE CO | United States | COM | 20,386 | 20,521 | +135 | $1,329,000 | $1,331,000 | +$2,000 | 2014-05-06 |
|---|
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