Pinnacle Advisory Group, Inc. historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, Pinnacle Advisory Group, Inc. opened 83 positions, added to 180, reduced 139 and sold out of 66.
- Q3 2016: Stock BAC; Country of operation United States; Class COM; Shares before 0.
- Q3 2016: Stock MDLZ; Country of operation United States; Class CL A; Shares before 0.
- Q3 2016: Stock WMT; Country of operation United States; Class COM; Shares before 0.
- Q3 2016: Stock MCD; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1504404), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-24); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-04); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-18); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-08); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-04); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-01); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-03); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-23); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-02); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-13); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-07). 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 2010-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | BAC
BANK OF AMER | United States | COM | 0 | 27,119 | +27,119 | $0 | $434,000 | +$434,000 | 2016-10-24 |
|---|
| Q3 2016 | MDLZ
MONDELEZ INTL INC | United States | CL A | 0 | 7,194 | +7,194 | $0 | $305,000 | +$305,000 | 2016-10-24 |
|---|
| Q3 2016 | WMT
WAL-MART | United States | COM | 0 | 3,686 | +3,686 | $0 | $248,000 | +$248,000 | 2016-10-24 |
|---|
| Q3 2016 | MCD
MCDONALDS CORP | United States | COM | 0 | 2,140 | +2,140 | $0 | $245,000 | +$245,000 | 2016-10-24 |
|---|
| Q3 2016 | C
CITIGROUP INC | United States | COM NEW | 0 | 4,557 | +4,557 | $0 | $221,000 | +$221,000 | 2016-10-24 |
|---|
| Q3 2016 | KO
COCA COLA CO | United States | COM | 0 | 5,228 | +5,228 | $0 | $218,000 | +$218,000 | 2016-10-24 |
|---|
| Q3 2016 | BA
BOEING CO | United States | COM | 0 | 1,519 | +1,519 | $0 | $202,000 | +$202,000 | 2016-10-24 |
|---|
| Q2 2016 | SBR
SABINE ROYALTY TR | United States | UNIT BEN INT | 0 | 32,559 | +32,559 | $0 | $1,087,000 | +$1,087,000 | 2016-08-04 |
|---|
| Q2 2016 | BXMT
BLACKSTONE MTG TR INCE | United States | COM CL A | 0 | 13,815 | +13,815 | $0 | $382,000 | +$382,000 | 2016-08-04 |
|---|
| Q2 2016 | EXC
EXELON CORP | United States | COM | 0 | 7,210 | +7,210 | $0 | $262,000 | +$262,000 | 2016-08-04 |
|---|
| Q2 2016 | CMA
COMERICA INC | United States | COM | 0 | 5,933 | +5,933 | $0 | $244,000 | +$244,000 | 2016-08-04 |
|---|
| Q2 2016 | SLB
SCHLUMBERGER LTD | | COM | 0 | 2,857 | +2,857 | $0 | $225,000 | +$225,000 | 2016-08-04 |
|---|
| Q1 2016 | MKC
MCCORMICK & CO INC | United States | COM | 0 | 6,798 | +6,798 | $0 | $676,000 | +$676,000 | 2016-04-18 |
|---|
| Q1 2016 | AEP
