Independence Trust CO Historic Quarter Change: USA Stocks, Added, 2014 Q2

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.

Q2 2014: Stock EPD; Country of operation United States; Class Common Stock; Shares before 32,345.
Q2 2014: Stock WMB; Country of operation United States; Class Common Stock; Shares before 9,181.
Q2 2014: Stock AAPL; Country of operation United States; Class Common Stock; Shares before 2,100.
Q2 2014: Stock HD; Country of operation United States; Class Common Stock; Shares before 41,797.

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
Q2 2014	EPD ENTERPRISE PRODUCT PARTNERS LP	United States	Common Stock	32,345	33,334	+989	$2,243,000	$2,610,000	+$367,000	2014-07-15
Q2 2014	WMB WILLIAMS COS INC.	United States	Common Stock	9,181	11,011	+1,830	$372,000	$641,000	+$269,000	2014-07-15
Q2 2014	AAPL APPLE COMPUTER INC	United States	Common Stock	2,100	14,201	+12,101	$1,127,000	$1,320,000	+$193,000	2014-07-15
Q2 2014	HD HOME DEPOT INC	United States	Common Stock	41,797	42,112	+315	$3,307,000	$3,409,000	+$102,000	2014-07-15
Q2 2014	MRK MERCK & CO INC NEW COM	United States	Common Stock	8,565	9,925	+1,360	$486,000	$574,000	+$88,000	2014-07-15
Q2 2014	BRKB BERKSHIRE HATHAWAY CL B		Common Stock	3,265	3,830	+565	$408,000	$485,000	+$77,000	2014-07-15
Q2 2014	T AT&T INC	United States	Common Stock	73,440	73,750	+310	$2,575,000	$2,608,000	+$33,000	2014-07-15
Q2 2014	KMB KIMBERLY-CLARK CORP	United States	Common Stock	4,180	4,420	+240	$461,000	$492,000	+$31,000	2014-07-15
Q2 2014	SNY SANOFI-AVENTIS-ADR		Common Stock	6,690	7,060	+370	$350,000	$375,000	+$25,000	2014-07-15
Q2 2014	WMT WAL-MART STORES INC	United States	Common Stock	31,720	32,500	+780	$2,424,000	$2,439,000	+$15,000	2014-07-15
Q2 2014	HSBC HSBC HOLDINGS PLC ADR		Common Stock	7,695	7,965	+270	$391,000	$405,000	+$14,000	2014-07-15
Q2 2014	EOG EOG RES INC	United States	Common Stock	1,323	2,151	+828	$260,000	$251,000	-$9,000	2014-07-15
Q2 2014	JPM JP MORGAN CHASE & CO	United States	Common Stock	10,640	11,050	+410	$646,000	$637,000	-$9,000	2014-07-15

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