Adviser Investments LLC Closed Holding Positions

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SGU
Star Group, L.P.

Energy
Q3 2018 Filed on Nov 14, 2018
2,000
$9.28 - $9.92 $18.6K - $19.8K
CVNA
Carvana Co.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
500
$41.12 - $70.82 $20.6K - $35.4K
NWL
Newell Brands Inc.

Consumer Defensive
Q3 2018 Filed on Nov 14, 2018
500
$20.3 - $27.84 $10.2K - $13.9K
MCRB
Seres Therapeutics, Inc.

Healthcare
Q3 2018 Filed on Nov 14, 2018
1,000
$7.33 - $9.23 $7.33K - $9.23K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q3 2018 Filed on Nov 14, 2018
1,000
N/A
SSYS
Stratasys Ltd.

Technology
Q3 2018 Filed on Nov 14, 2018
24
$19.1 - $25.73 $458 - $618
FE
Firstenergy Corp

Utilities
Q3 2018 Filed on Nov 14, 2018
2,226
$34.55 - $38.13 $76.9K - $84.9K
HIW
Highwoods Properties, Inc.

Real Estate
Q3 2018 Filed on Nov 14, 2018
200
$46.1 - $51.71 $9.22K - $10.3K
LSXMA
Liberty Media Corp

Communication Services
Q3 2018 Filed on Nov 14, 2018
783
$41.11 - $47.68 $32.2K - $37.3K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q3 2018 Filed on Nov 14, 2018
521
$4.75 - $4.86 $2.47K - $2.53K
MAIN
Main Street Capital Corp

Financial Services
Q3 2018 Filed on Nov 14, 2018
1,150
$38.05 - $40.68 $43.8K - $46.8K
ARCC
Ares Capital Corp

Financial Services
Q3 2018 Filed on Nov 14, 2018
422
$16.45 - $17.51 $6.94K - $7.39K
Cigna Corporation
Q3 2018 Filed on Nov 14, 2018
932
N/A
AWR
American States Water CO

Utilities
Q3 2018 Filed on Nov 14, 2018
500
$58.12 - $61.52 $29.1K - $30.8K
Chemical Finl Corp
Q3 2018 Filed on Nov 14, 2018
933
N/A
BCO
Brinks CO

Industrials
Q3 2018 Filed on Nov 14, 2018
648
$69.75 - $84.5 $45.2K - $54.8K
Marvell Technology Group LTD
Q3 2018 Filed on Nov 14, 2018
2,150
N/A
CSGS
Csg Systems International Inc

Technology
Q3 2018 Filed on Nov 14, 2018
1,900
$36.67 - $42.3 $69.7K - $80.4K
Usa Technologies Inc
Q3 2018 Filed on Nov 14, 2018
700
N/A
Williams Partners L P New
Q3 2018 Filed on Nov 14, 2018
424
N/A
ADSK
Autodesk, Inc.

Technology
Q3 2018 Filed on Nov 14, 2018
171
$127.0 - $157.2 $21.7K - $26.9K
Bancorp New Jersey Inc New
Q3 2018 Filed on Nov 14, 2018
90
N/A
Fitbit Inc
Q3 2018 Filed on Nov 14, 2018
70
N/A
PAAS
Pan American Silver Corp

Basic Materials
Q3 2018 Filed on Nov 14, 2018
2,740
$14.36 - $18.31 $39.3K - $50.2K
THG
Hanover Insurance Group, Inc.

Financial Services
Q3 2018 Filed on Nov 14, 2018
1,311
$115.28 - $130.49 $151K - $171K
MDU
Mdu Resources Group Inc

Industrials
Q3 2018 Filed on Nov 14, 2018
472
$25.35 - $29.6 $12K - $14K
Dell Technologies Inc
Q3 2018 Filed on Nov 14, 2018
895
N/A
TM
Toyota Motor Corp

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
400
$119.18 - $134.98 $47.7K - $54K
IVZ
Invesco Ltd.

Financial Services
Q3 2018 Filed on Nov 14, 2018
1,800
$22.88 - $27.36 $41.2K - $49.2K
FLR
Fluor Corp

Industrials
Q3 2018 Filed on Nov 14, 2018
54
$48.09 - $59.43 $2.6K - $3.21K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
50
$26.43 - $51.19 $1.32K - $2.56K
EMN
Eastman Chemical CO

Basic Materials
Q3 2018 Filed on Nov 14, 2018
37
$95.72 - $103.62 $3.54K - $3.83K
ILMN
Illumina, Inc.

Healthcare
Q3 2018 Filed on Nov 14, 2018
331
$279.04 - $367.06 $92.4K - $121K
MGA
Magna International Inc

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
125
$51.98 - $61.37 $6.5K - $7.67K
CNQ
Canadian Natural Resources LTD

Energy
Q3 2018 Filed on Nov 14, 2018
1,000
$31.6 - $37.34 $31.6K - $37.3K
Meredith Corp
Q3 2018 Filed on Nov 14, 2018
1,945
N/A
RYN
Rayonier Inc

Real Estate
Q3 2018 Filed on Nov 14, 2018
252
$33.44 - $39.41 $8.43K - $9.93K
Tech Data Corp
Q3 2018 Filed on Nov 14, 2018
1,227
N/A
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
Q3 2018 Filed on Nov 14, 2018
301
$114.32 - $120.82 $34.4K - $36.4K
ASIX
Advan Six Inc.

Basic Materials
Q3 2018 Filed on Nov 14, 2018
51
$32.32 - $40.47 $1.65K - $2.06K
MUR
Murphy Oil Corp

Energy
Q3 2018 Filed on Nov 14, 2018
45
$29.46 - $34.21 $1.33K - $1.54K
Aetna Inc New
Q3 2018 Filed on Nov 14, 2018
324
N/A
RF
Regions Financial Corp

Financial Services
Q3 2018 Filed on Nov 14, 2018
3,000
$17.21 - $19.93 $51.6K - $59.8K
VCR
Vanguard Consumer Discretionar

ETFs
Q3 2018 Filed on Nov 14, 2018
661
N/A
R
Ryder System Inc

Industrials
Q3 2018 Filed on Nov 14, 2018
1,500
$71.94 - $79.01 $108K - $119K
VFH
Vanguard Financial ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
153
N/A
BLD
Top Build Corp

Industrials
Q3 2018 Filed on Nov 14, 2018
496
$56.82 - $83.96 $28.2K - $41.6K
FORM
Formfactor Inc

Technology
Q3 2018 Filed on Nov 14, 2018
2,700
$12.8 - $15.9 $34.6K - $42.9K
KEYS
Keysight Technologies, Inc.

Technology
Q3 2018 Filed on Nov 14, 2018
405
$57.46 - $66.5 $23.3K - $26.9K
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