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.
- Q2 2014: Stock F; Country of operation United States; Class COM PAR $0.01; Shares before 18,708.
- Q2 2014: Stock COR; Country of operation United States; Class COM; Shares before 68,969.
- Q2 2014: Stock EPD; Country of operation United States; Class COM; Shares before 21,105.
- Q2 2014: Stock T; Country of operation United States; Class COM; Shares before 102,954.
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 |
|---|
| Q2 2014 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 18,708 | 58,335 | +39,627 | $292,000 | $1,006,000 | +$714,000 | 2014-07-25 |
|---|
| Q2 2014 | COR
AMERISOURCEBERGEN CORP | United States | COM | 68,969 | 69,041 | +72 | $4,524,000 | $5,017,000 | +$493,000 | 2014-07-25 |
|---|
| Q2 2014 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 21,105 | 22,163 | +1,058 | $1,464,000 | $1,735,000 | +$271,000 | 2014-07-25 |
|---|
| Q2 2014 | T
AT&T INC | United States | COM | 102,954 | 109,735 | +6,781 | $3,611,000 | $3,880,000 | +$269,000 | 2014-07-25 |
|---|
| Q2 2014 | PPL
PPL CORP | United States | COM | 86,333 | 87,072 | +739 | $2,861,000 | $3,094,000 | +$233,000 | 2014-07-25 |
|---|
| Q2 2014 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 77,718 | 79,346 | +1,628 | $3,697,000 | $3,882,000 | +$185,000 | 2014-07-25 |
|---|
| Q2 2014 | NEE
NEXTERA ENERGY INC | United States | COM | 21,878 | 22,156 | +278 | $2,092,000 | $2,270,000 | +$178,000 | 2014-07-25 |
|---|
| Q2 2014 | MOGA
MOOG INC | United States | CL A | 17,129 | 17,718 | +589 | $1,122,000 | $1,291,000 | +$169,000 | 2014-07-25 |
|---|
| Q2 2014 | ZBH
ZIMMER HLDGS INC | United States | COM | 15,207 | 15,440 | +233 | $1,438,000 | $1,604,000 | +$166,000 | 2014-07-25 |
|---|
| Q2 2014 | JPM
JPMORGAN CHASE & CO | United States | COM | 50,553 | 50,724 | +171 | $3,069,000 | $2,923,000 | -$146,000 | 2014-07-25 |
|---|
| Q2 2014 | TROW
PRICE T ROWE GROUP INC | United States | COM | 39,530 | 39,992 | +462 | $3,255,000 | $3,376,000 | +$121,000 | 2014-07-25 |
|---|
| Q2 2014 | ORCL
ORACLE CORP | United States | COM | 43,100 | 46,260 | +3,160 | $1,763,000 | $1,875,000 | +$112,000 | 2014-07-25 |
|---|
| Q2 2014 | ITW
ILLINOIS TOOL WKS INC | United States | COM | 15,649 | 15,661 | +12 | $1,273,000 | $1,371,000 | +$98,000 | 2014-07-25 |
|---|
| Q2 2014 | KO
COCA COLA CO | United States | COM | 20,051 | 20,400 | +349 | $775,000 | $864,000 | +$89,000 | 2014-07-25 |
|---|
| Q2 2014 | CMCSA
COMCAST CORP NEW | United States | CL A | 13,935 | 14,310 | +375 | $697,000 | $768,000 | +$71,000 | 2014-07-25 |
|---|
| Q2 2014 | STLD
STEEL DYNAMICS INC | United States | COM | 19,183 | 21,534 | +2,351 | $341,000 | $387,000 | +$46,000 | 2014-07-25 |
|---|
| Q2 2014 | PG
PROCTER & GAMBLE CO | United States | COM | 24,475 | 24,560 | +85 | $1,973,000 | $1,930,000 | -$43,000 | 2014-07-25 |
|---|
| Q2 2014 | NUE
NUCOR CORP | United States | COM | 31,909 | 31,926 | +17 | $1,613,000 | $1,572,000 | -$41,000 | 2014-07-25 |
|---|
| Q2 2014 | D
DOMINION RES INC VA NEW | United States | COM | 49,666 | 49,785 | +119 | $3,526,000 | $3,561,000 | +$35,000 | 2014-07-25 |
|---|
| Q2 2014 | TOL
TOLL BROTHERS INC | United States | COM | 19,975 | 20,095 | +120 | $717,000 | $742,000 | +$25,000 | 2014-07-25 |
|---|
| Q2 2014 | PFE
PFIZER INC | United States | COM | 20,188 | 21,506 | +1,318 | $648,000 | $638,000 | -$10,000 | 2014-07-25 |
|---|
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