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 2014: Stock TY; Country of operation United States; Class Common Stock; Shares before 51,361.
- Q4 2014: Stock INTC; Country of operation United States; Class Common Stock; Shares before 110,718.
- Q4 2014: Stock SPE; Country of operation United States; Class Common Stock; Shares before 25,270.
- Q4 2014: Stock MMM; Country of operation United States; Class Common Stock; Shares before 19,948.
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 2014 | TY
TRI-CONTINENTAL CORP | United States | Common Stock | 51,361 | 91,261 | +39,900 | $1,071,000 | $1,953,000 | +$882,000 | 2015-01-12 |
|---|
| Q4 2014 | INTC
INTEL CORPORATION | United States | Common Stock | 110,718 | 122,796 | +12,078 | $3,854,000 | $4,456,000 | +$602,000 | 2015-01-12 |
|---|
| Q4 2014 | SPE
SPECIAL OPPORTUNITIES FUND | United States | Common Stock | 25,270 | 66,222 | +40,952 | $421,000 | $1,018,000 | +$597,000 | 2015-01-12 |
|---|
| Q4 2014 | MMM
3M CO | United States | Common Stock | 19,948 | 20,740 | +792 | $2,826,000 | $3,408,000 | +$582,000 | 2015-01-12 |
|---|
| Q4 2014 | MSFT
MICROSOFT CORPORATION | United States | Common Stock | 46,397 | 57,879 | +11,482 | $2,151,000 | $2,688,000 | +$537,000 | 2015-01-12 |
|---|
| Q4 2014 | BA
BOEING CO | United States | Common Stock | 1,670 | 5,056 | +3,386 | $213,000 | $657,000 | +$444,000 | 2015-01-12 |
|---|
| Q4 2014 | PFE
PFIZER INC | United States | Common Stock | 14,123 | 27,284 | +13,161 | $417,000 | $850,000 | +$433,000 | 2015-01-12 |
|---|
| Q4 2014 | T
AT&T INC | United States | Common Stock | 74,153 | 89,224 | +15,071 | $2,612,000 | $2,997,000 | +$385,000 | 2015-01-12 |
|---|
| Q4 2014 | AAPL
APPLE COMPUTER INC | United States | Common Stock | 14,009 | 16,044 | +2,035 | $1,411,000 | $1,771,000 | +$360,000 | 2015-01-12 |
|---|
| Q4 2014 | JNJ
JOHNSON & JOHNSON | United States | Common Stock | 32,766 | 36,617 | +3,851 | $3,492,000 | $3,829,000 | +$337,000 | 2015-01-12 |
|---|
| Q4 2014 | WMT
WAL-MART STORES INC | United States | Common Stock | 31,860 | 32,216 | +356 | $2,436,000 | $2,767,000 | +$331,000 | 2015-01-12 |
|---|
| Q4 2014 | CMCSA
COMCAST CORP CLASS A | United States | Common Stock | 63,082 | 63,730 | +648 | $3,392,000 | $3,697,000 | +$305,000 | 2015-01-12 |
|---|
| Q4 2014 | NVS
NOVARTIS AG ADR | | Common Stock | 5,649 | 9,025 | +3,376 | $532,000 | $836,000 | +$304,000 | 2015-01-12 |
|---|
| Q4 2014 | MCR
MFS CHARTER INCOME TRUST | United States | Common Stock | 121,718 | 144,251 | +22,533 | $1,078,000 | $1,326,000 | +$248,000 | 2015-01-12 |
|---|
| Q4 2014 | CSX
CSX CORP | United States | Common Stock | 6,250 | 9,550 | +3,300 | $200,000 | $346,000 | +$146,000 | 2015-01-12 |
|---|
| Q4 2014 | MCD
MCDONALDS CORP | United States | Common Stock | 3,192 | 4,287 | +1,095 | $303,000 | $402,000 | +$99,000 | 2015-01-12 |
|---|
| Q4 2014 | COP
CONOCOPHILLIPS | United States | Common Stock | 5,663 | 7,506 | +1,843 | $433,000 | $518,000 | +$85,000 | 2015-01-12 |
|---|
| Q4 2014 | EMR
EMERSON ELECTRIC CORP | United States | Common Stock | 35,795 | 37,670 | +1,875 | $2,240,000 | $2,325,000 | +$85,000 | 2015-01-12 |
|---|
| Q4 2014 | MA
MASTERCARD INC CL A | United States | Common Stock | 3,265 | 3,765 | +500 | $241,000 | $324,000 | +$83,000 | 2015-01-12 |
|---|
| Q4 2014 | CSCO
CISCO SYSTEMS INC | United States | Common Stock | 15,776 | 17,156 | +1,380 | $397,000 | $477,000 | +$80,000 | 2015-01-12 |
|---|
| Q4 2014 | KMB
KIMBERLY-CLARK CORP | United States | Common Stock | 4,436 | 4,738 | +302 | $477,000 | $547,000 | +$70,000 | 2015-01-12 |
|---|
| Q4 2014 | BRKB
BERKSHIRE HATHAWAY CL B | | Common Stock | 3,865 | 3,900 | +35 | $534,000 | $586,000 | +$52,000 | 2015-01-12 |
|---|
| Q4 2014 | XOMXXXX
EXXON MOBIL CORP | | Common Stock | 26,051 | 26,200 | +149 | $2,450,000 | $2,422,000 | -$28,000 | 2015-01-12 |
|---|
| Q4 2014 | KO
COCA COLA CO | United States | Common Stock | 58,857 | 59,793 | +936 | $2,510,000 | $2,524,000 | +$14,000 | 2015-01-12 |
|---|
| Q4 2014 | MRK
MERCK & CO INC NEW COM | United States | Common Stock | 10,145 | 10,413 | +268 | $601,000 | $591,000 | -$10,000 | 2015-01-12 |
|---|
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