Jacobus Wealth Management, Inc. quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Jacobus Wealth Management, Inc. opened 11 positions, added to 22, reduced 7, sold out of 2 and left 64 unchanged. The largest increase in value was JPM (+$1,093,000); the largest decrease was BMY (-$1,136,000).
- FTV: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 6,742.
- PSX: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 2,045.
- LLY: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 1,650.
- VFC: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 2,300.
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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