Advertisement
Screener

Paradigm Financial Advisors, LLC Historic Quarter Change: USA Stocks, Added

Paradigm Financial Advisors, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 11 quarters from 2013-12-31 to 2016-09-30, Paradigm Financial Advisors, LLC opened 33 positions, added to 151, reduced 106 and sold out of 85.

  • Q3 2016: Stock QCOM; Country of operation United States; Class COM; Shares before 45,226.
  • Q3 2016: Stock LNG; Country of operation United States; Class COM; Shares before 13,384.
  • Q3 2016: Stock V; Country of operation United States; Class COM; Shares before 18,536.
  • Q3 2016: Stock VZ; Country of operation United States; Class COM; Shares before 8,008.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1597691), 11 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-25); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-26); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-21); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-25); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-27); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-03); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-23); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-27); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-28); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-28); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-29). 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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2016QCOM
Qualcomm Inc
United StatesCOM45,22647,268+2,042$2,422,000$3,237,000+$815,0002016-10-25
Q3 2016LNG
Cheniere Energy Inc
United StatesCOM13,38415,290+1,906$502,000$666,000+$164,0002016-10-25
Q3 2016V
Visa Inc
United StatesCOM18,53618,586+50$1,374,000$1,537,000+$163,0002016-10-25
Q3 2016VZ
Verizon Communications
United StatesCOM8,0088,044+36$447,000$418,000-$29,0002016-10-25
Q3 2016JNJ
Johnson & Johnson
United StatesCOM2,1132,116+3$256,000$250,000-$6,0002016-10-25

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet