Advertisement
Screener

Newfound Research LLC Last Quarter Change: USA Preferred Shares, Added

Newfound Research LLC quarter change: USA Preferred Shares, Added

In preferred shares (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Newfound Research LLC opened 0 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was PFF (-$2,887,000); the largest decrease was PFF (-$2,887,000).

  • PFF: Country of operation —; Class ISHARES U.S. PREFERRED STOCK ETF; Shares 2016-06-30 72,376; Shares 2016-09-30 118,377.

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.

StockCountry of operationClassShares 2016-06-30Shares 2016-09-30Share changeValue 2016-06-30Value 2016-09-30Value change
PFF
iShares
ISHARES U.S. PREFERRED STOCK ETF72,376118,377+46,001$2,887,000$0-$2,887,000

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet