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Independence Trust CO Historic Quarter Change: USA Stocks, Added, 2013 Q3

Independence Trust CO historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, Independence Trust CO opened 127 positions, added to 150, reduced 209 and sold out of 136.

  • Q3 2013: Stock BA; Country of operation United States; Class Common Stock; Shares before 4,660.
  • Q3 2013: Stock COP; Country of operation United States; Class Common Stock; Shares before 4,835.
  • Q3 2013: Stock PAA; Country of operation United States; Class Common Stock; Shares before 27,740.
  • Q3 2013: Stock WFC; Country of operation United States; Class Common Stock; Shares before 64,726.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1317103), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-21); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-22); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-19); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-29); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-21); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-12); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-15); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-09); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-10). 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 2004-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2013BA
BOEING CO
United StatesCommon Stock4,6605,470+810$477,000$643,000+$166,0002013-10-10
Q3 2013COP
CONOCOPHILLIPS
United StatesCommon Stock4,8355,600+765$293,000$389,000+$96,0002013-10-10
Q3 2013PAA
PLAINS ALL AMER PIPELINE LP
United StatesCommon Stock27,74028,160+420$1,548,000$1,483,000-$65,0002013-10-10
Q3 2013WFC
WELLS FARGO & CO
United StatesCommon Stock64,72665,096+370$2,671,000$2,689,000+$18,0002013-10-10
Q3 2013CSCO
CISCO SYSTEMS INC
United StatesCommon Stock12,81513,900+1,085$312,000$326,000+$14,0002013-10-10
Q3 2013MPLX
MPLX LP
United StatesCommon Stock7,1487,458+310$263,000$272,000+$9,0002013-10-10
Q3 2013HD
HOME DEPOT INC
United StatesCommon Stock41,27542,149+874$3,198,000$3,197,000-$1,0002013-10-10

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