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FMA ADVISORY INC Historic Quarter Change: USA Everything Else, Reduced

FMA ADVISORY INC historic quarter change: USA Everything Else, Reduced

In partnership units, exchange-traded notes and anything else (listed in the US), over 6 quarters from 2013-06-30 to 2016-03-31, FMA ADVISORY INC opened 0 positions, added to 3, reduced 2 and sold out of 1.

  • Q2 2014: Stock KINDER MORGAN ENERGY PARTNER; Country of operation —; Class UT LTD PARTNER; Shares before 33,917.
  • Q1 2014: Stock KINDER MORGAN ENERGY PARTNER; Country of operation —; Class UT LTD PARTNER; Shares before 51,899.

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).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2014KINDER MORGAN ENERGY PARTNER
CUSIP 494550106
UT LTD PARTNER33,91733,442-475$2,508,000$2,749,000+$241,0002014-07-25
Q1 2014KINDER MORGAN ENERGY PARTNER
CUSIP 494550106
UT LTD PARTNER51,89933,917-17,982$4,186,000$2,508,000-$1,678,0002014-05-06

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