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.
- Q4 2013: Stock T; Country of operation United States; Class Common Stock; Shares before 66,685.
- Q4 2013: Stock OKE; Country of operation United States; Class Common Stock; Shares before 6,125.
- Q4 2013: Stock JNJ; Country of operation United States; Class Common Stock; Shares before 32,312.
- Q4 2013: Stock EPD; Country of operation United States; Class Common Stock; Shares before 31,330.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q4 2013 | T AT&T INC | United States | Common Stock | 66,685 | 72,280 | +5,595 | $2,255,000 | $2,541,000 | +$286,000 | 2014-01-14 |
| Q4 2013 | OKE ONEOK INC | United States | Common Stock | 6,125 | 9,690 | +3,565 | $327,000 | $603,000 | +$276,000 | 2014-01-14 |
| Q4 2013 | JNJ JOHNSON & JOHNSON | United States | Common Stock | 32,312 | 33,227 | +915 | $2,801,000 | $3,043,000 | +$242,000 | 2014-01-14 |
| Q4 2013 | EPD ENTERPRISE PRODUCT PARTNERS LP | United States | Common Stock | 31,330 | 32,245 | +915 | $1,912,000 | $2,138,000 | +$226,000 | 2014-01-14 |
| Q4 2013 | TY TRI-CONTINENTAL CORP | United States | Common Stock | 26,841 | 30,541 | +3,700 | $491,000 | $610,000 | +$119,000 | 2014-01-14 |
| Q4 2013 | GEL GENESIS ENERGY LP | United States | Common Stock | 6,666 | 7,596 | +930 | $334,000 | $399,000 | +$65,000 | 2014-01-14 |
| Q4 2013 | PAA PLAINS ALL AMER PIPELINE LP | United States | Common Stock | 28,160 | 28,830 | +670 | $1,483,000 | $1,493,000 | +$10,000 | 2014-01-14 |
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