Simplicity Solutions, LLC historic quarter change: USA Funds, New
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 7 quarters from 2014-12-31 to 2023-12-31, Simplicity Solutions, LLC opened 9 positions, added to 1, reduced 2 and sold out of 8.
- Q3 2016: Stock BLACKROCK DEBT STRAT FD INC; Country of operation —; Class COM; Shares before 0.
- Q2 2016: Stock POWERSHARES ACT MANG COMM FD; Country of operation —; Class DB OPT YLD DIV; Shares before 0.
- Q4 2015: Stock HEALTHCARE RLTY TR; Country of operation —; Class COM; Shares before 0.
- Q4 2015: Stock AMERICAN EQTY INVT LIFE HLD; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1486066), 7 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-16); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-26); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-04-28); Q3 2015 (2015-06-30 to 2015-09-30, filed 2016-04-28); Q2 2015 (2015-03-31 to 2015-06-30, filed 2016-04-28); Q1 2015 (2014-12-31 to 2015-03-31, filed 2016-04-28). 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 2014-12-31. 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).
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