Willingdon Wealth Management quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Willingdon Wealth Management opened 4 positions, added to 41, reduced 36, sold out of 4 and left 4 unchanged. The largest increase in value was MPT (+$2,293,000); the largest decrease was LMT (-$2,638,000).
- GEO: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 80,191.
- LYB: Country of operation —; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 23,437.
- DY: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 19,968.
- NOW: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 7,952.
Two Form 13F-HR filings compared (SEC CIK 1577773): 2016-06-30 (filed 2016-07-20) and 2016-09-30 (filed 2016-11-01). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||