Kalos Management, Inc. historic quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), over 3 quarters from 2015-12-31 to 2016-09-30, Kalos Management, Inc. opened 4 positions, added to 1, reduced 1 and sold out of 8.
- Q3 2016: Stock NAVIOS MARITIME PARTNERS L P UNIT LPI; Country of operation —; Class LPI; Shares before 0.
- Q1 2016: Stock Credit Suisse Nassau Etn Lkd To Cusing; Country of operation —; Class ETN; Shares before 0.
- Q1 2016: Stock UBS ETRACS Alerian MLP Infras ETN; Country of operation —; Class ETN; Shares before 0.
- Q1 2016: Stock AGRITEK HLDGS INC COM; Country of operation —; Class ETN; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1666788), 3 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-01); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-04). 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 2015-12-31.
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