MILES CAPITAL, INC. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, MILES CAPITAL, INC. opened 271 positions, added to 202, reduced 616 and sold out of 220.
- Q3 2016: Stock AAPL; Country of operation United States; Class Common Stocks; Shares before 14,748.
- Q3 2016: Stock MSFT; Country of operation United States; Class Common Stocks; Shares before 20,155.
- Q3 2016: Stock KMI; Country of operation United States; Class Common Stocks; Shares before 57,666.
- Q3 2016: Stock QCOM; Country of operation United States; Class Common Stocks; Shares before 15,684.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1276151), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-12); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-27); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-12); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-12); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-12); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-19); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-13); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-05). 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 2003-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | AAPL
APPLE INC | United States | Common Stocks | 14,748 | 19,096 | +4,348 | $1,410,000 | $2,159,000 | +$749,000 | 2016-11-15 |
|---|
| Q3 2016 | MSFT
MICROSOFT CORP | United States | Common Stocks | 20,155 | 26,283 | +6,128 | $1,031,000 | $1,514,000 | +$483,000 | 2016-11-15 |
|---|
| Q3 2016 | KMI
KINDER MORGAN INC | United States | Common Stocks | 57,666 | 63,031 | +5,365 | $1,080,000 | $1,458,000 | +$378,000 | 2016-11-15 |
|---|
| Q3 2016 | QCOM
QUALCOMM INC | United States | Common Stocks | 15,684 | 17,703 | +2,019 | $840,000 | $1,213,000 | +$373,000 | 2016-11-15 |
|---|
| Q3 2016 | BRKB
BERKSHIRE HATHAWAY INC-CL B | | Common Stocks | 7,908 | 10,315 | +2,407 | $1,145,000 | $1,490,000 | +$345,000 | 2016-11-15 |
|---|
| Q3 2016 | JNJ
JOHNSON & JOHNSON | United States | Common Stocks | 8,991 | 11,953 | +2,962 | $1,091,000 | $1,412,000 | +$321,000 | 2016-11-15 |
|---|
| Q3 2016 | HUN
HUNTSMAN CORP | United States | Common Stocks | 65,262 | 71,595 | +6,333 | $878,000 | $1,165,000 | +$287,000 | 2016-11-15 |
|---|
| Q3 2016 | PEP
PEPSICO INC | United States | Common Stocks | 8,104 | 9,982 | +1,878 | $859,000 | $1,086,000 | +$227,000 | 2016-11-15 |
|---|
| Q3 2016 | AMZN
AMAZON.COM INC | United States | Common Stocks | 1,107 | 1,208 | +101 | $792,000 | $1,011,000 | +$219,000 | 2016-11-15 |
|---|
| Q3 2016 | PCAR
PACCAR INC | United States | Common Stocks | 17,777 | 19,369 | +1,592 | $922,000 | $1,139,000 | +$217,000 | 2016-11-15 |
|---|
| Q3 2016 | T
AT&T INC | United States | Common Stocks | 27,954 | 34,700 | +6,746 | $1,208,000 | $1,409,000 | +$201,000 | 2016-11-15 |
|---|
| Q3 2016 | NEE
NEXTERA ENERGY INC | United States | Common Stocks | 8,840 | 10,872 | +2,032 | $1,153,000 | $1,330,000 | +$177,000 | 2016-11-15 |
|---|
| Q3 2016 | NVDA
NVIDIA CORP | United States | Common Stocks | 4,776 | 5,761 | +985 | $225,000 | $395,000 | +$170,000 | 2016-11-15 |
|---|
| Q3 2016 | ABBV
ABBVIE INC | United States | Common Stocks | 15,732 | 18,050 | +2,318 | $974,000 | $1,138,000 | +$164,000 | 2016-11-15 |
|---|
| Q3 2016 | ARCC
ARES CAPITAL CORP | United States | Common Stocks | 58,367 | 62,460 | +4,093 | $829,000 | $968,000 | +$139,000 | 2016-11-15 |
|---|
| Q3 2016 | GILD
GILEAD SCIENCES INC | United States | Common Stocks | 12,505 | 14,881 | +2,376 | $1,043,000 | $1,177,000 | +$134,000 | 2016-11-15 |
|---|
| Q3 2016 | PFE