AMERICAN ELEC PWR INC | United States | COM | 0 | 9,487 | +9,487 | $0 | $629,000 | +$629,000 | 2016-04-18 |
|---|
| Q1 2016 | JPM
JPMORGAN CHASE & CO | United States | COM | 0 | 4,990 | +4,990 | $0 | $295,000 | +$295,000 | 2016-04-18 |
|---|
| Q1 2016 | KO
COCA COLA CO | United States | COM | 0 | 6,118 | +6,118 | $0 | $283,000 | +$283,000 | 2016-04-18 |
|---|
| Q1 2016 | PSX
PHILLIPS 66 | United States | COM | 0 | 2,525 | +2,525 | $0 | $218,000 | +$218,000 | 2016-04-18 |
|---|
| Q1 2016 | META
FACEBOOK INC | United States | CL A | 0 | 1,880 | +1,880 | $0 | $214,000 | +$214,000 | 2016-04-18 |
|---|
| Q1 2016 | WFC
WELLS FARGO & CO NEW | United States | COM | 0 | 4,379 | +4,379 | $0 | $211,000 | +$211,000 | 2016-04-18 |
|---|
| Q1 2016 | IDA
IDACORP INC | United States | COM | 0 | 2,715 | +2,715 | $0 | $202,000 | +$202,000 | 2016-04-18 |
|---|
| Q1 2016 | NFLX
NETFLIX INC | United States | COM | 0 | 1,985 | +1,985 | $0 | $202,000 | +$202,000 | 2016-04-18 |
|---|
| Q4 2015 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 0 | 2,689 | +2,689 | $0 | $355,000 | +$355,000 | 2016-02-08 |
|---|
| Q4 2015 | BAC
BANK OF AMER | United States | COM | 0 | 17,594 | +17,594 | $0 | $296,000 | +$296,000 | 2016-02-08 |
|---|
| Q4 2015 | CIEN
CIENA CORP | United States | COM | 0 | 13,904 | +13,904 | $0 | $287,000 | +$287,000 | 2016-02-08 |
|---|
| Q4 2015 | PM
PHILIP MORRIS INTL INC | United States | COM | 0 | 2,874 | +2,874 | $0 | $252,000 | +$252,000 | 2016-02-08 |
|---|
| Q4 2015 | BMY
BRISTOL MYERS SQUIBB CO | United States | COM | 0 | 3,429 | +3,429 | $0 | $235,000 | +$235,000 | 2016-02-08 |
|---|
| Q4 2015 | WDAY
WORKDAY INC | United States | CL A | 0 | 2,839 | +2,839 | $0 | $226,000 | +$226,000 | 2016-02-08 |
|---|
| Q3 2015 | AEP
AMERICAN ELEC PWR INC | United States | COM | 0 | 8,987 | +8,987 | $0 | $511,000 | +$511,000 | 2015-11-06 |
|---|
| Q3 2015 | SO
SOUTHERN CO | United States | COM | 0 | 6,137 | +6,137 | $0 | $274,000 | +$274,000 | 2015-11-06 |
|---|
| Q3 2015 | MO
ALTRIA GROUP INC | United States | COM | 0 | 4,462 | +4,462 | $0 | $242,000 | +$242,000 | 2015-11-06 |
|---|
| Q3 2015 | EXC
EXELON CORP | United States | COM | 0 | 8,128 | +8,128 | $0 | $241,000 | +$241,000 | 2015-11-06 |
|---|
| Q3 2015 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 0 | 9,200 | +9,200 | $0 | $229,000 | +$229,000 | 2015-11-06 |
|---|
| Q2 2015 | SBR
SABINE ROYALTY TR | United States | UNIT BEN INT | 0 | 9,957 | +9,957 | $0 | $375,000 | +$375,000 | 2015-08-04 |
|---|
| Q1 2015 | META
FACEBOOK INC | United States | CL A | 0 | 2,583 | +2,583 | $0 | $212,000 | +$212,000 | 2015-05-01 |
|---|
| Q4 2014 | VECO
VEECO INSTRS INC DEL | United States | COM | 0 | 82,271 | +82,271 | $0 | $2,869,000 | +$2,869,000 | 2015-02-09 |
|---|
| Q4 2014 | INTC
INTEL CORP | United States | COM | 0 | 30,720 | +30,720 | $0 | $1,114,000 | +$1,114,000 | 2015-02-09 |
|---|
| Q4 2014 | CSCO
