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OUTFITTER ADVISORS, LTD. Historic Quarter Change: USA Everything Else, New

OUTFITTER ADVISORS, LTD. historic quarter change: USA Everything Else, New

In partnership units, exchange-traded notes and anything else (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, OUTFITTER ADVISORS, LTD. opened 6 positions, added to 15, reduced 15 and sold out of 4.

  • Q3 2016: Stock WASATCH CORE GRWTH; Country of operation —; Class MF; Shares before 0.
  • Q1 2015: Stock BECKER VL EQ RTL; Country of operation —; Class MF; Shares before 0.
  • Q2 2014: Stock VANGUARD IDX 500 ADM; Country of operation United States; Class MF; Shares before 0.
  • Q2 2014: Stock VANGUARD TTL STK IDX; Country of operation United States; Class MF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1321219), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-31); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-29); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-20); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-18); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-07); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-28); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-29); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-07); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-28); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-06); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-29); 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 2007-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2016WASATCH CORE GRWTH
CUSIP 936772201
MF03,793+3,793$0$216,000+$216,0002016-10-31
Q1 2015BECKER VL EQ RTL
CUSIP 74316J516
MF018,194+18,194$0$345,000+$345,0002015-04-28
Q2 2014VANGUARD IDX 500 ADM
CUSIP 922908710
United StatesMF07,367+7,367$0$1,332,000+$1,332,0002014-07-28
Q2 2014VANGUARD TTL STK IDX
CUSIP 922908728
United StatesMF05,192+5,192$0$257,000+$257,0002014-07-28
Q2 2014VANGUARD BAL IDX ADM
CUSIP 921931200
MF07,843+7,843$0$226,000+$226,0002014-07-28
Q4 2013VANGUARD IDX 500
CUSIP 922908108
MF01,184+1,184$0$202,000+$202,0002014-01-29

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