Wunderlich Capital Managemnt quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-03-31 to 2024-06-30, Wunderlich Capital Managemnt opened 0 positions, added to 0, reduced 2, sold out of 1 and left 0 unchanged. The largest increase in value was BP (-$34,800); the largest decrease was DEO (-$564,766).
- ETN: Country of operation —; Class COM; Shares 2024-03-31 13,261; Shares 2024-06-30 13,014.
- BP: Country of operation —; Class ADS Common; Shares 2024-03-31 9,870; Shares 2024-06-30 9,338.
Two Form 13F-HR filings compared (SEC CIK 1599273): 2024-03-31 (filed 2024-05-15) and 2024-06-30 (filed 2024-08-14). 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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