CISCO SYS INC | United States | COM | 0 | 12,038 | +12,038 | $0 | $334,000 | +$334,000 | 2015-02-09 |
|---|
| Q4 2014 | WDAY
WORKDAY INC | United States | CL A | 0 | 2,839 | +2,839 | $0 | $231,000 | +$231,000 | 2015-02-09 |
|---|
| Q4 2014 | CSX
CSX CORP | United States | COM | 0 | 5,973 | +5,973 | $0 | $216,000 | +$216,000 | 2015-02-09 |
|---|
| Q4 2014 | EGBN
EAGLE BANCORP | United States | COM | 0 | 5,815 | +5,815 | $0 | $206,000 | +$206,000 | 2015-02-09 |
|---|
| Q4 2014 | UAA
UNDER ARMOUR INC | United States | CL A | 0 | 3,011 | +3,011 | $0 | $204,000 | +$204,000 | 2015-02-09 |
|---|
| Q4 2014 | SCHW
SCHWAB CHARLES CORP NEW | United States | COM | 0 | 14,931 | +14,931 | $0 | $173,000 | +$173,000 | 2015-02-09 |
|---|
| Q3 2014 | ACGL
ARCH CAP GROUP LTD | | ORD | 0 | 164,598 | +164,598 | $0 | $9,006,000 | +$9,006,000 | 2014-11-03 |
|---|
| Q3 2014 | GLD
SPDR GOLD TR | United States | GOLD SHS | 0 | 14,292 | +14,292 | $0 | $1,660,000 | +$1,660,000 | 2014-11-03 |
|---|
| Q3 2014 | MSFT
MICROSOFT CORP | United States | COM | 0 | 26,778 | +26,778 | $0 | $1,241,000 | +$1,241,000 | 2014-11-03 |
|---|
| Q3 2014 | EXC
EXELON CORP | United States | COM | 0 | 9,487 | +9,487 | $0 | $323,000 | +$323,000 | 2014-11-03 |
|---|
| Q3 2014 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 0 | 15,913 | +15,913 | $0 | $235,000 | +$235,000 | 2014-11-03 |
|---|
| Q3 2014 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 0 | 5,158 | +5,158 | $0 | $207,000 | +$207,000 | 2014-11-03 |
|---|
| Q3 2014 | HD
HOME DEPOT INC | United States | COM | 0 | 2,215 | +2,215 | $0 | $203,000 | +$203,000 | 2014-11-03 |
|---|
| Q3 2014 | WMT
WAL-MART | United States | COM | 0 | 2,628 | +2,628 | $0 | $201,000 | +$201,000 | 2014-11-03 |
|---|
| Q3 2014 | META
FACEBOOK INC | United States | CL A | 0 | 2,533 | +2,533 | $0 | $200,000 | +$200,000 | 2014-11-03 |
|---|
| Q2 2014 | MMM
3M CO | United States | COM | 0 | 3,415 | +3,415 | $0 | $489,000 | +$489,000 | 2014-07-23 |
|---|
| Q2 2014 | AEP
AMERICAN ELEC PWR INC | United States | COM | 0 | 7,716 | +7,716 | $0 | $430,000 | +$430,000 | 2014-07-23 |
|---|
| Q2 2014 | COP
CONOCOPHILLIPS | United States | COM | 0 | 4,967 | +4,967 | $0 | $425,000 | +$425,000 | 2014-07-23 |
|---|
| Q2 2014 | CSCO
CISCO SYS INC | United States | COM | 0 | 15,690 | +15,690 | $0 | $389,000 | +$389,000 | 2014-07-23 |
|---|
| Q2 2014 | SLB
SCHLUMBERGER LTD | | COM | 0 | 3,245 | +3,245 | $0 | $382,000 | +$382,000 | 2014-07-23 |
|---|
| Q2 2014 | PNC
PNC FINL SVCS GROUP INC | United States | COM | 0 | 4,115 | +4,115 | $0 | $366,000 | +$366,000 | 2014-07-23 |
|---|
| Q2 2014 | NEE
NEXTERA ENERGY INC | United States | COM | 0 | 3,265 | +3,265 | $0 | $334,000 | +$334,000 | 2014-07-23 |
|---|
| Q2 2014 | PSX
PHILLIPS 66 | United States | COM | 0 | 3,849 | +3,849 | $0 | $309,000 | +$309,000 | 2014-07-23 |
|---|
| Q2 2014 | MO
ALTRIA GROUP INC | United States | COM | 0 | 5,317 | +5,317 | $0 | $223,000 | +$223,000 | 2014-07-23 |
|---|
