Adviser Investments LLC Closed Holding Positions

Adviser Investments LLC

  • $8.03 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
Praxair Inc
Q3 2018 Filed on Nov 14, 2018
207
N/A
Seagate Technology PLC
Q3 2018 Filed on Nov 14, 2018
132
N/A
Aqua America Inc
Q3 2018 Filed on Nov 14, 2018
1,752
N/A
AR
Antero Resources Corp

Energy
Q3 2018 Filed on Nov 14, 2018
2,356
$17.11 - $22.44 $40.3K - $52.9K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
75
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2018 Filed on Nov 14, 2018
159
N/A
Waddell & Reed Finl Inc
Q3 2018 Filed on Nov 14, 2018
88
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q3 2018 Filed on Nov 14, 2018
650
$68.93 - $83.19 $44.8K - $54.1K
DDD
3 D Systems Corp

Technology
Q3 2018 Filed on Nov 14, 2018
298
$12.17 - $21.61 $3.63K - $6.44K
SNAP
Snap Inc

Communication Services
Q3 2018 Filed on Nov 14, 2018
200
$8.48 - $13.65 $1.7K - $2.73K
Royal Bk Scotland Group PLC
Q3 2018 Filed on Nov 14, 2018
600
N/A
Carbon Black Inc
Q3 2018 Filed on Nov 14, 2018
500
N/A
BKI
Black Knight, Inc.

Technology
Q3 2018 Filed on Nov 14, 2018
98
$51.65 - $55.85 $5.06K - $5.47K
Ggp Inc
Q3 2018 Filed on Nov 14, 2018
2,900
N/A
NVT
N Vent Electric PLC

Industrials
Q3 2018 Filed on Nov 14, 2018
26
$24.27 - $29.42 $631 - $765
BTAI
Bio Xcel Therapeutics, Inc.

Healthcare
Q3 2018 Filed on Nov 14, 2018
151
$7.51 - $12.99 $1.13K - $1.96K
CNC
Centene Corp

Healthcare
Q3 2018 Filed on Nov 14, 2018
90
$62.03 - $73.44 $5.58K - $6.61K
EWH
Ishares Msci Hong Kong ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
2,235
$22.82 - $24.95 $51K - $55.8K
MAT
Mattel Inc

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
91
$15.2 - $17.62 $1.38K - $1.6K
SONY
Sony Group Corp

Technology
Q3 2018 Filed on Nov 14, 2018
10
$49.06 - $60.65 $491 - $607
TTE
Total Energies Se

Energy
Q3 2018 Filed on Nov 14, 2018
300
$58.87 - $65.25 $17.7K - $19.6K
EHC
Encompass Health Corp

Healthcare
Q3 2018 Filed on Nov 14, 2018
220
$54.18 - $65.51 $11.9K - $14.4K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2018 Filed on Nov 14, 2018
289
$48.86 - $51.66 $14.1K - $14.9K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
463
N/A
ENDPQ
Endo Intl PLC Ord Shs (Irl)
Q3 2018 Filed on Nov 14, 2018
122
N/A
PBA
Pembina Pipeline Corp

Energy
Q3 2018 Filed on Nov 14, 2018
1,500
$32.98 - $36.69 $49.5K - $55K
BCV
Bancroft Fund LTD

Financial Services
Q3 2018 Filed on Nov 14, 2018
3,158
$21.73 - $22.99 $68.6K - $72.6K
Cavium Inc
Q3 2018 Filed on Nov 14, 2018
485
N/A
LBRDA
Liberty Broadband Corp

Communication Services
Q3 2018 Filed on Nov 14, 2018
195
$73.45 - $84.9 $14.3K - $16.6K
SRI
Stoneridge Inc

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
700
$27.56 - $36.0 $19.3K - $25.2K
Cbs Corp New
Q3 2018 Filed on Nov 14, 2018
375
N/A
SWX
Southwest Gas Holdings, Inc.

Utilities
Q3 2018 Filed on Nov 14, 2018
300
$76.5 - $82.92 $23K - $24.9K
HYLD
Exchange Listed Funds Trust

ETFs
Q3 2018 Filed on Nov 14, 2018
141
$36.52 - $36.95 $5.15K - $5.21K
KOPN
Kopin Corp

Technology
Q3 2018 Filed on Nov 14, 2018
600
$1.98 - $3.12 $1.19K - $1.87K
OMI
Owens & Minor Inc

Healthcare
Q3 2018 Filed on Nov 14, 2018
2,286
$14.11 - $18.87 $32.3K - $43.1K
RJI
Swedish Export Credit Corp

ETFs
Q3 2018 Filed on Nov 14, 2018
2,357
$5.35 - $5.65 $12.6K - $13.3K
KE
Kimball Electronics, Inc.

Industrials
Q3 2018 Filed on Nov 14, 2018
6,410
$18.85 - $20.6 $121K - $132K
TWTR
Twitter, Inc.

Communication Services
Q3 2018 Filed on Nov 14, 2018
600
$28.46 - $46.65 $17.1K - $28K
ARCC
Ares Capital Corp

Financial Services
Q3 2018 Filed on Nov 14, 2018
422
$16.45 - $17.51 $6.94K - $7.39K
QRVO
Qorvo, Inc.

Technology
Q3 2018 Filed on Nov 14, 2018
31
$73.37 - $86.06 $2.27K - $2.67K
Alexion Pharmaceuticals Inc
Q3 2018 Filed on Nov 14, 2018
150
N/A
Perspecta Inc
Q3 2018 Filed on Nov 14, 2018
131
N/A
SYF
Synchrony Financial

Financial Services
Q3 2018 Filed on Nov 14, 2018
81
$28.94 - $34.86 $2.34K - $2.82K
Torchmark Corp
Q3 2018 Filed on Nov 14, 2018
450
N/A
Ubs Ag London Brh
Q3 2018 Filed on Nov 14, 2018
273
N/A
MDB
Mongo Db, Inc.

Technology
Q3 2018 Filed on Nov 14, 2018
248
$50.03 - $84.77 $12.4K - $21K
Reshape Lifesciences Inc
Q3 2018 Filed on Nov 14, 2018
1,666
N/A
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