PFIZER INC | United States | Common Stocks | 34,270 | 39,235 | +4,965 | $1,207,000 | $1,329,000 | +$122,000 | 2016-11-15 |
|---|
| Q3 2016 | GAP
GAP INC/THE | United States | Common Stocks | 44,064 | 47,096 | +3,032 | $935,000 | $1,047,000 | +$112,000 | 2016-11-15 |
|---|
| Q3 2016 | WELL
WELLTOWER INC | United States | Common Stocks | 2,804 | 4,295 | +1,491 | $214,000 | $321,000 | +$107,000 | 2016-11-15 |
|---|
| Q3 2016 | EMR
EMERSON ELECTRIC CO | United States | Common Stocks | 16,094 | 17,226 | +1,132 | $839,000 | $939,000 | +$100,000 | 2016-11-15 |
|---|
| Q3 2016 | AFL
AFLAC INC | United States | Common Stocks | 14,022 | 15,257 | +1,235 | $1,012,000 | $1,097,000 | +$85,000 | 2016-11-15 |
|---|
| Q3 2016 | JPM
JPMORGAN CHASE & CO | United States | Common Stocks | 9,292 | 9,755 | +463 | $577,000 | $650,000 | +$73,000 | 2016-11-15 |
|---|
| Q3 2016 | HP
HELMERICH & PAYNE | United States | Common Stocks | 12,800 | 13,802 | +1,002 | $859,000 | $929,000 | +$70,000 | 2016-11-15 |
|---|
| Q3 2016 | WFC
WELLS FARGO & CO | United States | Common Stocks | 26,539 | 26,807 | +268 | $1,256,000 | $1,187,000 | -$69,000 | 2016-11-15 |
|---|
| Q3 2016 | MTB
M & T BANK CORP | United States | Common Stocks | 8,166 | 8,886 | +720 | $965,000 | $1,032,000 | +$67,000 | 2016-11-15 |
|---|
| Q3 2016 | NFLX
NETFLIX INC | United States | Common Stocks | 2,362 | 2,850 | +488 | $216,000 | $281,000 | +$65,000 | 2016-11-15 |
|---|
| Q3 2016 | MUFG
MITSUBISHI UFJ FINANCIAL GRP | | Common Stocks | 26,997 | 35,610 | +8,613 | $120,000 | $180,000 | +$60,000 | 2016-11-15 |
|---|
| Q3 2016 | PSA
PUBLIC STORAGE | United States | Common Stocks | 3,523 | 3,763 | +240 | $900,000 | $840,000 | -$60,000 | 2016-11-15 |
|---|
| Q3 2016 | TGT
TARGET CORP | United States | Common Stocks | 12,424 | 13,298 | +874 | $867,000 | $913,000 | +$46,000 | 2016-11-15 |
|---|
| Q3 2016 | RLJ
RLJ LODGING TRUST | United States | Common Stocks | 37,728 | 40,566 | +2,838 | $809,000 | $853,000 | +$44,000 | 2016-11-15 |
|---|
| Q3 2016 | UAA
UNDER ARMOUR INC-CLASS A | United States | Common Stocks | 6,044 | 7,293 | +1,249 | $243,000 | $282,000 | +$39,000 | 2016-11-15 |
|---|
| Q3 2016 | BXP
BOSTON PROPERTIES INC | United States | Common Stocks | 2,559 | 2,659 | +100 | $338,000 | $362,000 | +$24,000 | 2016-11-15 |
|---|
| Q3 2016 | UHS
UNIVERSAL HEALTH SERVICES-B | United States | Common Stocks | 1,531 | 1,844 | +313 | $205,000 | $227,000 | +$22,000 | 2016-11-15 |
|---|
| Q3 2016 | CVX
CHEVRON CORP | United States | Common Stocks | 13,196 | 13,623 | +427 | $1,383,000 | $1,402,000 | +$19,000 | 2016-11-15 |
|---|
| Q3 2016 | CRM
SALESFORCE.COM INC | United States | Common Stocks | 2,943 | 3,551 | +608 | $234,000 | $253,000 | +$19,000 | 2016-11-15 |
|---|
| Q3 2016 | VRSN
VERISIGN INC | United States | Common Stocks | 2,407 | 2,900 | +493 | $208,000 | $227,000 | +$19,000 | 2016-11-15 |
|---|
| Q3 2016 | KMB
KIMBERLY-CLARK CORP | United States | Common Stocks | 6,391 | 6,837 | +446 | $879,000 | $862,000 | -$17,000 | 2016-11-15 |
|---|
| Q3 2016 | BA
BOEING CO/THE | United States | Common Stocks | 1,543 | 1,637 | +94 | $200,000 | $216,000 | +$16,000 | 2016-11-15 |
|---|
| Q3 2016 | XOMXXXX
EXXON MOBIL CORP | | Common Stocks | 25,423 | 27,144 | +1,721 | $2,383,000 | $2,369,000 | -$14,000 | 2016-11-15 |
|---|
| Q3 2016 | KIM
KIMCO REALTY CORP | United States | Common Stocks | 28,104 | 30,107 | +2,003 | $882,000 | $872,000 | -$10,000 | 2016-11-15 |
|---|
| Q3 2016 | ENR
ENERGIZER HOLDINGS INC | United States | Common Stocks | 4,154 | 4,165 | +11 | $214,000 | $208,000 | -$6,000 | 2016-11-15 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |