Advertisement
Screener

Sunbelt Securities, Inc. Historic Quarter Change: USA SPAC Units, Sold Out

Sunbelt Securities, Inc. historic quarter change: USA SPAC Units, Sold out

In units (a share and a warrant or right, mostly SPACs) (listed in the US), over 16 quarters from 2014-12-31 to 2026-03-31, Sunbelt Securities, Inc. opened 17 positions, added to 20, reduced 10 and sold out of 17.

  • Q3 2016: Stock ENERGY TRANSFER PRTNRS L P; Country of operation —; Class UNIT LTD PARTN; Shares before 956.
  • Q3 2016: Stock BUCKEYE PARTNERS L P; Country of operation —; Class UNIT LTD PARTN; Shares before 500.
  • Q3 2016: Stock BROOKFIELD PPTY PARTNERS L P; Country of operation —; Class UNIT LTD PARTN; Shares before 1,288.
  • Q3 2016: Stock CRESTWOOD EQUITY PARTNERS LP; Country of operation —; Class UNIT LTD PARTNER; Shares before 40.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1632932), 16 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-18); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-19); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-18); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-19). 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).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2016ENERGY TRANSFER PRTNRS L P
CUSIP 29273R109
UNIT LTD PARTN9560-956$36,380,000$0-$36,380,0002016-11-14
Q3 2016BUCKEYE PARTNERS L P
CUSIP 118230101
UNIT LTD PARTN5000-500$35,165,000$0-$35,165,0002016-11-14
Q3 2016BROOKFIELD PPTY PARTNERS L P
CUSIP G16249107
UNIT LTD PARTN1,2880-1,288$28,924,000$0-$28,924,0002016-11-14
Q3 2016CRESTWOOD EQUITY PARTNERS LP
CUSIP 226344208
UNIT LTD PARTNER400-40$810,000$0-$810,0002016-11-14
Q3 2016CARNIVAL CORP
CUSIP 143658300
UNIT 99/99/999990-9$398,000$0-$398,0002016-11-14
Q2 2016WILLIAMS PARTNERS L P NEW
CUSIP 96949L105
COM UNIT LTD PAR550-55$1,116,000$0-$1,116,0002016-08-11
Q1 2016LINN ENERGY LLC
CUSIP 536020100
UNIT LTD LIAB8,6410-8,641$11,147,000$0-$11,147,0002016-05-11
Q1 2016VANGUARD NAT RES LLC
CUSIP 92205F106
COM UNIT1480-148$441,000$0-$441,0002016-05-11
Q4 2015KKR & CO L P DEL
CUSIP 48248M102
COM UNITS4,5530-4,553$76,393,000$0-$76,393,0002016-02-11
Q4 2015NATURAL RESOURCE PARTNERS L
CUSIP 63900P103
COM UNIT L P2,9750-2,975$7,556,000$0-$7,556,0002016-02-11
Q4 2015OAKTREE CAP GROUP LLC
CUSIP 674001201
UNIT CL A1000-100$4,950,000$0-$4,950,0002016-02-11
Q4 2015SANCHEZ PRODTN PARTNER
CUSIP 79971C201
COM UNIT REPSTG2500-250$2,698,000$0-$2,698,0002016-02-11
Q4 2015RHINO RESOURCE PARTNERS LP
CUSIP 76218Y103
COM UNIT REPST3,0000-3,000$2,497,000$0-$2,497,0002016-02-11
Q4 2015EAGLE ROCK ENERGY PARTNERS L
CUSIP 26985R104
UNIT8000-800$1,016,000$0-$1,016,0002016-02-11
Q4 2015CRESTWOOD MIDSTREAM PARTNERS
CUSIP 226378107
UNIT LTD PARTNER1170-117$721,000$0-$721,0002016-02-11
Q3 2015SANCHEZ PRODTN PARTNER
CUSIP 79971C102
COM UNIT RP LTD2,5000-2,500$4,825,000$0-$4,825,0002015-11-12
Q2 2015REGENCY ENERGY PARTNERS L P
CUSIP 75885Y107
COM UNITS L P1,3410-1,341$30,663,000$0-$30,663,0002015-08-13

Similar Firms

Firm NameCountry13F ValueHoldings
DigitalBridge Group, Inc.United States$1.585B143
Nishkama Capital, LLCUnited States$1.585B52
Soltis Investment Advisors LLCUnited States$1.585B607
LAKEWOOD CAPITAL MANAGEMENT, LPUnited States$1.583B69
Vanguard National Trust CoUnited States$1.587B751
GUARDIAN WEALTH ADVISORS, LLC / NCUnited States$1.588B611
B. Riley Wealth Advisors, Inc.United States$1.579B898
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.United States$1.577B2,102
LEE DANNER & BASS INCUnited States$1.592B246
First American BankUnited States$1.594B282