Kalos Management, Inc. quarter change: USA Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Kalos Management, Inc. opened 0 positions, added to 1, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was MONOGRAM RESIDENTIAL TR INC COM (+$8,000); the largest decrease was FS INVT CORP COM (-$66,000).
- MONOGRAM RESIDENTIAL TR INC COM: Country of operation —; Class COM; Shares 2016-06-30 16,915; Shares 2016-09-30 16,993.
Two Form 13F-HR filings compared (SEC CIK 1666788): 2016-06-30 (filed 2016-08-01) and 2016-09-30 (filed 2016-11-15). 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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