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Goldstein Munger & Associates Last Quarter Change: USA Stocks, Added

Goldstein Munger & Associates quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Goldstein Munger & Associates opened 0 positions, added to 1, reduced 1, sold out of 1 and left 4 unchanged. The largest increase in value was GOOGL (+$359,000); the largest decrease was AMZN (-$323,000).

  • GLD: Country of operation United States; Class GOLD SHS; Shares 2016-06-30 61,429; Shares 2016-09-30 62,138.

Two Form 13F-HR filings compared (SEC CIK 1570251): 2016-06-30 (filed 2016-07-21) and 2016-09-30 (filed 2016-10-18). 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; share change is the position change.

StockCountry of operationClassShares 2016-06-30Shares 2016-09-30Share changeValue 2016-06-30Value 2016-09-30Value change
GLD
SPDR GOLD TRUST
United StatesGOLD SHS61,42962,138+709$7,769,000$7,807,000+$38,000

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