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Point View Wealth Management, Inc. Last Quarter Change: USA Stocks, New

Point View Wealth Management, Inc. quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Point View Wealth Management, Inc. opened 5 positions, added to 33, reduced 32, sold out of 4 and left 23 unchanged. The largest increase in value was SYF (+$366,000); the largest decrease was AAPL (-$418,000).

  • SYF: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 13,059.
  • BCO: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 6,604.
  • MGA: Country of operation —; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 5,527.
  • SPGI: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 1,733.

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.

StockCountry of operationClassShares 2016-06-30Shares 2016-09-30Share changeValue 2016-06-30Value 2016-09-30Value change
SYF
Synchrony Financial Com
United StatesCOM013,059+13,059$0$366,000+$366,000
BCO
Brinks Co
United StatesCOM06,604+6,604$0$245,000+$245,000
MGA
Magna Intl Inc
COM05,527+5,527$0$237,000+$237,000
SPGI
S&P Global Inc Com
United StatesCOM01,733+1,733$0$219,000+$219,000
WSM
Williams Sonoma Inc Com Isin #
United StatesCOM03,977+3,977$0$203,000+$203,000

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