Index Management Solutions, LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 9 quarters from 2013-06-30 to 2015-09-30, Index Management Solutions, LLC opened 15 positions, added to 121, reduced 5 and sold out of 36.
- Q3 2015: Stock KBA; Country of operation —; Class BOSERA MSCI CH; Shares before 9,509.
- Q2 2015: Stock VHT; Country of operation —; Class HEALTH CAR ETF; Shares before 15,037.
- Q1 2015: Stock VHT; Country of operation —; Class HEALTH CAR ETF; Shares before 15,322.
- Q1 2014: Stock BDJ; Country of operation —; Class COM; Shares before 119,109.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1579671), 9 quarters: Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). 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 2013-06-30.
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