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.
- Q3 2014: Stock VZ; Country of operation United States; Class COM; Shares before 79,346.
- Q3 2014: Stock AMGN; Country of operation United States; Class COM; Shares before 14,461.
- Q3 2014: Stock AAPL; Country of operation United States; Class COM; Shares before 40,583.
- Q3 2014: Stock PEP; Country of operation United States; Class COM; Shares before 67,060.
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 |
|---|
| Q3 2014 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 79,346 | 92,623 | +13,277 | $3,882,000 | $4,630,000 | +$748,000 | 2014-10-22 |
|---|
| Q3 2014 | AMGN
AMGEN INC | United States | COM | 14,461 | 14,755 | +294 | $1,712,000 | $2,072,000 | +$360,000 | 2014-10-22 |
|---|
| Q3 2014 | AAPL
APPLE INC | United States | COM | 40,583 | 40,884 | +301 | $3,771,000 | $4,119,000 | +$348,000 | 2014-10-22 |
|---|
| Q3 2014 | PEP
PEPSICO INC | United States | COM | 67,060 | 67,564 | +504 | $5,991,000 | $6,290,000 | +$299,000 | 2014-10-22 |
|---|
| Q3 2014 | ETN
EATON CORP PLC | | SHS | 14,146 | 14,413 | +267 | $1,092,000 | $913,000 | -$179,000 | 2014-10-22 |
|---|
| Q3 2014 | NEE
NEXTERA ENERGY INC | United States | COM | 22,156 | 22,363 | +207 | $2,270,000 | $2,099,000 | -$171,000 | 2014-10-22 |
|---|
| Q3 2014 | TROW
PRICE T ROWE GROUP INC | United States | COM | 39,992 | 41,354 | +1,362 | $3,376,000 | $3,242,000 | -$134,000 | 2014-10-22 |
|---|
| Q3 2014 | STLD
STEEL DYNAMICS INC | United States | COM | 21,534 | 22,664 | +1,130 | $387,000 | $512,000 | +$125,000 | 2014-10-22 |
|---|
| Q3 2014 | DVN
DEVON ENERGY CORP NEW | United States | COM | 16,174 | 17,061 | +887 | $1,284,000 | $1,163,000 | -$121,000 | 2014-10-22 |
|---|
| Q3 2014 | PH
PARKER HANNIFIN CORP | United States | COM | 12,922 | 13,181 | +259 | $1,625,000 | $1,505,000 | -$120,000 | 2014-10-22 |
|---|
| Q3 2014 | TOL
TOLL BROTHERS INC | United States | COM | 20,095 | 20,195 | +100 | $742,000 | $629,000 | -$113,000 | 2014-10-22 |
|---|
| Q3 2014 | D
DOMINION RES INC VA NEW | United States | COM | 49,785 | 50,032 | +247 | $3,561,000 | $3,457,000 | -$104,000 | 2014-10-22 |
|---|
| Q3 2014 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 22,163 | 45,566 | +23,403 | $1,735,000 | $1,836,000 | +$101,000 | 2014-10-22 |
|---|
| Q3 2014 | KO
COCA COLA CO | United States | COM | 20,400 | 22,421 | +2,021 | $864,000 | $956,000 | +$92,000 | 2014-10-22 |
|---|
| Q3 2014 | BNS
BANK N S HALIFAX | | COM | 20,175 | 20,475 | +300 | $1,344,000 | $1,266,000 | -$78,000 | 2014-10-22 |
|---|
| Q3 2014 | SYK
STRYKER CORP | United States | COM | 24,183 | 24,306 | +123 | $2,039,000 | $1,963,000 | -$76,000 | 2014-10-22 |
|---|
| Q3 2014 | ABBV
ABBVIE INC | United States | COM | 22,111 | 22,250 | +139 | $1,248,000 | $1,285,000 | +$37,000 | 2014-10-22 |
|---|
| Q3 2014 | DHI
D R HORTON INC | United States | COM | 10,862 | 11,597 | +735 | $267,000 | $238,000 | -$29,000 | 2014-10-22 |
|---|
| Q3 2014 | T
AT&T INC | United States | COM | 109,735 | 110,789 | +1,054 | $3,880,000 | $3,904,000 | +$24,000 | 2014-10-22 |
|---|
| Q3 2014 | PSX
PHILLIPS 66 | United States | COM | 20,344 | 20,401 | +57 | $1,636,000 | $1,659,000 | +$23,000 | 2014-10-22 |
|---|
| Q3 2014 | M
MACYS INC | United States | COM | 27,468 | 27,740 | +272 | $1,594,000 | $1,614,000 | +$20,000 | 2014-10-22 |
|---|
| Q3 2014 | ORCL
ORACLE CORP | United States | COM | 46,260 | 48,554 | +2,294 | $1,875,000 | $1,859,000 | -$16,000 | 2014-10-22 |
|---|
| Q3 2014 | AEP
AMERICAN ELEC PWR INC | United States | COM | 57,545 | 61,744 | +4,199 | $3,209,000 | $3,224,000 | +$15,000 | 2014-10-22 |
|---|
| Q3 2014 | DHR
DANAHER CORP DEL | United States | COM | 17,382 | 17,869 | +487 | $1,369,000 | $1,358,000 | -$11,000 | 2014-10-22 |
|---|
| Q3 2014 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 58,335 | 68,795 | +10,460 | $1,006,000 | $1,017,000 | +$11,000 | 2014-10-22 |
|---|
| Q3 2014 | MOGA
MOOG INC | United States | CL A | 17,718 | 18,748 | +1,030 | $1,291,000 | $1,282,000 | -$9,000 | 2014-10-22 |
|---|
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