Veritable, L.P. quarter change: USA ETF, Sold out
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, Veritable, L.P. opened 10 positions, added to 25, reduced 45, sold out of 7 and left 31 unchanged. The largest increase in value was VOO (+$11,688,000); the largest decrease was XLU (-$14,598,000).
- XLF: Country of operation —; Class SBI INT-FINL; Shares 2016-06-30 424,516; Shares 2016-09-30 0.
- IEF: Country of operation —; Class 7-10 Y TR BD ETF; Shares 2016-06-30 3,339; Shares 2016-09-30 0.
- INDA: Country of operation —; Class MSCI INDIA ETF; Shares 2016-06-30 10,995; Shares 2016-09-30 0.
- VONV: Country of operation —; Class VNG RUS1000VAL; Shares 2016-06-30 2,489; Shares 2016-09-30 0.
Two Form 13F-HR filings compared (SEC CIK 1300311): 2016-06-30 (filed 2016-08-15) and 2016-09-30 (filed 2016-11-14). 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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