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WealthTrust-Arizona, LLC Historic Quarter Change: USA Everything Else, Added

WealthTrust-Arizona, LLC historic quarter change: USA Everything Else, Added

In partnership units, exchange-traded notes and anything else (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, WealthTrust-Arizona, LLC opened 13 positions, added to 2, reduced 3 and sold out of 15.

  • Q2 2016: Stock WESTERN GAS EQUITY PARTNERS; Country of operation —; Class COMUNT LTD PT; Shares before 50.
  • Q2 2014: Stock KINDER MORGAN ENERGY PARTNER; Country of operation —; Class UT LTD PARTNER; Shares before 3,290.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1424447), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-21); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-20); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-26); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-26); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-28); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-20); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-24); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-22); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-23); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-22); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-23); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-22); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-23). 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 2007-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2016WESTERN GAS EQUITY PARTNERS
CUSIP 95825R103
COMUNT LTD PT50200+150$2,000$8,000+$6,0002016-07-20
Q2 2014KINDER MORGAN ENERGY PARTNER
CUSIP 494550106
UT LTD PARTNER3,2904,925+1,635$243,000$405,000+$162,0002014-07-22

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