Jacobus Wealth Management, Inc. quarter change: Foreign Stocks, Unchanged
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, Jacobus Wealth Management, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 3 unchanged. The largest increase in value was BUD (-$1,000); the largest decrease was BP (-$110,000).
- BP: Country of operation —; Class SADR; Shares 2016-06-30 313,908; Shares 2016-09-30 313,908.
- ULXXXX: Country of operation —; Class SADR; Shares 2016-06-30 4,412; Shares 2016-09-30 4,412.
- BUD: Country of operation —; Class SADR; Shares 2016-06-30 1,000; Shares 2016-09-30 1,000.
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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