| Q2 2014 | WU
WESTERN UN CO | United States | COM | 0 | 12,300 | +12,300 | $0 | $213,000 | +$213,000 | 2014-07-23 |
|---|
| Q2 2014 | DVN
DEVON ENERGY CORP NEW | United States | COM | 0 | 2,650 | +2,650 | $0 | $210,000 | +$210,000 | 2014-07-23 |
|---|
| Q2 2014 | PM
PHILIP MORRIS INTL INC | United States | COM | 0 | 2,382 | +2,382 | $0 | $200,000 | +$200,000 | 2014-07-23 |
|---|
| Q1 2014 | ACGL
ARCH CAP GROUP LTD | | ORD | 0 | 164,598 | +164,598 | $0 | $9,470,000 | +$9,470,000 | 2014-05-02 |
|---|
| Q1 2014 | USB
US BANCORP DEL | United States | COM NEW | 0 | 6,148 | +6,148 | $0 | $263,000 | +$263,000 | 2014-05-02 |
|---|
| Q1 2014 | PEP
PEPSICO INC | United States | COM | 0 | 2,572 | +2,572 | $0 | $215,000 | +$215,000 | 2014-05-02 |
|---|
| Q1 2014 | EGBN
EAGLE BANCORP | United States | COM | 0 | 5,930 | +5,930 | $0 | $214,000 | +$214,000 | 2014-05-02 |
|---|
| Q1 2014 | HD
HOME DEPOT INC | United States | COM | 0 | 2,654 | +2,654 | $0 | $210,000 | +$210,000 | 2014-05-02 |
|---|
| Q1 2014 | KO
COCA COLA CO | United States | COM | 0 | 5,322 | +5,322 | $0 | $206,000 | +$206,000 | 2014-05-02 |
|---|
| Q1 2014 | PAA
PLAINS ALL AMERN PIPELINE L | United States | UNIT LTD PARTN | 0 | 3,645 | +3,645 | $0 | $201,000 | +$201,000 | 2014-05-02 |
|---|
| Q4 2013 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 0 | 5,070 | +5,070 | $0 | $601,000 | +$601,000 | 2014-02-13 |
|---|
| Q4 2013 | MMM
3M CO | United States | COM | 0 | 3,340 | +3,340 | $0 | $468,000 | +$468,000 | 2014-02-13 |
|---|
| Q4 2013 | AAPL
APPLE INC | United States | COM | 0 | 828 | +828 | $0 | $464,000 | +$464,000 | 2014-02-13 |
|---|
| Q4 2013 | AMGN
AMGEN INC | United States | COM | 0 | 3,942 | +3,942 | $0 | $449,000 | +$449,000 | 2014-02-13 |
|---|
| Q4 2013 | AXP
AMERICAN EXPRESS CO | United States | COM | 0 | 3,140 | +3,140 | $0 | $284,000 | +$284,000 | 2014-02-13 |
|---|
| Q4 2013 | AEP
AMERICAN ELEC PWR INC | United States | COM | 0 | 5,566 | +5,566 | $0 | $260,000 | +$260,000 | 2014-02-13 |
|---|
| Q4 2013 | BAC
BANK OF AMER | United States | COM | 0 | 14,126 | +14,126 | $0 | $219,000 | +$219,000 | 2014-02-13 |
|---|
| Q4 2013 | DIS
DISNEY WALT CO | United States | COM | 0 | 2,743 | +2,743 | $0 | $209,000 | +$209,000 | 2014-02-13 |
|---|
| Q4 2013 | SAND
SANDSTORM GOLD LTD | | COM | 0 | 150,000 | +150,000 | $0 | $36,000 | +$36,000 | 2014-02-13 |
|---|
| Q3 2013 | WDAY
WORKDAY INC | United States | CL A | 0 | 2,900 | +2,900 | $0 | $234,000 | +$234,000 | 2013-11-07 |
|---|
| Q3 2013 | PM
PHILIP MORRIS INTL INC | United States | COM | 0 | 2,524 | +2,524 | $0 | $218,000 | +$218,000 | 2013-11-07 |
|---|
| Q3 2013 | PPG
PPG INDS INC | United States | COM | 0 | 1,228 | +1,228 | $0 | $205,000 | +$205,000 | 2013-11-07 |
|---|
| Q3 2013 | SCHW
SCHWAB CHARLES CORP NEW | United States | COM | 0 | 14,931 | +14,931 | $0 | $173,000 | +$173,000 | 2013-11-07 |
|---|
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