Independence Trust CO quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Independence Trust CO opened 6 positions, added to 0, reduced 1, sold out of 5 and left 4 unchanged. The largest increase in value was MDY (+$2,096,000); the largest decrease was MDY (-$1,968,000).
- EFA: Country of operation —; Class MSCI EAFE ETF; Shares 2016-06-30 5,201; Shares 2016-09-30 5,201.
- EZM: Country of operation —; Class MDCP EARN FUND; Shares 2016-06-30 4,070; Shares 2016-09-30 4,070.
- AGG: Country of operation —; Class CORE US AGGBD ET; Shares 2016-06-30 5,875; Shares 2016-09-30 5,875.
- PPT: Country of operation —; Class SH BEN INT; Shares 2016-06-30 10,274; Shares 2016-09-30 10,274.
Two Form 13F-HR filings compared (SEC CIK 1317103): 2016-06-30 (filed 2016-07-22) and 2016-09-30 (filed 2016-10-21). 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; share change is the position change.
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