Adviser Investments LLC Closed Holding Positions

Adviser Investments LLC

  • $7.85 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Powershares Db Cmdty Idx Tra
Q2 2018 Filed on Aug 02, 2018
80,832
N/A
Rydex ETF Trust
Q2 2018 Filed on Aug 02, 2018
3,154
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q2 2018 Filed on Aug 02, 2018
8
$204.04 - $245.94 $1.63K - $1.97K
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 02, 2018
1,543
N/A
YTRA
Yatra Online, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 02, 2018
270
$5.14 - $8.03 $1.39K - $2.17K
BHF
Brighthouse Financial, Inc.

Financial Services
Q2 2018 Filed on Aug 02, 2018
13
$40.07 - $51.96 $521 - $675
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 02, 2018
4,778
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 02, 2018
288
N/A
OC
Owens Corning

Industrials
Q2 2018 Filed on Aug 02, 2018
75
$61.76 - $82.1 $4.63K - $6.16K
L Brands Inc
Q2 2018 Filed on Aug 02, 2018
17
N/A
AA
Alcoa Corp

Basic Materials
Q2 2018 Filed on Aug 02, 2018
111
$44.26 - $60.23 $4.91K - $6.69K
Rydex ETF Trust
Q2 2018 Filed on Aug 02, 2018
102
N/A
Envirostar Inc
Q2 2018 Filed on Aug 02, 2018
130
N/A
HEP
Holly Energy Partners LP

Energy
Q2 2018 Filed on Aug 02, 2018
400
$27.25 - $30.17 $10.9K - $12.1K
ILF
Ishares Latin America 40 ETF

ETFs
Q2 2018 Filed on Aug 02, 2018
89,541
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 02, 2018
4,735
N/A
Fiat Chrysler Automobiles N
Q2 2018 Filed on Aug 02, 2018
182
N/A
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2018 Filed on Aug 02, 2018
35
$19.57 - $26.3 $685 - $921
RL
Ralph Lauren Corp

Consumer Cyclical
Q2 2018 Filed on Aug 02, 2018
950
$106.19 - $142.9 $101K - $136K
HEWG
Ishares Currency Hedged Msci G

ETFs
Q2 2018 Filed on Aug 02, 2018
2,295
$27.0 - $29.68 $62K - $68.1K
Monsanto CO New
Q2 2018 Filed on Aug 02, 2018
265
N/A
WTW
Willis Towers Watson PLC

Financial Services
Q2 2018 Filed on Aug 02, 2018
8
$146.0 - $158.13 $1.17K - $1.27K
Asterias Biotherapeutics Inc
Q2 2018 Filed on Aug 02, 2018
41
N/A
IBKR
Interactive Brokers Group, Inc.

Financial Services
Q2 2018 Filed on Aug 02, 2018
60
$64.41 - $79.7 $3.86K - $4.78K
Sk Telecom LTD
Q2 2018 Filed on Aug 02, 2018
1,014
N/A
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q2 2018 Filed on Aug 02, 2018
125
N/A
Rite Aid Corp
Q2 2018 Filed on Aug 02, 2018
900
N/A
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 02, 2018
84
$37.27 - $59.32 $3.13K - $4.98K
Rockwell Collins Inc
Q2 2018 Filed on Aug 02, 2018
21
N/A
Biotime Inc
Q2 2018 Filed on Aug 02, 2018
50
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 02, 2018
348
N/A
Broadcom LTD
Q2 2018 Filed on Aug 02, 2018
114
N/A
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2018 Filed on Aug 02, 2018
10
$148.67 - $183.93 $1.49K - $1.84K
FL
Foot Locker, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 02, 2018
21
$40.52 - $58.92 $851 - $1.24K
GIM
Templeton Global Income Fund

Financial Services
Q2 2018 Filed on Aug 02, 2018
5,389
$6.1 - $6.5 $32.9K - $35K
ENB
Enbridge Inc

Energy
Q2 2018 Filed on Aug 02, 2018
732
$29.27 - $35.69 $21.4K - $26.1K
ORI
Old Republic International Corp

Financial Services
Q2 2018 Filed on Aug 02, 2018
473
$19.68 - $21.84 $9.31K - $10.3K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q1 2018 Filed on May 14, 2018
17,281
N/A
LNC
Lincoln National Corp

Financial Services
Q1 2018 Filed on May 14, 2018
7,739
$70.36 - $85.91 $545K - $665K
SMB
Vaneck Short Muni ETF

ETFs
Q1 2018 Filed on May 14, 2018
10,696
N/A
USA
Liberty All Star Equity Fund

Financial Services
Q1 2018 Filed on May 14, 2018
14,553
$6.02 - $6.77 $87.6K - $98.5K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q4 2017 Filed on Feb 12, 2018
126,043
$35.29 - $38.4 $4.45M - $4.84M
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
Q4 2017 Filed on Feb 12, 2018
55,863
N/A
Ashford Hospitality Tr Inc
Q4 2017 Filed on Feb 12, 2018
10,907
N/A
LXP
Lxp Industrial Trust

Real Estate
Q4 2017 Filed on Feb 12, 2018
10,712
$9.65 - $10.59 $103K - $113K
ING
Ing Groep Nv

Financial Services
Q4 2017 Filed on Feb 12, 2018
19,254
$17.72 - $18.82 $341K - $362K
GTE
Gran Tierra Energy Inc.

Energy
Q4 2017 Filed on Feb 12, 2018
17,111
$2.02 - $2.76 $34.6K - $47.2K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q4 2017 Filed on Feb 12, 2018
30,709
$8.26 - $8.76 $254K - $269K
WAFD
Washington Federal Inc

Financial Services
Q4 2017 Filed on Feb 12, 2018
6,584
$32.95 - $35.4 $217K - $233K
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