Independence Trust CO historic quarter change: USA Stocks, New
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 2016: Stock HD; Country of operation United States; Class COM; Shares before 0.
- Q3 2016: Stock CMCSA; Country of operation United States; Class CL A; Shares before 0.
- Q3 2016: Stock MMM; Country of operation United States; Class COM; Shares before 0.
- Q3 2016: Stock JNJ; Country of operation United States; Class COM; Shares before 0.
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 |
|---|
| Q3 2016 | HD
HOME DEPOT INC | United States | COM | 0 | 37,679 | +37,679 | $0 | $4,849,000 | +$4,849,000 | 2016-10-21 |
|---|
| Q3 2016 | CMCSA
COMCAST CORP NEW | United States | CL A | 0 | 57,422 | +57,422 | $0 | $3,809,000 | +$3,809,000 | 2016-10-21 |
|---|
| Q3 2016 | MMM
3M CO | United States | COM | 0 | 19,643 | +19,643 | $0 | $3,462,000 | +$3,462,000 | 2016-10-21 |
|---|
| Q3 2016 | JNJ
JOHNSON & JOHNSON | United States | COM | 0 | 27,328 | +27,328 | $0 | $3,228,000 | +$3,228,000 | 2016-10-21 |
|---|
| Q3 2016 | INTC
INTEL CORP | United States | COM | 0 | 81,223 | +81,223 | $0 | $3,066,000 | +$3,066,000 | 2016-10-21 |
|---|
| Q3 2016 | CL
COLGATE PALMOLIVE CO | United States | COM | 0 | 36,532 | +36,532 | $0 | $2,708,000 | +$2,708,000 | 2016-10-21 |
|---|
| Q3 2016 | AAPL
APPLE INC | United States | COM | 0 | 23,779 | +23,779 | $0 | $2,688,000 | +$2,688,000 | 2016-10-21 |
|---|
| Q3 2016 | T
AT&T INC | United States | COM | 0 | 60,987 | +60,987 | $0 | $2,477,000 | +$2,477,000 | 2016-10-21 |
|---|
| Q3 2016 | KO
COCA COLA CO | United States | COM | 0 | 54,268 | +54,268 | $0 | $2,296,000 | +$2,296,000 | 2016-10-21 |
|---|
| Q3 2016 | WFC
WELLS FARGO & CO NEW | United States | COM | 0 | 50,945 | +50,945 | $0 | $2,255,000 | +$2,255,000 | 2016-10-21 |
|---|
| Q3 2016 | BA
BOEING CO | United States | COM | 0 | 16,070 | +16,070 | $0 | $2,117,000 | +$2,117,000 | 2016-10-21 |
|---|
| Q3 2016 | WMT
WAL-MART STORES INC | United States | COM | 0 | 27,370 | +27,370 | $0 | $1,974,000 | +$1,974,000 | 2016-10-21 |
|---|
| Q3 2016 | MSFT
MICROSOFT CORP | United States | COM | 0 | 33,373 | +33,373 | $0 | $1,922,000 | +$1,922,000 | 2016-10-21 |
|---|
| Q3 2016 | ABBV
ABBVIE INC | United States | COM | 0 | 24,403 | +24,403 | $0 | $1,539,000 | +$1,539,000 | 2016-10-21 |
|---|
| Q3 2016 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 0 | 14,922 | +14,922 | $0 | $1,316,000 | +$1,316,000 | 2016-10-21 |
|---|
| Q3 2016 | AEP
AMERICAN ELEC PWR INC | United States | COM | 0 | 17,180 | +17,180 | $0 | $1,103,000 | +$1,103,000 | 2016-10-21 |
|---|
| Q3 2016 | ABT
ABBOTT LABS | United States | COM | 0 | 25,421 | +25,421 | $0 | $1,075,000 | +$1,075,000 | 2016-10-21 |
|---|
