Private Vista, LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Private Vista, LLC opened 14 positions, added to 12, reduced 6, sold out of 0 and left 1 unchanged. The largest increase in value was HEFA (+$7,790,000); the largest decrease was SDY (-$2,180,000).
- VFH: Country of operation —; Class FINANCIALS ETF; Shares 2016-06-30 15,300; Shares 2016-09-30 15,300.
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.
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