Jacobus Wealth Management, Inc. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, Jacobus Wealth Management, Inc. opened 548 positions, added to 219, reduced 321 and sold out of 545.
- Q3 2016: Stock BMY; Country of operation United States; Class COM; Shares before 51,756.
- Q3 2016: Stock SON; Country of operation United States; Class COM; Shares before 20,310.
- Q3 2016: Stock AAPL; Country of operation United States; Class COM; Shares before 11,925.
- Q3 2016: Stock XOMXXXX; Country of operation —; Class COM; Shares before 9,127.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1501542), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-08); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-05); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-23); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-08); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-09); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-03); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-06); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-06); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-30); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-06); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-04). 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 2010-09-30.
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