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Page Arthur B Historic Quarter Change: USA Everything Else, New

Page Arthur B historic quarter change: USA Everything Else, New

In partnership units, exchange-traded notes and anything else (listed in the US), over 12 quarters from 2013-12-31 to 2024-03-31, Page Arthur B opened 4 positions, added to 4, reduced 7 and sold out of 9.

  • Q4 2014: Stock VANGUARD TOTAL STOCK MARKET IN; Country of operation United States; Class Equity Mutual Fu; Shares before 0.
  • Q3 2014: Stock VANGUARD TOTAL STOCK MARKET IN; Country of operation —; Class Equity Mutual Fu; Shares before 0.
  • Q3 2014: Stock RS GLOBAL NATURAL RESOURCES FU; Country of operation —; Class Equity Mutual Fu; Shares before 0.
  • Q1 2014: Stock BLACKROCK NAT RESOURCE A; Country of operation —; Class Equity Mutual Fu; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1592615), 12 quarters: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-08); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-27); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-10); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-22); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-24); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-23); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-29). 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 2013-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2014VANGUARD TOTAL STOCK MARKET IN
CUSIP 922908728
United StatesEquity Mutual Fu07,722+7,722$0$398,000+$398,0002015-02-13
Q3 2014VANGUARD TOTAL STOCK MARKET IN
CUSIP 922908488
Equity Mutual Fu08,000+8,000$0$381,000+$381,0002014-11-24
Q3 2014RS GLOBAL NATURAL RESOURCES FU
CUSIP 74972H648
Equity Mutual Fu0755+755$0$27,000+$27,0002014-11-24
Q1 2014BLACKROCK NAT RESOURCE A
CUSIP 09252H108
Equity Mutual Fu02,891+2,891$0$201,000+$201,0002014-05-29

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