INTEGRATED WEALTH COUNSEL, LLC quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2016-06-30 to 2016-09-30, INTEGRATED WEALTH COUNSEL, LLC opened 5 positions, added to 3, reduced 0, sold out of 1 and left 1 unchanged. The largest increase in value was DEO (+$15,000); the largest decrease was BP (-$5,000).
- NVS: Country of operation —; Class SPONSORED ADR; Shares 2016-06-30 1,756; Shares 2016-09-30 1,998.
- COP: Country of operation United States; Class COM; Shares 2016-06-30 1,400; Shares 2016-09-30 1,702.
- HSBC: Country of operation —; Class SPON ADR NEW; Shares 2016-06-30 100; Shares 2016-09-30 364.
Two Form 13F-HR filings compared (SEC CIK 1110443): 2016-06-30 (filed 2016-08-04) and 2016-09-30 (filed 2016-11-09). 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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