Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 13, 2020

SELL
$49.9 - $52.72 $969,706 - $1.02 Million
-19,433 Closed
0 $0
Q4 2019

Jan 21, 2020

BUY
$51.73 - $52.15 $103,511 - $104,352
2,001 Added 11.48%
19,433 $1.01 Million
Q3 2019

Oct 24, 2019

SELL
$51.68 - $52.09 $36,176 - $36,463
-700 Reduced 3.86%
17,432 $906,000
Q2 2019

Jul 17, 2019

BUY
$51.22 - $51.68 $10,807 - $10,904
211 Added 1.18%
18,132 $937,000
Q1 2019

Apr 11, 2019

BUY
$51.01 - $51.34 $1,683 - $1,694
33 Added 0.18%
17,921 $919,000
Q4 2018

Jan 17, 2019

BUY
$50.81 - $51.07 $508 - $510
10 Added 0.06%
17,888 $913,000
Q3 2018

Oct 15, 2018

BUY
$50.94 - $51.29 $6,927 - $6,975
136 Added 0.77%
17,878 $911,000
Q2 2018

Jul 10, 2018

SELL
$51.03 - $51.43 $47,968 - $48,344
-940 Reduced 5.03%
17,742 $908,000
Q1 2018

Apr 16, 2018

BUY
$51.29 - $51.74 $564 - $569
11 Added 0.06%
18,682 $960,000
Q4 2017

Jan 17, 2018

BUY
$51.63 - $52.04 $83,124 - $83,784
1,610 Added 9.44%
18,671 $964,000
Q3 2017

Oct 17, 2017

BUY
$51.97 - $51.99 $886,660 - $887,001
17,061
17,061 $887,000

Others Institutions Holding LMBS

About FIRST TR ETF FD IV FIRST TR LO


  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
Track This Portfolio

Track Capital Investment Advisors, LLC Portfolio

Follow Capital Investment Advisors, LLC 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 Capital Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisors, LLC with notifications on news.