NewFocus Financial Group, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, NewFocus Financial Group, LLC opened 0 positions, added to 18, reduced 7, sold out of 1 and left 2 unchanged. The largest increase in value was AAPL (+$1,452,000); the largest decrease was BEN (-$1,347,000).
- SBUX: Country of operation United States; Class COM; Shares 2016-06-30 6,724; Shares 2016-09-30 6,724.
- VRSK: Country of operation United States; Class COM; Shares 2016-06-30 3,641; Shares 2016-09-30 3,641.
Two Form 13F-HR filings compared (SEC CIK 1599212): 2016-06-30 (filed 2016-08-09) and 2016-09-30 (filed 2016-10-26). 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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