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

Goldstein Munger & Associates quarter change: USA Stocks, Reduced

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).

  • AAPL: Country of operation United States; Class COM; Shares 2016-06-30 7,601; Shares 2016-09-30 7,526.

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
AAPL
APPLE INC
United StatesCOM7,6017,526-75$727,000$851,000+$124,000

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