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Private Capital Advisors, Inc. Historic Quarter Change: USA Funds, Sold Out

Private Capital Advisors, Inc. historic quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Private Capital Advisors, Inc. opened 5 positions, added to 5, reduced 10 and sold out of 5.

  • Q1 2025: Stock ALLSPRING MUNICIPAL BOND FUND; Country of operation United States; Class MF; Shares before 27,763.
  • Q2 2024: Stock EVENTIDE GILEAD FUND CLASS I; Country of operation —; Class MF; Shares before 4,528.
  • Q2 2015: Stock THE GROWTH FUND OF AMERICA CLA; Country of operation —; Class MF; Shares before 13,027.
  • Q3 2014: Stock SANDRIDGE PERMIAN TR COM UNIT; Country of operation —; Class COM; Shares before 92,600.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1350780), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-21); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-21); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-26); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-22); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-06); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-23); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-29); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-10); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-04); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-23); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-31); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-18). 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 2006-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2025ALLSPRING MUNICIPAL BOND FUND
CUSIP 949917793
United StatesMF27,7630-27,763$270,413$0-$270,4132025-05-02
Q2 2024EVENTIDE GILEAD FUND CLASS I
CUSIP 62827L658
MF4,5280-4,528$243$0-$2432024-08-02
Q2 2015THE GROWTH FUND OF AMERICA CLA
CUSIP 399874106
MF13,0270-13,027$575,000$0-$575,0002015-08-06
Q3 2014SANDRIDGE PERMIAN TR COM UNIT
CUSIP 80007A102
COM92,6000-92,600$1,175,000$0-$1,175,0002014-10-10
Q4 2013CENTRAL FD CDA LTD CL A
CUSIP 153501101
MF77,9000-77,900$1,145,000$0-$1,145,0002014-01-31

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