| Q3 2016 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 0 | 4,235 | +4,235 | $0 | $612,000 | +$612,000 | 2016-10-21 |
|---|
| Q3 2016 | PFE
PFIZER INC | United States | COM | 0 | 14,474 | +14,474 | $0 | $490,000 | +$490,000 | 2016-10-21 |
|---|
| Q3 2016 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 0 | 559 | +559 | $0 | $449,000 | +$449,000 | 2016-10-21 |
|---|
| Q3 2016 | XOMXXXX
EXXON MOBIL CORP | | COM | 0 | 5,054 | +5,054 | $0 | $441,000 | +$441,000 | 2016-10-21 |
|---|
| Q3 2016 | MA
MASTERCARD INCORPORATED | United States | CL A | 0 | 3,440 | +3,440 | $0 | $350,000 | +$350,000 | 2016-10-21 |
|---|
| Q3 2016 | HONZZZZ
HONEYWELL INTL INC | | COM | 0 | 2,966 | +2,966 | $0 | $346,000 | +$346,000 | 2016-10-21 |
|---|
| Q3 2016 | SBUX
STARBUCKS CORP | United States | COM | 0 | 6,142 | +6,142 | $0 | $332,000 | +$332,000 | 2016-10-21 |
|---|
| Q3 2016 | LMT
LOCKHEED MARTIN CORP | United States | COM | 0 | 1,358 | +1,358 | $0 | $326,000 | +$326,000 | 2016-10-21 |
|---|
| Q3 2016 | NWL
NEWELL BRANDS INC | United States | COM | 0 | 5,916 | +5,916 | $0 | $311,000 | +$311,000 | 2016-10-21 |
|---|
| Q3 2016 | CAG
CONAGRA FOODS INC | United States | COM | 0 | 6,501 | +6,501 | $0 | $306,000 | +$306,000 | 2016-10-21 |
|---|
| Q3 2016 | JPM
JP MORGAN CHASE & CO | United States | COM | 0 | 4,591 | +4,591 | $0 | $306,000 | +$306,000 | 2016-10-21 |
|---|
| Q3 2016 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 0 | 1,376 | +1,376 | $0 | $294,000 | +$294,000 | 2016-10-21 |
|---|
| Q3 2016 | NEE
NEXTERA ENERGY INC | United States | COM | 0 | 2,351 | +2,351 | $0 | $288,000 | +$288,000 | 2016-10-21 |
|---|
| Q3 2016 | SLB
SCHLUMBERGER LTD | | COM | 0 | 3,593 | +3,593 | $0 | $283,000 | +$283,000 | 2016-10-21 |
|---|
| Q3 2016 | META
FACEBOOK INC | United States | CL A | 0 | 2,071 | +2,071 | $0 | $266,000 | +$266,000 | 2016-10-21 |
|---|
| Q3 2016 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 0 | 9,330 | +9,330 | $0 | $258,000 | +$258,000 | 2016-10-21 |
|---|
| Q3 2016 | CME
CME GROUP INC | United States | COM | 0 | 2,391 | +2,391 | $0 | $250,000 | +$250,000 | 2016-10-21 |
|---|
| Q3 2016 | ODFL
OLD DOMINION FGHT LINES INC | United States | COM | 0 | 3,615 | +3,615 | $0 | $248,000 | +$248,000 | 2016-10-21 |
|---|
| Q3 2016 | UNP
UNION PAC CORP | United States | COM | 0 | 2,337 | +2,337 | $0 | $228,000 | +$228,000 | 2016-10-21 |
|---|
| Q3 2016 | USB
US BANCORP DEL | United States | COM NEW | 0 | 5,012 | +5,012 | $0 | $215,000 | +$215,000 | 2016-10-21 |
|---|
| Q3 2016 | MKTX
MARKETAXESS HLDGS INC | United States | COM | 0 | 1,287 | +1,287 | $0 | $213,000 | +$213,000 | 2016-10-21 |
|---|
| Q3 2016 | KMB
KIMBERLY CLARK CORP | United States | COM | 0 | 1,675 | +1,675 | $0 | $211,000 | +$211,000 | 2016-10-21 |
|---|
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