Weatherstone Capital Management quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Weatherstone Capital Management opened 0 positions, added to 10, reduced 8, sold out of 3 and left 9 unchanged. The largest increase in value was AAPL (+$269,000); the largest decrease was PPL (-$243,000).
- AAPL: Country of operation United States; Class COM; Shares 2016-06-30 4,468; Shares 2016-09-30 6,157.
- KMI: Country of operation United States; Class COM; Shares 2016-06-30 11,717; Shares 2016-09-30 14,986.
- MA: Country of operation United States; Class CL A; Shares 2016-06-30 2,339; Shares 2016-09-30 3,172.
- ACN: Country of operation —; Class SHS CLASS A; Shares 2016-06-30 2,254; Shares 2016-09-30 2,636.
Two Form 13F-HR filings compared (SEC CIK 1535578): 2016-06-30 (filed 2016-08-11) 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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