Ledyard National Bank historic quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Ledyard National Bank opened 91 positions, added to 10, reduced 9 and sold out of 74.
- Q2 2016: Stock FEDERATED ULTRA SHORT BOND FUND 108; Country of operation —; Class Com; Shares before 561,349.
- Q2 2016: Stock FIDELITY GNMA FUND; Country of operation —; Class Com; Shares before 13,519.
- Q2 2016: Stock AMER FUNDS INVESTMENT CO OF AMERICA F2; Country of operation —; Class Com; Shares before 3,182.
- Q2 2016: Stock VANGUARD HEALTH CARE FUND-ADM; Country of operation —; Class Com; Shares before 1,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1310658), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-25); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-25); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-14); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-25); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-19); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-16); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-16); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-09); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-08); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-11); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-08). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2004-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2016 | FEDERATED ULTRA SHORT BOND FUND 108
CUSIP 31428Q747 | | Com | 561,349 | 0 | -561,349 | $5,092,000 | $0 | -$5,092,000 | 2016-07-25 |
|---|
| Q2 2016 | FIDELITY GNMA FUND
CUSIP 31617K105 | | Com | 13,519 | 0 | -13,519 | $157,000 | $0 | -$157,000 | 2016-07-25 |
|---|
| Q2 2016 | AMER FUNDS INVESTMENT CO OF AMERICA F2
CUSIP 461308827 | | Com | 3,182 | 0 | -3,182 | $109,000 | $0 | -$109,000 | 2016-07-25 |
|---|
| Q2 2016 | VANGUARD HEALTH CARE FUND-ADM
CUSIP 921908885 | | Com | 1,000 | 0 | -1,000 | $83,000 | $0 | -$83,000 | 2016-07-25 |
|---|
| Q2 2016 | IVA WORLDWIDE FUND-C
CUSIP 45070A503 | | Com | 4,437 | 0 | -4,437 | $73,000 | $0 | -$73,000 | 2016-07-25 |
|---|
| Q2 2016 | WF ADVANTAGE ASSET ALLOC FUND-C
CUSIP 94985D426 | | Com | 5,274 | 0 | -5,274 | $64,000 | $0 | -$64,000 | 2016-07-25 |
|---|
| Q2 2016 | VANGUARD WINDSOR II FUND # 73
CUSIP 922018205 | United States | Com | 1,329 | 0 | -1,329 | $45,000 | $0 | -$45,000 | 2016-07-25 |
|---|
| Q2 2016 | JP MORGAN US LARGE CAP CORE PLUS FUND 1002
CUSIP 4812A2389 | | Com | 1,314 | 0 | -1,314 | $34,000 | $0 | -$34,000 | 2016-07-25 |
|---|
| Q2 2016 | BNY MELLON MID CAP MULTI STRATEGY FD-IV
CUSIP 05569M608 | | Com | 2,348 | 0 | -2,348 | $32,000 | $0 | -$32,000 | 2016-07-25 |
|---|
| Q2 2016 | AMERICAN CENTURY EQUITY INC FUND A
CUSIP 025076407 | | Com | 3,360 | 0 | -3,360 | $28,000 | $0 | -$28,000 | 2016-07-25 |
|---|
| Q2 2016 | AMERICAN NEW WORLD FUND F2
