Adviser Investments LLC Closed Holding Positions

Adviser Investments LLC

  • $7.85 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SWX
Southwest Gas Holdings, Inc.

Utilities
Q3 2018 Filed on Nov 14, 2018
300
$76.5 - $82.92 $23K - $24.9K
VLY
Valley National Bancorp

Financial Services
Q3 2018 Filed on Nov 14, 2018
2,634
$11.25 - $13.04 $29.6K - $34.3K
Apergy Corp
Q3 2018 Filed on Nov 14, 2018
75
N/A
ESS
Essex Property Trust, Inc.

Real Estate
Q3 2018 Filed on Nov 14, 2018
356
$229.35 - $250.24 $81.6K - $89.1K
NCR
Ncr Corp

Technology
Q3 2018 Filed on Nov 14, 2018
12
$26.91 - $31.65 $323 - $380
Vivint Solar Inc
Q3 2018 Filed on Nov 14, 2018
50
N/A
Ubs Ag London Brh
Q3 2018 Filed on Nov 14, 2018
180
N/A
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q3 2018 Filed on Nov 14, 2018
4,735
$26.47 - $27.41 $125K - $130K
SIGI
Selective Insurance Group Inc

Financial Services
Q3 2018 Filed on Nov 14, 2018
4
$55.85 - $65.6 $223 - $262
EXAS
Exact Sciences Corp

Healthcare
Q3 2018 Filed on Nov 14, 2018
200
$48.29 - $80.6 $9.66K - $16.1K
VIVO
Meridian Bioscience Inc

Healthcare
Q3 2018 Filed on Nov 14, 2018
844
$14.85 - $16.35 $12.5K - $13.8K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2018 Filed on Nov 14, 2018
408
$46.24 - $54.8 $18.9K - $22.4K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
Q3 2018 Filed on Nov 14, 2018
50
$54.98 - $63.54 $2.75K - $3.18K
ALK
Alaska Air Group, Inc.

Industrials
Q3 2018 Filed on Nov 14, 2018
21
$59.01 - $70.08 $1.24K - $1.47K
UAA
Under Armour, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
460
$18.76 - $22.57 $8.63K - $10.4K
Spdr Series Trust
Q3 2018 Filed on Nov 14, 2018
344
N/A
MOS
Mosaic CO

Basic Materials
Q3 2018 Filed on Nov 14, 2018
500
$27.62 - $32.61 $13.8K - $16.3K
Td Ameritrade Hldg Corp
Q3 2018 Filed on Nov 14, 2018
100
N/A
NTCT
Netscout Systems Inc

Technology
Q3 2018 Filed on Nov 14, 2018
200
$24.15 - $31.4 $4.83K - $6.28K
WY
Weyerhaeuser CO

Real Estate
Q3 2018 Filed on Nov 14, 2018
528
$32.27 - $37.27 $17K - $19.7K
Federal Realty Invt Tr
Q3 2018 Filed on Nov 14, 2018
1,200
N/A
Dasan Zhone Solutions Inc
Q3 2018 Filed on Nov 14, 2018
2
N/A
Nordic Amern Offshore LTD
Q3 2018 Filed on Nov 14, 2018
45
N/A
Buckeye Partners L P
Q3 2018 Filed on Nov 14, 2018
4,400
N/A
INGR
Ingredion Inc

Consumer Defensive
Q3 2018 Filed on Nov 14, 2018
66
$96.3 - $113.2 $6.36K - $7.47K
SPWR
Sunpower Corp

Technology
Q3 2018 Filed on Nov 14, 2018
100
$4.17 - $5.28 $417 - $528
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
Q3 2018 Filed on Nov 14, 2018
28
$207.3 - $300.31 $5.8K - $8.41K
Penney J C Inc
Q3 2018 Filed on Nov 14, 2018
1,046
N/A
KXI
Ishares Tr Global Consumer Sta

ETFs
Q3 2018 Filed on Nov 14, 2018
164
$48.92 - $51.07 $8.02K - $8.38K
RXI
Ishares Tr

ETFs
Q3 2018 Filed on Nov 14, 2018
38
N/A
Gemphire Therapeutics Inc
Q3 2018 Filed on Nov 14, 2018
3,000
N/A
WATT
Energous Corp

Technology
Q3 2018 Filed on Nov 14, 2018
100
$9.8 - $15.73 $980 - $1.57K
EXTR
Extreme Networks Inc

Technology
Q3 2018 Filed on Nov 14, 2018
300
$5.48 - $8.96 $1.64K - $2.69K
Wgl Hldgs Inc
Q3 2018 Filed on Nov 14, 2018
1,414
N/A
Apache Corp
Q3 2018 Filed on Nov 14, 2018
1,864
N/A
CORRPRA
Corenergy Infrastructure Tr In
Q3 2018 Filed on Nov 14, 2018
500
N/A
Donegal Group Inc
Q3 2018 Filed on Nov 14, 2018
1,275
N/A
TDY
Teledyne Technologies Inc

Technology
Q3 2018 Filed on Nov 14, 2018
200
$200.16 - $247.77 $40K - $49.6K
MTN
Vail Resorts Inc

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
50
$274.11 - $301.42 $13.7K - $15.1K
Ensync Inc
Q3 2018 Filed on Nov 14, 2018
394
N/A
ABR
Arbor Realty Trust Inc

Real Estate
Q3 2018 Filed on Nov 14, 2018
2,600
$10.55 - $12.26 $27.4K - $31.9K
BRKL
Brookline Bancorp Inc

Financial Services
Q3 2018 Filed on Nov 14, 2018
1,968
$16.7 - $19.05 $32.9K - $37.5K
GLP
Global Partners LP

Energy
Q3 2018 Filed on Nov 14, 2018
1,550
$17.1 - $20.75 $26.5K - $32.2K
DGICA
Donegal Group Inc

Financial Services
Q3 2018 Filed on Nov 14, 2018
3,253
$13.61 - $15.06 $44.3K - $49K
AZTA
Azenta, Inc.

Healthcare
Q3 2018 Filed on Nov 14, 2018
650
$28.71 - $39.6 $18.7K - $25.7K
CLB
Core Laboratories N V

Energy
Q3 2018 Filed on Nov 14, 2018
400
$106.8 - $120.09 $42.7K - $48K
SNAP
Snap Inc

Communication Services
Q3 2018 Filed on Nov 14, 2018
200
$8.48 - $13.65 $1.7K - $2.73K
Noble Energy Inc
Q3 2018 Filed on Nov 14, 2018
1,343
N/A
NWE
Northwestern Corp

Utilities
Q3 2018 Filed on Nov 14, 2018
2,000
$56.75 - $61.89 $114K - $124K
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