Adviser Investments LLC Closed Holding Positions

Adviser Investments LLC

  • $7.85 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Celgene Corp
Q3 2018 Filed on Nov 14, 2018
622
N/A
ROBO
Robo Global Robotics And Autom

ETFs
Q3 2018 Filed on Nov 14, 2018
81
N/A
Spectra Energy Partners LP
Q3 2018 Filed on Nov 14, 2018
200
N/A
HPE
Hewlett Packard Enterprise CO

Technology
Q3 2018 Filed on Nov 14, 2018
3,543
$14.77 - $17.02 $52.3K - $60.3K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q3 2018 Filed on Nov 14, 2018
515
$6.26 - $7.2 $3.22K - $3.71K
EME
Emcor Group, Inc.

Industrials
Q3 2018 Filed on Nov 14, 2018
1,838
$73.88 - $80.83 $136K - $149K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q3 2018 Filed on Nov 14, 2018
1,000
N/A
MRO
Marathon Oil Corp

Energy
Q3 2018 Filed on Nov 14, 2018
1,690
$19.0 - $23.28 $32.1K - $39.3K
DXC
Dxc Technology CO

Technology
Q3 2018 Filed on Nov 14, 2018
297
$82.0 - $96.38 $24.4K - $28.6K
Pcm Inc
Q3 2018 Filed on Nov 14, 2018
1,400
N/A
VRTV
Veritiv Corp

Industrials
Q3 2018 Filed on Nov 14, 2018
2
$36.25 - $49.2 $72.5 - $98.4
Twenty First Centy Fox Inc
Q3 2018 Filed on Nov 14, 2018
30
N/A
AIR
Aar Corp

Industrials
Q3 2018 Filed on Nov 14, 2018
3,767
$42.75 - $48.62 $161K - $183K
HOLX
Hologic Inc

Healthcare
Q3 2018 Filed on Nov 14, 2018
400
$38.16 - $42.92 $15.3K - $17.2K
VRSN
Verisign Inc

Technology
Q3 2018 Filed on Nov 14, 2018
30
$138.66 - $163.65 $4.16K - $4.91K
SGH
Smart Global Holdings, Inc.

Technology
Q3 2018 Filed on Nov 14, 2018
100
$14.34 - $16.88 $1.43K - $1.69K
BERY
Berry Global Group, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
100
$45.72 - $50.82 $4.57K - $5.08K
COHU
Cohu Inc

Technology
Q3 2018 Filed on Nov 14, 2018
700
$20.95 - $27.47 $14.7K - $19.2K
NWS
News Corp New Cl B Com Stk (De

Communication Services
Q3 2018 Filed on Nov 14, 2018
6
N/A
OLN
Olin Corp

Basic Materials
Q3 2018 Filed on Nov 14, 2018
529
$25.68 - $31.58 $13.6K - $16.7K
Hsbc Hldgs PLC
Q3 2018 Filed on Nov 14, 2018
200
N/A
TEL
Te Connectivity Ltd.

Technology
Q3 2018 Filed on Nov 14, 2018
960
$87.93 - $94.92 $84.4K - $91.1K
PVH
Pvh Corp.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
17
$132.55 - $157.5 $2.25K - $2.68K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q3 2018 Filed on Nov 14, 2018
1,766
$62.51 - $67.36 $110K - $119K
Meredith Corp
Q3 2018 Filed on Nov 14, 2018
1,945
N/A
MFC
Manulife Financial Corp

Financial Services
Q3 2018 Filed on Nov 14, 2018
7,564
$17.46 - $18.78 $132K - $142K
China Mobile Limited
Q3 2018 Filed on Nov 14, 2018
16
N/A
EIX
Edison International

Utilities
Q3 2018 Filed on Nov 14, 2018
2,471
$63.85 - $69.88 $158K - $173K
DOX
Amdocs LTD

Technology
Q3 2018 Filed on Nov 14, 2018
1,000
$63.85 - $68.96 $63.9K - $69K
NXPI
Nxp Semiconductors N.V.

Technology
Q3 2018 Filed on Nov 14, 2018
713
$85.29 - $110.36 $60.8K - $78.7K
TRMB
Trimble Inc.

Technology
Q3 2018 Filed on Nov 14, 2018
400
$32.41 - $44.11 $13K - $17.6K
SANM
Sanmina Corp

Technology
Q3 2018 Filed on Nov 14, 2018
4,202
$27.5 - $31.35 $116K - $132K
SIVB
Svb Financial Group

Financial Services
Q3 2018 Filed on Nov 14, 2018
35
$289.02 - $331.24 $10.1K - $11.6K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q3 2018 Filed on Nov 14, 2018
55
$79.78 - $95.61 $4.39K - $5.26K
AN
Autonation, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
600
$41.55 - $50.48 $24.9K - $30.3K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
Q3 2018 Filed on Nov 14, 2018
4,130
$11.8 - $12.29 $48.7K - $50.8K
Ingersoll Rand PLC
Q3 2018 Filed on Nov 14, 2018
21
N/A
PNR
Pentair PLC

Industrials
Q3 2018 Filed on Nov 14, 2018
26
$41.91 - $45.31 $1.09K - $1.18K
Aon PLC
Q3 2018 Filed on Nov 14, 2018
17
N/A
TY
Tri Continental Corp

Financial Services
Q3 2018 Filed on Nov 14, 2018
2,515
$26.48 - $28.12 $66.6K - $70.7K
KEX
Kirby Corp

Industrials
Q3 2018 Filed on Nov 14, 2018
348
$76.5 - $88.0 $26.6K - $30.6K
Arconic Inc
Q2 2018 Filed on Aug 02, 2018
333
N/A
YTRA
Yatra Online, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 02, 2018
270
$5.14 - $8.03 $1.39K - $2.17K
Rydex ETF Trust
Q2 2018 Filed on Aug 02, 2018
3,154
N/A
ETSY
Etsy Inc

Consumer Cyclical
Q2 2018 Filed on Aug 02, 2018
194
$27.6 - $44.21 $5.35K - $8.58K
TPR
Tapestry, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 02, 2018
500
$43.72 - $54.64 $21.9K - $27.3K
Powershares ETF Trust
Q2 2018 Filed on Aug 02, 2018
197
N/A
American Intl Group Inc
Q2 2018 Filed on Aug 02, 2018
19
N/A
Powershares Qqq Trust
Q2 2018 Filed on Aug 02, 2018
7,226
N/A
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