Point View Wealth Management, Inc. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 11 quarters from 2013-12-31 to 2016-09-30, Point View Wealth Management, Inc. opened 50 positions, added to 324, reduced 337 and sold out of 22.
- Q3 2016: Stock MSFT; Country of operation United States; Class COM; Shares before 55,505.
- Q3 2016: Stock TSN; Country of operation United States; Class COM; Shares before 49,581.
- Q3 2016: Stock WDC; Country of operation United States; Class COM; Shares before 17,193.
- Q3 2016: Stock INTC; Country of operation United States; Class COM; Shares before 39,574.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1408103), 11 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-04); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-05); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-05); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-05); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-05); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-28); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-05); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-06); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-31); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-24); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-08). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2007-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | MSFT
Microsoft Corp | United States | COM | 55,505 | 55,212 | -293 | $2,840,000 | $3,180,000 | +$340,000 | 2016-11-04 |
|---|
| Q3 2016 | TSN
Tyson Foods Inc Cl Afrmly Com | United States | COM | 49,581 | 48,630 | -951 | $3,311,000 | $3,631,000 | +$320,000 | 2016-11-04 |
|---|
| Q3 2016 | WDC
Western Digital Corp | United States | COM | 17,193 | 16,938 | -255 | $813,000 | $990,000 | +$177,000 | 2016-11-04 |
|---|
| Q3 2016 | INTC
Intel | United States | COM | 39,574 | 38,695 | -879 | $1,298,000 | $1,461,000 | +$163,000 | 2016-11-04 |
|---|
| Q3 2016 | NOC
Northrop Grumman Corp Holdi | United States | COM | 11,859 | 11,775 | -84 | $2,636,000 | $2,510,000 | -$126,000 | 2016-11-04 |
|---|
| Q3 2016 | AMAT
Applied Materials Corp | United States | COM | 20,516 | 20,358 | -158 | $492,000 | $614,000 | +$122,000 | 2016-11-04 |
|---|
| Q3 2016 | CVS
CVS Health Corporation | United States | COM | 15,976 | 15,940 | -36 | $1,530,000 | $1,418,000 | -$112,000 | 2016-11-04 |
|---|
| Q3 2016 | VZ
Verizon Communications | United States | COM | 27,011 | 26,971 | -40 | $1,508,000 | $1,402,000 | -$106,000 | 2016-11-04 |
|---|
| Q3 2016 | TRN
Trinity Inds Inc Del Frmly Tex | United States | COM | 30,837 | 27,992 | -2,845 | $573,000 | $677,000 | +$104,000 | 2016-11-04 |
|---|
| Q3 2016 | SNY
Sanofi-Aventis | | COM | 17,793 | 16,861 | -932 | $745,000 | $644,000 | -$101,000 | 2016-11-04 |
|---|
| Q3 2016 | JPM
JPMorganChase | United States | COM | 25,793 | 25,568 | -225 | $1,603,000 | $1,703,000 | +$100,000 | 2016-11-04 |
|---|
| Q3 2016 | ADM
Archer Daniels Midland Co | United States | COM | 31,240 | 29,629 | -1,611 | $1,340,000 | $1,249,000 | -$91,000 | 2016-11-04 |
|---|
| Q3 2016 | BBY
Best Buy Inc | United States | COM | 13,935 | 13,273 | -662 | $426,000 | $507,000 | +$81,000 | 2016-11-04 |
|---|
| Q3 2016 | TRV
Travelers Group | United States | COM | 13,636 | 13,514 | -122 | $1,623,000 | $1,548,000 | -$75,000 | 2016-11-04 |
|---|
| Q3 2016 | F
Ford | United States | COM | 64,724 | 61,287 | -3,437 | $814,000 | $740,000 | -$74,000 | 2016-11-04 |
|---|
| Q3 2016 | DVN
Devon Energy corp New | United States | COM | 8,461 | 8,239 | -222 | $307,000 | $363,000 | +$56,000 | 2016-11-04 |
|---|
| Q3 2016 | GGT
Gabelli Multimedia Trust Inc | United States | COM | 98,681 | 97,681 | -1,000 | $696,000 | $751,000 | +$55,000 | 2016-11-04 |
|---|
| Q3 2016 | TAP
Molson Coors | | COM | 6,089 | 6,072 | -17 | $616,000 | $667,000 | +$51,000 | 2016-11-04 |
|---|
| Q3 2016 | JNJ
Johnson&Johnson | United States | COM | 8,820 | 8,636 | -184 | $1,070,000 | $1,020,000 | -$50,000 | 2016-11-04 |
|---|
| Q3 2016 | WMT
Walmart | United States | COM | 25,971 | 25,697 | -274 | $1,896,000 | $1,853,000 | -$43,000 | 2016-11-04 |
|---|
| Q3 2016 | ETR
Entergy | United States | COM | 4,305 | 4,171 | -134 | $350,000 | $320,000 | -$30,000 | 2016-11-04 |
|---|
| Q3 2016 | WHR
Whirlpool Corp | United States | COM | 5,973 | 5,967 | -6 | $995,000 | $968,000 | -$27,000 | 2016-11-04 |
|---|
| Q3 2016 | OSK
Oshkosh Corp | United States | COM | 4,741 | 4,490 | -251 | $226,000 | $251,000 | +$25,000 | 2016-11-04 |
|---|
| Q3 2016 | VLO
Valero Energy Corp | United States | COM | 15,934 | 15,801 | -133 | $813,000 | $837,000 | +$24,000 | 2016-11-04 |
|---|
| Q3 2016 | BAH
Booz Allen Hamilton | United States | COM | 11,519 | 11,446 | -73 | $341,000 | $362,000 | +$21,000 | 2016-11-04 |
|---|
| Q3 2016 | INGR
Ingredion Inc Com | United States | COM | 7,240 | 6,911 | -329 | $937,000 | $920,000 | -$17,000 | 2016-11-04 |
|---|
| Q3 2016 | WYNN
Wynn Resorts Ltd | United States | COM | 2,593 | 2,563 | -30 | $235,000 | $250,000 | +$15,000 | 2016-11-04 |
|---|
| Q3 2016 | BEN
Franklin Resources | United States | COM | 9,485 | 9,245 | -240 | $317,000 | $329,000 | +$12,000 | 2016-11-04 |
|---|
| Q3 2016 | CMCSA
Comcast Corp Voting | United States | COM | 3,283 | 3,078 | -205 | $214,000 | $204,000 | -$10,000 | 2016-11-04 |
|---|
| Q3 2016 | BA
Boeing Corp | United States | COM | 7,323 | 7,257 | -66 | $951,000 | $956,000 | +$5,000 | 2016-11-04 |
|---|
| Q3 2016 | HD
HomeDepot | United States | COM | 5,842 | 5,817 | -25 | $746,000 | $749,000 | +$3,000 | 2016-11-04 |
|---|
| Q3 2016 | HONZZZZ
Honeywell | | COM | 1,832 | 1,822 | -10 | $213,000 | $212,000 | -$1,000 | 2016-11-04 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |