Beese Fulmer Investment Management, Inc. Closed Holding Positions

Beese Fulmer Investment Management, Inc.

  • $1.14 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PFC
Premier Financial Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
3,807
$14.93 - $20.71 $56.8K - $78.8K
SNY
Sanofi

Healthcare
Q3 2020 Filed on Oct 08, 2020
1,135
$49.47 - $53.77 $56.1K - $61K
OHI
Omega Healthcare Investors Inc

Real Estate
Q3 2020 Filed on Oct 08, 2020
1,642
$29.24 - $33.37 $48K - $54.8K
LENB
Lennar Corporation Cl B
Q3 2020 Filed on Oct 08, 2020
15
N/A
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q3 2020 Filed on Oct 08, 2020
125
$133.35 - $134.1 $16.7K - $16.8K
CTVA
Corteva, Inc.

Basic Materials
Q3 2020 Filed on Oct 08, 2020
1,317
$25.32 - $30.13 $33.3K - $39.7K
XLE
Energy Sector Spdr

ETFs
Q3 2020 Filed on Oct 08, 2020
1,050
$29.95 - $38.58 $31.4K - $40.5K
Xilinx Inc Com
Q3 2020 Filed on Oct 08, 2020
100
N/A
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q3 2020 Filed on Oct 08, 2020
541
$93.08 - $94.37 $50.4K - $51.1K
NWSA
News Corp

Communication Services
Q3 2020 Filed on Oct 08, 2020
5,232
$11.73 - $15.64 $61.4K - $81.8K
NWS
News Corp New Cl B Com Stk (De

Communication Services
Q3 2020 Filed on Oct 08, 2020
2,958
$11.73 - $15.48 $34.7K - $45.8K
Syntax Stratified Largecap ETF
Q3 2020 Filed on Oct 08, 2020
30
N/A
COTY
Coty Inc.

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
2,658
$2.65 - $4.45 $7.04K - $11.8K
BNDX
Vanguard Total International B

ETFs
Q3 2020 Filed on Oct 08, 2020
652
$57.55 - $58.32 $37.5K - $38K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
Q3 2020 Filed on Oct 08, 2020
168
$8.93 - $9.77 $1.5K - $1.64K
RIG
Transocean Ltd.

Energy
Q3 2020 Filed on Oct 08, 2020
0
$0.8 - $2.48 $0 - $0
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q3 2020 Filed on Oct 08, 2020
973
$63.77 - $69.44 $62K - $67.6K
American River Bankshares Com
Q3 2020 Filed on Oct 08, 2020
5,700
N/A
Mackinac Finl Corp Com
Q3 2020 Filed on Oct 08, 2020
6,400
N/A
FOX
Fox Corp Cl B (De)

Communication Services
Q3 2020 Filed on Oct 08, 2020
1,096
$24.46 - $29.46 $26.8K - $32.3K
DOW
Dow Inc.

Basic Materials
Q3 2020 Filed on Oct 08, 2020
2,209
$39.44 - $51.07 $87.1K - $113K
ECL
Ecolab Inc.

Basic Materials
Q3 2020 Filed on Oct 08, 2020
40
$184.41 - $212.04 $7.38K - $8.48K
MTOR
Meritor, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
293
$18.22 - $25.5 $5.34K - $7.47K
ATI
Allegheny Technologies Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
5,529
$8.28 - $10.81 $45.8K - $59.8K
JWN
Nordstrom Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
300
$11.79 - $17.13 $3.54K - $5.14K
TRV
Travelers Companies, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
65
$107.44 - $122.24 $6.98K - $7.95K
AMED
Amedisys Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
100
$199.22 - $248.1 $19.9K - $24.8K
LBRDA
Liberty Broadband Corp

Communication Services
Q3 2020 Filed on Oct 08, 2020
791
$123.58 - $143.33 $97.8K - $113K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q3 2020 Filed on Oct 08, 2020
97
$111.25 - $117.53 $10.8K - $11.4K
KEYS
Keysight Technologies, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
20
$90.69 - $104.0 $1.81K - $2.08K
CDK
Cdk Global, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
115
$40.33 - $47.68 $4.64K - $5.48K
CFG
Citizens Financial Group Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
950
$22.73 - $27.99 $21.6K - $26.6K
CPRI
Capri Holdings LTD

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
300
$14.01 - $21.89 $4.2K - $6.57K
GVI
Ishares Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
1,255
$117.54 - $118.35 $148K - $149K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2020 Filed on Oct 08, 2020
330
$55.44 - $62.69 $18.3K - $20.7K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
8
$98.16 - $138.68 $785 - $1.11K
California Res Corp Com New
Q3 2020 Filed on Oct 08, 2020
12
N/A
DAL
Delta Air Lines, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
425
$24.94 - $34.57 $10.6K - $14.7K
TROW
Price T Rowe Group Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
132
$122.51 - $141.14 $16.2K - $18.6K
C
Citigroup Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
1,493
$41.85 - $53.76 $62.5K - $80.3K
O
Realty Income Corp

Real Estate
Q3 2020 Filed on Oct 08, 2020
200
$55.07 - $63.77 $11K - $12.8K
GOLD
Barrick Gold Corp

Basic Materials
Q3 2020 Filed on Oct 08, 2020
450
$26.13 - $30.46 $11.8K - $13.7K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
88
$74.96 - $83.02 $6.6K - $7.31K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
315
$165.52 - $200.94 $52.1K - $63.3K
MTX
Minerals Technologies Inc

Basic Materials
Q3 2020 Filed on Oct 08, 2020
800
$43.11 - $53.34 $34.5K - $42.7K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
2,450
$53.73 - $58.21 $132K - $143K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2020 Filed on Oct 08, 2020
435
$53.19 - $64.24 $23.1K - $27.9K
Blackrock Fla Mun 2020 Term Tr Com Shs
Q3 2020 Filed on Oct 08, 2020
2,000
N/A
BWFG
Bankwell Financial Group, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
3,626
$14.15 - $16.1 $51.3K - $58.4K
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