Beese Fulmer Investment Management, Inc. Closed Holding Positions

Beese Fulmer Investment Management, Inc.

  • $1.3 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q3 2020 Filed on Oct 08, 2020
160
$27.73 - $30.19 $4.44K - $4.83K
BIDU
Baidu, Inc.

Communication Services
Q3 2020 Filed on Oct 08, 2020
200
$115.69 - $132.93 $23.1K - $26.6K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
Q3 2020 Filed on Oct 08, 2020
1,298
$7.52 - $10.47 $9.76K - $13.6K
TDOC
Teladoc Health, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
50
$183.75 - $249.42 $9.19K - $12.5K
SAP
Sap Se

Technology
Q3 2020 Filed on Oct 08, 2020
300
$140.08 - $169.02 $42K - $50.7K
BNS
Bank Of Nova Scotia

Financial Services
Q3 2020 Filed on Oct 08, 2020
1,500
$39.85 - $44.28 $59.8K - $66.4K
CC
Chemours CO

Basic Materials
Q3 2020 Filed on Oct 08, 2020
450
$14.4 - $22.33 $6.48K - $10K
RYN
Rayonier Inc

Real Estate
Q3 2020 Filed on Oct 08, 2020
575
$24.49 - $30.1 $14.1K - $17.3K
FFIC
Flushing Financial Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
4,775
$9.88 - $12.61 $47.2K - $60.2K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
88
$74.96 - $83.02 $6.6K - $7.31K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
62
$15.48 - $25.94 $960 - $1.61K
SJT
San Juan Basin Royalty Trust

Energy
Q3 2020 Filed on Oct 08, 2020
4,000
$2.18 - $3.02 $8.72K - $12.1K
RDS-A
Shell PLC

Energy
Q3 2020 Filed on Oct 08, 2020
3,248
$23.93 - $31.98 $77.7K - $104K
DOV
Dover Corp

Industrials
Q3 2020 Filed on Oct 08, 2020
2,125
$94.86 - $115.38 $202K - $245K
FIBK
First Interstate Bancsystem Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
2,643
$27.37 - $33.24 $72.3K - $87.9K
FNWB
First Northwest Bancorp

Financial Services
Q3 2020 Filed on Oct 08, 2020
6,076
$9.56 - $12.45 $58.1K - $75.6K
Southern Natl Bancorp Of Va In Com
Q3 2020 Filed on Oct 08, 2020
3,900
N/A
FUN
Cedar Fair L P

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
3,780
$23.59 - $31.45 $89.2K - $119K
DXCM
Dexcom Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
145
$95.51 - $112.95 $13.8K - $16.4K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
675
$21.34 - $22.09 $14.4K - $14.9K
RF
Regions Financial Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
213
$9.83 - $12.09 $2.09K - $2.58K
SLV
I Shares Silver Trust

ETFs
Q3 2020 Filed on Oct 08, 2020
1,000
$16.71 - $27.0 $16.7K - $27K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q3 2020 Filed on Oct 08, 2020
60
$32.09 - $36.38 $1.93K - $2.18K
AGEN
Agenus Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
1,100
$2.98 - $5.2 $3.28K - $5.72K
PFG
Principal Financial Group Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
200
$37.79 - $46.18 $7.56K - $9.24K
Peoples United Financial Inc Com
Q3 2020 Filed on Oct 08, 2020
6,276
N/A
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
739
$19.5 - $25.98 $14.4K - $19.2K
STNG
Scorpio Tankers Inc.

Energy
Q3 2020 Filed on Oct 08, 2020
560
$10.72 - $13.9 $6K - $7.78K
Fiduciary Claymore Engry Infra Com
Q3 2020 Filed on Oct 08, 2020
8,600
N/A
Polyone Corp Com
Q3 2020 Filed on Oct 08, 2020
5,000
N/A
Invesco Bulletshares 2020 High Yield Corporate Bond ETF
Q3 2020 Filed on Oct 08, 2020
7,320
N/A
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
353
$191.29 - $240.51 $67.5K - $84.9K
HAL
Halliburton CO

Energy
Q3 2020 Filed on Oct 08, 2020
2,400
$11.78 - $16.71 $28.3K - $40.1K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q3 2020 Filed on Oct 08, 2020
105
$36.53 - $39.64 $3.84K - $4.16K
CI
Cigna Corp

Healthcare
Q3 2020 Filed on Oct 08, 2020
109
$160.5 - $190.5 $17.5K - $20.8K
Hertz Global Hldgs Inc Com
Q3 2020 Filed on Oct 08, 2020
400
N/A
LEN
Lennar Corp

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
800
$59.78 - $81.68 $47.8K - $65.3K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q3 2020 Filed on Oct 08, 2020
575
$18.17 - $18.95 $10.4K - $10.9K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
25
$133.75 - $162.85 $3.34K - $4.07K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q3 2020 Filed on Oct 08, 2020
162
$82.25 - $93.63 $13.3K - $15.2K
NVT
N Vent Electric PLC

Industrials
Q3 2020 Filed on Oct 08, 2020
526
$17.11 - $19.84 $9K - $10.4K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
300
$47.12 - $71.95 $14.1K - $21.6K
FFNW
First Financial Northwest, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
6,255
$8.75 - $10.05 $54.7K - $62.9K
LH
Laboratory Corp Of America Holdings

Healthcare
Q3 2020 Filed on Oct 08, 2020
70
$167.03 - $201.3 $11.7K - $14.1K
APH
Amphenol Corp

Technology
Q3 2020 Filed on Oct 08, 2020
210
$47.23 - $56.48 $9.92K - $11.9K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
Q3 2020 Filed on Oct 08, 2020
334
$15.72 - $16.98 $5.25K - $5.67K
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
1,000
$9.38 - $12.48 $9.38K - $12.5K
BK
Bank Of New York Mellon Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
3,040
$33.14 - $38.97 $101K - $118K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q3 2020 Filed on Oct 08, 2020
81
$49.44 - $54.86 $4K - $4.44K
Track This Portfolio

Track Beese Fulmer Investment Management, Inc. Portfolio

Follow Beese Fulmer Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beese Fulmer Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beese Fulmer Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email