Confluence Wealth Management LLC

Q1 2014 vs. Q4 2016 13F Holdings

Period
Q1 2014
Q4 2016
Holdings as of
3/31/2014
12/31/2016
Value ($000)
$132,599
$199,833
Num holdings
82
135
Form type
13F-HR
13F-HR
Date filed
5/16/2014
2/6/2017
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q1 2014 Q4 2016 Diff Chg % Q1 2014 Q4 2016 Diff Chg %