Blue Chip Partners, Inc. Closed Holding Positions

Blue Chip Partners, Inc.

  • $1.15 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Raytheon CO
Q2 2020 Filed on Jul 30, 2020
17,529
N/A
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q2 2020 Filed on Jul 30, 2020
3,679
$48.74 - $50.23 $179K - $185K
IEMG
Ishares Inc

ETFs
Q1 2020 Filed on May 08, 2020
176,713
$36.22 - $55.44 $6.4M - $9.8M
HEFA
Ishares Currency Hedged Msci E

ETFs
Q1 2020 Filed on May 08, 2020
285,131
$21.23 - $31.4 $6.05M - $8.95M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2020 Filed on May 08, 2020
6,234
$54.87 - $75.75 $342K - $472K
CCL
Carnival Corp

Consumer Cyclical
Q1 2020 Filed on May 08, 2020
6,061
$9.3 - $51.9 $56.4K - $315K
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2020 Filed on May 08, 2020
10,089
$7.0 - $14.99 $70.6K - $151K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q1 2020 Filed on May 08, 2020
1,766
$22.33 - $135.05 $39.4K - $238K
PSX
Phillips 66

Energy
Q1 2020 Filed on May 08, 2020
39,584
$42.09 - $112.2 $1.67M - $4.44M
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2020 Filed on May 08, 2020
204,589
$28.78 - $44.66 $5.89M - $9.14M
USB
Us Bancorp \De\

Financial Services
Q1 2020 Filed on May 08, 2020
180,267
$28.93 - $59.2 $5.22M - $10.7M
WELL
Welltower Inc.

Real Estate
Q1 2020 Filed on May 08, 2020
149,384
$33.22 - $89.84 $4.96M - $13.4M
EPD
Enterprise Products Partners L.P.

Energy
Q1 2020 Filed on May 08, 2020
43,950
$12.27 - $29.02 $539K - $1.28M
KMI
Kinder Morgan, Inc.

Energy
Q1 2020 Filed on May 08, 2020
12,816
$9.98 - $22.24 $128K - $285K
IDEV
Ishares Core Msci Intl Develop

ETFs
Q1 2020 Filed on May 08, 2020
43,033
$38.49 - $59.01 $1.66M - $2.54M
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2020 Filed on May 08, 2020
2,184
$35.86 - $54.78 $78.3K - $120K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
Q1 2020 Filed on May 08, 2020
6,589
$32.2 - $49.37 $212K - $325K
VLO
Valero Energy Corp

Energy
Q1 2020 Filed on May 08, 2020
113,962
$32.62 - $96.89 $3.72M - $11M
WFC
Wells Fargo & Company

Financial Services
Q1 2020 Filed on May 08, 2020
7,534
$25.25 - $53.75 $190K - $405K
MGEE
Mge Energy Inc

Utilities
Q4 2019 Filed on Feb 11, 2020
1,500
$72.99 - $79.88 $109K - $120K
Bb&T Corp
Q4 2019 Filed on Feb 11, 2020
10,715
N/A
BIIB
Biogen Inc.

Healthcare
Q4 2019 Filed on Feb 11, 2020
960
$220.06 - $304.07 $211K - $292K
Harris Corp Del
Q3 2019 Filed on Oct 29, 2019
1,507
N/A
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2019 Filed on Oct 29, 2019
2,521
$63.96 - $75.82 $161K - $191K
Dowdupont Inc
Q2 2019 Filed on Jul 31, 2019
9,045
N/A
IYK
Ishares U.S. Consumer Staples

ETFs
Q1 2019 Filed on Apr 23, 2019
4,330
$104.87 - $119.45 $454K - $517K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2019 Filed on Apr 23, 2019
10,822
$31.87 - $48.26 $345K - $522K
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q1 2019 Filed on Apr 23, 2019
9,623
$15.81 - $18.41 $152K - $177K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q1 2019 Filed on Apr 23, 2019
19,802
N/A
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q1 2019 Filed on Apr 23, 2019
5,617
N/A
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q1 2019 Filed on Apr 23, 2019
18,807
N/A
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q1 2019 Filed on Apr 23, 2019
6,830
$31.99 - $39.02 $218K - $267K
IYE
Ishares Tr

ETFs
Q1 2019 Filed on Apr 23, 2019
15,235
$31.51 - $36.65 $480K - $558K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
10,216
$9.01 - $10.61 $92K - $108K
OXY
Occidental Petroleum Corp

Energy
Q4 2018 Filed on Feb 05, 2019
98,870
$57.11 - $83.13 $5.65M - $8.22M
PFG
Principal Financial Group Inc

Financial Services
Q4 2018 Filed on Feb 05, 2019
128,346
$41.08 - $60.65 $5.27M - $7.78M
HI
Hillenbrand, Inc.

Industrials
Q3 2018 Filed on Oct 26, 2018
3,850
$47.4 - $52.7 $182K - $203K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2018 Filed on Oct 26, 2018
11,642
$46.24 - $54.8 $538K - $638K
RCI
Rogers Communications Inc

Communication Services
Q3 2018 Filed on Oct 26, 2018
2,117
$47.17 - $53.21 $99.9K - $113K
CAH
Cardinal Health Inc

Healthcare
Q3 2018 Filed on Oct 26, 2018
4,227
$48.4 - $55.17 $205K - $233K
JWN
Nordstrom Inc

Consumer Cyclical
Q3 2018 Filed on Oct 26, 2018
3,220
$50.26 - $65.84 $162K - $212K
Rockwell Collins Inc
Q2 2018 Filed on Jul 25, 2018
800
N/A
General Electric CO
Q2 2018 Filed on Jul 25, 2018
7,700
N/A
ROK
Rockwell Automation, Inc

Industrials
Q2 2018 Filed on Jul 25, 2018
800
$162.01 - $183.67 $130K - $147K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q2 2018 Filed on Jul 25, 2018
774
$167.52 - $210.86 $130K - $163K
Rydex ETF Trust
Q2 2018 Filed on Jul 25, 2018
5,785
N/A
Dow Chem CO
Q3 2017 Filed on Nov 07, 2017
25,922
N/A
Reynolds American Inc
Q3 2017 Filed on Nov 07, 2017
35,911
N/A
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