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Disclosery

Hoxton Financial, Inc.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hoxton Financial, Inc. on XLE, newest first. How the timeline and the estimate are built.

Hoxton Financial, Inc. held 825 XLE shares at 2016-03-31 per its 13F-HR filed 2016-04-29.

the latest 13F is the newest step

  1. period ended2016-03-31
    13F 825 shares
    Change vs previous 13F +825 shares

    0.03% of the 13F portfolio, value $51,000.

    13F-HR 0001497943-16-000008 filed by Hoxton Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2015-06-30
    13F 0 shares
    Change vs previous 13F -16,662 shares

    13F-HR 0001497943-15-000004 filed by Hoxton Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2015-03-31
    13F 16,662 shares
    Change vs previous 13F +2,382 shares

    0.55% of the 13F portfolio, value $1,293,000.

    13F-HR 0001497943-15-000003 filed by Hoxton Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2014-12-31
    13F 14,280 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,130,000.

    13F-HR 0001497943-15-000001 filed by Hoxton Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).