Private Vista, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Private Vista, LLC opened 2 positions, added to 12, reduced 5, sold out of 1 and left 6 unchanged. The largest increase in value was EME (+$1,085,000); the largest decrease was PFE (-$222,000).
- T: Country of operation United States; Class COM; Shares 2016-06-30 17,918; Shares 2016-09-30 33,403.
- MCD: Country of operation United States; Class COM; Shares 2016-06-30 3,963; Shares 2016-09-30 8,084.
- PG: Country of operation United States; Class COM; Shares 2016-06-30 5,677; Shares 2016-09-30 9,356.
- XOMXXXX: Country of operation —; Class COM; Shares 2016-06-30 6,662; Shares 2016-09-30 9,712.
Two Form 13F-HR filings compared (SEC CIK 1640638): 2016-06-30 (filed 2016-07-19) and 2016-09-30 (filed 2016-11-10). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||