Stellar Capital Management, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2016-03-31 to 2016-06-30, Stellar Capital Management, LLC opened 0 positions, added to 22, reduced 9, sold out of 2 and left 4 unchanged. The largest increase in value was JNJ (+$325,000); the largest decrease was MCD (-$389,000).
- EW: Country of operation United States; Class COM; Shares 2016-03-31 4,230; Shares 2016-06-30 4,230.
- GIS: Country of operation United States; Class COM; Shares 2016-03-31 5,400; Shares 2016-06-30 5,400.
- UGI: Country of operation United States; Class COM; Shares 2016-03-31 5,364; Shares 2016-06-30 5,364.
- HONZZZZ: Country of operation —; Class COM; Shares 2016-03-31 3,020; Shares 2016-06-30 3,020.
Two Form 13F-HR filings compared (SEC CIK 1326918): 2016-03-31 (filed 2016-05-12) and 2016-06-30 (filed 2016-08-09). 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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