Newfound Research LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Newfound Research LLC opened 5 positions, added to 31, reduced 17, sold out of 1 and left 6 unchanged. The largest increase in value was SPY ($0); the largest decrease was JXI (-$7,208,000).
- PowerShares: Country of operation —; Class POWERSHARES GLOBAL ETF FD S&P 500 BUYWRT; Shares 2016-06-30 0; Shares 2016-09-30 76,090.
- XLV: Country of operation —; Class SELECT SECTOR SPDR TR SBI HEALTHCARE; Shares 2016-06-30 0; Shares 2016-09-30 17,745.
- XLF: Country of operation —; Class SELECT SECTOR SPDR TR SBI INT-FINL; Shares 2016-06-30 0; Shares 2016-09-30 42,727.
- XLRE: Country of operation —; Class SELECT SECTOR SPDR TR RL EST SEL SEC; Shares 2016-06-30 0; Shares 2016-09-30 6,015.
Two Form 13F-HR filings compared (SEC CIK 1630806): 2016-06-30 (filed 2016-08-09) and 2016-09-30 (filed 2016-11-08). 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; share change is the position change.
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