CUSIP 649280823 | | Com | 516 | 0 | -516 | $26,000 | $0 | -$26,000 | 2016-07-25 |
|---|
| Q2 2016 | OAKMARK INTERNATIONAL FUND CL 1 #109
CUSIP 413838202 | United States | Com | 1,182 | 0 | -1,182 | $25,000 | $0 | -$25,000 | 2016-07-25 |
|---|
| Q2 2016 | VANGUARD MORGAN GROWTH FD#26
CUSIP 921928107 | | Com | 1,000 | 0 | -1,000 | $24,000 | $0 | -$24,000 | 2016-07-25 |
|---|
| Q2 2016 | FIRST EAGLE GLOBAL FUND-I
CUSIP 32008F606 | | Com | 453 | 0 | -453 | $24,000 | $0 | -$24,000 | 2016-07-25 |
|---|
| Q2 2016 | BNY MELLON SM CAP MULTI STRATEGY FD-INV
CUSIP 05569M889 | | Com | 1,603 | 0 | -1,603 | $23,000 | $0 | -$23,000 | 2016-07-25 |
|---|
| Q2 2016 | AMERICAN CENTURY GROWTH FUND
CUSIP 025083106 | United States | Com | 672 | 0 | -672 | $19,000 | $0 | -$19,000 | 2016-07-25 |
|---|
| Q2 2016 | ARTISAN INT'L VALUE FUND
CUSIP 04314H881 | United States | Com | 580 | 0 | -580 | $19,000 | $0 | -$19,000 | 2016-07-25 |
|---|
| Q2 2016 | HENNESSY FOCUS FUND INV
CUSIP 42588P700 | | Com | 257 | 0 | -257 | $18,000 | $0 | -$18,000 | 2016-07-25 |
|---|
| Q2 2016 | FIDELITY SHORT TERM BOND FUND
CUSIP 316146208 | United States | Com | 2,067 | 0 | -2,067 | $18,000 | $0 | -$18,000 | 2016-07-25 |
|---|
| Q2 2016 | INCOME FUND OF AMERICA-F2
CUSIP 453320822 | | Com | 833 | 0 | -833 | $17,000 | $0 | -$17,000 | 2016-07-25 |
|---|
| Q2 2016 | SCHWAB S&P 500 INDEX FUND
CUSIP 808509855 | United States | Com | 400 | 0 | -400 | $13,000 | $0 | -$13,000 | 2016-07-25 |
|---|
| Q2 2016 | FIRST EAGLE OVERSEAS FUND A
CUSIP 32008F101 | | Com | 409 | 0 | -409 | $9,000 | $0 | -$9,000 | 2016-07-25 |
|---|
| Q2 2016 | HARBOR INTERNATIONAL FUND
CUSIP 411511645 | | Com | 116 | 0 | -116 | $7,000 | $0 | -$7,000 | 2016-07-25 |
|---|
| Q2 2016 | LAZARD EMERGING MKT EQUITY BLEND FUND
CUSIP 52106N418 | | Com | 670 | 0 | -670 | $6,000 | $0 | -$6,000 | 2016-07-25 |
|---|
| Q2 2016 | UNITED STATES OIL FUND LP
CUSIP 91232N108 | | Com | 400 | 0 | -400 | $4,000 | $0 | -$4,000 | 2016-07-25 |
|---|
| Q2 2016 | NUVEEN QUALITY MUNICIPAL FUND INC
CUSIP 67062N103 | | Com | 154 | 0 | -154 | $2,000 | $0 | -$2,000 | 2016-07-25 |
|---|
| Q1 2016 | AMER FUNDS CAPITAL WORLD GR & INC FD A
CUSIP 140543109 | | Com | 4,910 | 0 | -4,910 | $213,000 | $0 | -$213,000 | 2016-04-14 |
|---|
| Q1 2016 | AMER FUNDS NEW PERSPECTIVE FUND A #07
CUSIP 648018109 | | Com | 5,012 | 0 | -5,012 | $181,000 | $0 | -$181,000 | 2016-04-14 |
|---|
| Q1 2016 | WASATCH LARGE CAP VALUE FUND
CUSIP 936793843 | | Com | 1,743 | 0 | -1,743 | $15,000 | $0 | -$15,000 | 2016-04-14 |
|---|
| Q1 2016 | NUVEEN SMALL CAP SELECT FUND
CUSIP 670690833 | | Com | 445 | 0 | -445 | $4,000 | $0 | -$4,000 | 2016-04-14 |
|---|
| Q4 2015 | MFC CLEARBRIDGE MLP FD
CUSIP 184692101 | | Com | 218 | 0 | -218 | $4,000 | $0 | -$4,000 | 2016-01-25 |
|---|
| Q3 2015 | AMERICAN FUNDAMENTAL INVESTORS FUND
CUSIP 360802102 | | Com | 1,288 | 0 | -1,288 | $68,000 | $0 | -$68,000 | 2015-10-19 |
