Independence Trust CO Historic Quarter Change: USA Stocks, Added, 2015 Q4

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 2015: Stock WFC; Country of operation United States; Class Common Stock; Shares before 67,815.
Q4 2015: Stock MMM; Country of operation United States; Class Common Stock; Shares before 21,900.
Q4 2015: Stock DIS; Country of operation United States; Class Common Stock; Shares before 3,875.
Q4 2015: Stock META; Country of operation United States; Class Common Stock; Shares before 4,907.

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 2015	WFC WELLS FARGO & CO	United States	Common Stock	67,815	68,605	+790	$3,482,000	$3,729,000	+$247,000	2016-01-29
Q4 2015	MMM 3M CO	United States	Common Stock	21,900	22,172	+272	$3,105,000	$3,340,000	+$235,000	2016-01-29
Q4 2015	DIS WALT DISNEY CO	United States	Common Stock	3,875	5,549	+1,674	$396,000	$583,000	+$187,000	2016-01-29
Q4 2015	META FACEBOOK INC	United States	Common Stock	4,907	5,576	+669	$441,000	$584,000	+$143,000	2016-01-29
Q4 2015	XOMXXXX EXXON MOBIL CORP		Common Stock	25,240	25,736	+496	$1,877,000	$2,006,000	+$129,000	2016-01-29
Q4 2015	AAPL APPLE COMPUTER INC	United States	Common Stock	27,739	27,934	+195	$3,060,000	$2,940,000	-$120,000	2016-01-29
Q4 2015	F FORD MOTOR COMPANY	United States	Common Stock	23,893	28,252	+4,359	$324,000	$398,000	+$74,000	2016-01-29
Q4 2015	JPM JP MORGAN CHASE & CO	United States	Common Stock	4,435	5,080	+645	$270,000	$335,000	+$65,000	2016-01-29
Q4 2015	BAC BANK OF AMERICA CORP	United States	Common Stock	34,400	35,231	+831	$536,000	$593,000	+$57,000	2016-01-29
Q4 2015	CVX CHEVRONTEXACO CORP	United States	Common Stock	3,770	3,840	+70	$297,000	$345,000	+$48,000	2016-01-29
Q4 2015	PG PROCTOR & GAMBLE	United States	Common Stock	4,788	4,908	+120	$344,000	$390,000	+$46,000	2016-01-29
Q4 2015	CPRX CATALYST PHARMACEUTICAL PARTNERS	United States	Common Stock	28,000	42,000	+14,000	$84,000	$103,000	+$19,000	2016-01-29

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