INTEGRATED WEALTH COUNSEL, LLC quarter change: Foreign Stocks, New
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).
- DEO: Country of operation —; Class SPON ADR NEW; Shares 2016-06-30 0; Shares 2016-09-30 133.
- CAJPY: Country of operation Japan; Class SPONSORED ADR; Shares 2016-06-30 0; Shares 2016-09-30 162.
- PKX: Country of operation —; Class SPONSORED ADR; Shares 2016-06-30 0; Shares 2016-09-30 85.
- SSL: Country of operation —; Class SPONSORED ADR; Shares 2016-06-30 0; Shares 2016-09-30 104.
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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