|---|
| Q3 2015 | BNY MELLON EMERGING MARKETS FUND
CUSIP 05569M848 | | Com | 4,046 | 0 | -4,046 | $39,000 | $0 | -$39,000 | 2015-10-19 |
|---|
| Q3 2015 | VANGUARD MID CAP IND FUND
CUSIP 922908645 | United States | Com | 55 | 0 | -55 | $9,000 | $0 | -$9,000 | 2015-10-19 |
|---|
| Q2 2015 | NORWICH PARTNERS FUND XII
CUSIP LPNORPT12 | | Com | 0 | 0 | 0 | $279,000 | $0 | -$279,000 | 2015-07-16 |
|---|
| Q2 2015 | ETFS GOLD TRUST
CUSIP 26922Y105 | | Com | 535 | 0 | -535 | $62,000 | $0 | -$62,000 | 2015-07-16 |
|---|
| Q2 2015 | INVESTORS REAL ESTATE TR SH
CUSIP 461730103 | | Com | 668 | 0 | -668 | $5,000 | $0 | -$5,000 | 2015-07-16 |
|---|
| Q2 2015 | NUVEEN QUALITY INC MUN FD
CUSIP 670977107 | | Com | 225 | 0 | -225 | $3,000 | $0 | -$3,000 | 2015-07-16 |
|---|
| Q1 2015 | EATON VANCE HIGH YLD MUNI INC FD
CUSIP 27826M841 | United States | Com | 211,750 | 0 | -211,750 | $1,876,000 | $0 | -$1,876,000 | 2015-04-15 |
|---|
| Q1 2015 | VANGUARD GNMA ADM FD# 536
CUSIP 922031794 | | Com | 9,065 | 0 | -9,065 | $98,000 | $0 | -$98,000 | 2015-04-15 |
|---|
| Q1 2015 | THE INCOME FD OF AMERICA A #06
CUSIP 453320103 | | Com | 3,618 | 0 | -3,618 | $78,000 | $0 | -$78,000 | 2015-04-15 |
|---|
| Q1 2015 | THE GROWTH FUND OF AMERICA-A
CUSIP 399874106 | | Com | 1,560 | 0 | -1,560 | $67,000 | $0 | -$67,000 | 2015-04-15 |
|---|
| Q1 2015 | VANGUARD TOT INTL STOCK INDEX FUND
CUSIP 921909818 | United States | Com | 1,743 | 0 | -1,743 | $45,000 | $0 | -$45,000 | 2015-04-15 |
|---|
| Q1 2015 | ALLIANZGI EQUITY & CONVERTIBLE INCOME FUND
CUSIP 018829101 | | Com | 1,397 | 0 | -1,397 | $29,000 | $0 | -$29,000 | 2015-04-15 |
|---|
| Q1 2015 | VANGUARD INFLATION-PROTECTED SECURITIES FUND
CUSIP 922031869 | | Com | 1,711 | 0 | -1,711 | $23,000 | $0 | -$23,000 | 2015-04-15 |
|---|
| Q1 2015 | VICTORY MUNDER MID-CAP GROWTH FD
CUSIP 92647K838 | | Com | 457 | 0 | -457 | $19,000 | $0 | -$19,000 | 2015-04-15 |
|---|
| Q1 2015 | FPA NEW INCOME FUND
CUSIP 302544101 | | Com | 1,712 | 0 | -1,712 | $17,000 | $0 | -$17,000 | 2015-04-15 |
|---|
| Q1 2015 | AMERICAN NEW WORLD FUND F2
CUSIP 649280823 | | Com | 85 | 0 | -85 | $5,000 | $0 | -$5,000 | 2015-04-15 |
|---|
| Q4 2014 | TEMPLETON GLOBAL INCOME FUND
CUSIP 880198106 | United States | Com | 8,291 | 0 | -8,291 | $66,000 | $0 | -$66,000 | 2015-01-16 |
|---|
| Q4 2014 | BOND FUND OF AMERICA A #08
CUSIP 097873103 | | Com | 2,651 | 0 | -2,651 | $34,000 | $0 | -$34,000 | 2015-01-16 |
|---|
| Q4 2014 | BLACKROCK MUNI INTER DURATION FD
CUSIP 09253X102 | United States | Com | 213 | 0 | -213 | $3,000 | $0 | -$3,000 | 2015-01-16 |
|---|
| Q4 2014 | NUVEEN QUALITY INC MUN FD
CUSIP 670977107 | | Com | 225 | 0 | -225 | $3,000 | $0 | -$3,000 | 2015-01-16 |
|---|
| Q3 2014 | NORTHERN INTERMED T/E FUND
CUSIP 665162871 | United States | Com | 52,712 | 0 | -52,712 | $558,000 | $0 | -$558,000 | 2014-10-09 |
