Jacobus Wealth Management, Inc. quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Jacobus Wealth Management, Inc. opened 1 positions, added to 4, reduced 4, sold out of 0 and left 11 unchanged. The largest increase in value was Fiduciary/Claymore MLP Opportunity CEF (+$1,030,000); the largest decrease was Tortoise Energy Infrastructure CEF (-$228,000).
- Wasatch Small Cap Growth Instl: Country of operation —; Class MU; Shares 2016-06-30 0; Shares 2016-09-30 14,975.
Two Form 13F-HR filings compared (SEC CIK 1501542): 2016-06-30 (filed 2016-08-05) and 2016-09-30 (filed 2016-11-08). 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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