W.G. Shaheen & Associates DBA Whitney & Co historic quarter change: USA Everything Else, Reduced
In partnership units, exchange-traded notes and anything else (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, W.G. Shaheen & Associates DBA Whitney & Co opened 27 positions, added to 205, reduced 109 and sold out of 37.
- Q3 2015: Stock TECO Energy Inc; Country of operation —; Class cs; Shares before 99,735.
- Q3 2015: Stock Marathon Oil Corp; Country of operation United States; Class cs; Shares before 63,770.
- Q3 2015: Stock Google Inc Cl A; Country of operation —; Class cs; Shares before 7,210.
- Q3 2015: Stock Sunoco Logistics Partners LP; Country of operation —; Class ml; Shares before 64,200.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1577001), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-13); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-21); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-14); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-28); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-26); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-21); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-27); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-31); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-04); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-24); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-30); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-30). 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 2013-03-31. 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).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| JNBA Financial Advisors | United States | $1.201B | 819 |
| DT Investment Partners, LLC | United States | $1.202B | 555 |
| Guardian Partners Inc. | Canada | $1.200B | 192 |
| Amplius Wealth Advisors, LLC | United States | $1.200B | 175 |
| Vivo Capital, LLC | United States | $1.203B | 46 |
| Anchor Investment Management, LLC | United States | $1.199B | 1,067 |
| Callahan Advisors, LLC | United States | $1.198B | 177 |
| SPX Gestao de Recursos Ltda | Brazil | $1.204B | 82 |
| KWMG, LLC | United States | $1.198B | 147 |
| a16z Perennial Management, L.P. | United States | $1.204B | 152 |