|---|
| Q3 2014 | VANGUARD TOT INTL STOCK INDEX FUND
CUSIP 921909818 | United States | Com | 1,743 | 0 | -1,743 | $51,000 | $0 | -$51,000 | 2014-10-09 |
|---|
| Q3 2014 | LORD ABBETT AFFILIATED FD CL A
CUSIP 544001100 | | Com | 3,087 | 0 | -3,087 | $51,000 | $0 | -$51,000 | 2014-10-09 |
|---|
| Q3 2014 | VANGUARD HGH DVD YIELD INDEX FUND
CUSIP 921946505 | | Com | 1,790 | 0 | -1,790 | $47,000 | $0 | -$47,000 | 2014-10-09 |
|---|
| Q3 2014 | PUTNAM EQUITY SPECTRUM FUND-Y
CUSIP 74676P219 | | Com | 600 | 0 | -600 | $27,000 | $0 | -$27,000 | 2014-10-09 |
|---|
| Q3 2014 | VANGUARD TOTAL INTER STK FD 113
CUSIP 921909602 | United States | Com | 535 | 0 | -535 | $9,000 | $0 | -$9,000 | 2014-10-09 |
|---|
| Q1 2014 | FEDERATED TOTAL RETURN BD FD 328
CUSIP 31428Q101 | | Com | 2,453,199 | 0 | -2,453,199 | $26,716,000 | $0 | -$26,716,000 | 2014-04-11 |
|---|
| Q1 2014 | THORNBURG INTL VALUE FUND
CUSIP 885215657 | | Com | 1,943 | 0 | -1,943 | $61,000 | $0 | -$61,000 | 2014-04-11 |
|---|
| Q1 2014 | UST AUER GROWTH FUND
CUSIP 90470K248 | | Com | 5,233 | 0 | -5,233 | $45,000 | $0 | -$45,000 | 2014-04-11 |
|---|
| Q1 2014 | JP MORGAN HIGH YIELD BOND FUND 3580
CUSIP 4812C0803 | United States | Com | 4,810 | 0 | -4,810 | $38,000 | $0 | -$38,000 | 2014-04-11 |
|---|
| Q1 2014 | AQR MANAGED FUTURES STRATEGY FUND
CUSIP 00203H842 | | Com | 2,610 | 0 | -2,610 | $27,000 | $0 | -$27,000 | 2014-04-11 |
|---|
| Q1 2014 | THE ARBITRAGE FUND-I
CUSIP 03875R205 | United States | Com | 1,908 | 0 | -1,908 | $25,000 | $0 | -$25,000 | 2014-04-11 |
|---|
| Q1 2014 | JP MORGAN TAX AWARE REAL RETURN FD 992
CUSIP 4812A2546 | | Com | 1,577 | 0 | -1,577 | $16,000 | $0 | -$16,000 | 2014-04-11 |
|---|
| Q1 2014 | VANGUARD WELLESLEY INC-ADM fd#527
CUSIP 921938205 | | Com | 203 | 0 | -203 | $12,000 | $0 | -$12,000 | 2014-04-11 |
|---|
| Q1 2014 | ZWEIG FUND INC
CUSIP 989834205 | | Com | 805 | 0 | -805 | $12,000 | $0 | -$12,000 | 2014-04-11 |
|---|
| Q1 2014 | HARBOR CAPITAL APPRECIATION FUND
CUSIP 411511504 | | Com | 150 | 0 | -150 | $8,000 | $0 | -$8,000 | 2014-04-11 |
|---|
| Q1 2014 | COLUMBIA ACORN FD CLZ #492
CUSIP 197199409 | United States | Com | 80 | 0 | -80 | $3,000 | $0 | -$3,000 | 2014-04-11 |
|---|
| Q1 2014 | CALAMOS GROWTH FD 606 CL A
CUSIP 128119302 | | Com | 38 | 0 | -38 | $2,000 | $0 | -$2,000 | 2014-04-11 |
|---|
| Q1 2014 | THE GROWTH FUND OF AMERICA F #405
CUSIP 399874403 | | Com | 30 | 0 | -30 | $1,000 | $0 | -$1,000 | 2014-04-11 |
|---|
| Q1 2014 | VANGUARD GNMA ADM FD# 536
CUSIP 922031794 | | Com | 0 | 0 | 0 | $0 | $0 | $0 | 2014-04-11 |
|---|
| Q3 2013 | FEDERATED PREMIER INTERMEDIATE MUNI INC FUND
CUSIP 31423M105 | | Com | 4,500 | 0 | -4,500 | $59,000 | $0 | -$59,000 | 2013-10-08 |
|---|
| Q3 2013 | RS GLOBAL NATURAL RESOURCES FD#1474 CL A
CUSIP 74972H705 | | Com | 1,475 | 0 | -1,475 | $52,000 | $0 | -$52,000 | 2013-10-08 |
|---|