Newfound Research LLC Historic Quarter Change: USA Stocks, Reduced

Newfound Research LLC historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 3 quarters from 2015-12-31 to 2016-09-30, Newfound Research LLC opened 84 positions, added to 13, reduced 7 and sold out of 1.

Q3 2016: Stock CVS; Country of operation United States; Class EQUITY; Shares before 18.
Q3 2016: Stock WHR; Country of operation United States; Class EQUITY; Shares before 9.
Q3 2016: Stock LNC; Country of operation United States; Class EQUITY; Shares before 38.
Q3 2016: Stock GT; Country of operation United States; Class EQUITY; Shares before 48.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1630806), 3 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-08); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11). 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.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q3 2016	CVS CVS Health Corporation	United States	EQUITY	18	17	-1	$2,000	$0	-$2,000	2016-11-08
Q3 2016	WHR Whirlpool Corp.	United States	EQUITY	9	8	-1	$2,000	$0	-$2,000	2016-11-08
Q3 2016	LNC Lincoln National Corporation	United States	EQUITY	38	37	-1	$1,000	$0	-$1,000	2016-11-08
Q3 2016	GT The Goodyear Tire & Rubber Company	United States	EQUITY	48	43	-5	$1,000	$0	-$1,000	2016-11-08
Q3 2016	JBL Jabil Circuit Inc.	United States	EQUITY	53	52	-1	$1,000	$0	-$1,000	2016-11-08
Q3 2016	MS Morgan Stanley	United States	EQUITY	31	30	-1	$1,000	$0	-$1,000	2016-11-08
Q3 2016	MCK McKesson Corporation	United States	EQUITY	2	1	-1	$0	$0	$0	2016-11-08

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