Private Vista, LLC quarter change: USA Stocks, Reduced
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).
- CME: Country of operation United States; Class COM; Shares 2016-06-30 11,907; Shares 2016-09-30 9,902.
- BRKB: Country of operation —; Class CL B NEW; Shares 2016-06-30 4,583; Shares 2016-09-30 4,233.
- ABBV: Country of operation United States; Class COM; Shares 2016-06-30 4,313; Shares 2016-09-30 4,153.
- ITW: Country of operation United States; Class COM; Shares 2016-06-30 2,421; Shares 2016-09-30 2,026.
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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