Point View Wealth Management, Inc. quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2016-06-30 to 2016-09-30, Point View Wealth Management, Inc. opened 20 positions, added to 8, reduced 23, sold out of 16 and left 4 unchanged. The largest increase in value was EXC (+$1,706,000); the largest decrease was EXC (-$1,886,000).
- MET: Country of operation United States; Class COM; Shares 2016-06-30 41,846; Shares 2016-09-30 44,052.
- BHP: Country of operation —; Class ADR; Shares 2016-06-30 36,269; Shares 2016-09-30 36,865.
- PRU: Country of operation United States; Class COM; Shares 2016-06-30 6,806; Shares 2016-09-30 8,790.
- BAC: Country of operation United States; Class COM; Shares 2016-06-30 48,066; Shares 2016-09-30 52,491.
Two Form 13F-HR filings compared (SEC CIK 1408103): 2016-06-30 (filed 2016-08-05) and 2016-09-30 (filed 2016-11-04). 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; share change is the position change.
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