Colorado Capital Management, Inc. Closed Holding Positions

Colorado Capital Management, Inc.

  • $203 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CBU
Community Bank System, Inc.

Financial Services
Q1 2022 Filed on Apr 15, 2022
6,078
$69.47 - $77.89 $422K - $473K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q4 2021 Filed on Jan 28, 2022
2,699
$85.5 - $86.18 $231K - $233K
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2021 Filed on Oct 29, 2021
1,796
$110.67 - $119.04 $199K - $214K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2021 Filed on Oct 29, 2021
25,147
$132.43 - $141.49 $3.33M - $3.56M
Spdr Series Trust
Q2 2021 Filed on Jul 29, 2021
19,046
N/A
Rydex ETF Trust
Q2 2021 Filed on Jul 29, 2021
8,486
N/A
Powershares Qqq Trust
Q2 2021 Filed on Jul 29, 2021
5,811
N/A
Powershares ETF Trust
Q2 2021 Filed on Jul 29, 2021
8,131
N/A
Powershares Global ETF Trust
Q2 2021 Filed on Jul 29, 2021
250,612
N/A
Powershares Global ETF Trust
Q2 2021 Filed on Jul 29, 2021
93,809
N/A
MRK
Merck & Co., Inc.

Healthcare
Q1 2021 Filed on Apr 21, 2021
2,220
$68.86 - $81.11 $153K - $180K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
Q2 2020 Filed on Jul 21, 2020
11,952
$18.58 - $26.66 $222K - $319K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2020 Filed on May 08, 2020
3,089
$54.87 - $75.75 $169K - $234K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2020 Filed on May 08, 2020
1,540
$52.32 - $81.58 $80.6K - $126K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q1 2020 Filed on May 08, 2020
1,810
$100.87 - $113.18 $183K - $205K
UNP
Union Pacific Corp

Industrials
Q1 2020 Filed on May 08, 2020
1,124
$114.04 - $187.19 $128K - $210K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2020 Filed on May 08, 2020
2,128
$60.97 - $94.78 $130K - $202K
VUG
Vanguard Growth ETF

ETFs
Q1 2020 Filed on May 08, 2020
1,506
$137.53 - $201.6 $207K - $304K
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2020 Filed on May 08, 2020
12,197
$28.78 - $44.66 $351K - $545K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q1 2020 Filed on May 08, 2020
14,935
$21.23 - $31.4 $317K - $469K
JPM
Jpmorgan Chase & CO

Financial Services
Q1 2020 Filed on May 08, 2020
1,666
$79.03 - $141.09 $132K - $235K
Raytheon CO
Q1 2020 Filed on May 08, 2020
1,053
N/A
Powershares ETF Tr Ii
Q3 2019 Filed on Oct 18, 2019
4,433
N/A
Claymore Exchange Trd Fd Tr
Q3 2019 Filed on Oct 18, 2019
10,427
N/A
IDV
Ishares Tr

ETFs
Q3 2019 Filed on Oct 18, 2019
8,224
$30.41 - $31.26 $250K - $257K
KO
Coca Cola CO

Consumer Defensive
Q2 2019 Filed on Jul 12, 2019
6,222
$46.18 - $51.92 $287K - $323K
HAL
Halliburton CO

Energy
Q1 2019 Filed on Apr 30, 2019
5,604
$27.13 - $32.3 $152K - $181K
MPLX
Mplx LP

Energy
Q4 2018 Filed on Jan 16, 2019
6,000
$28.84 - $35.77 $173K - $215K
Powershares ETF Trust Ii
Q4 2018 Filed on Jan 16, 2019
68,383
N/A
Halyard Health Inc
Q4 2018 Filed on Jan 16, 2019
3,191
N/A
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2018 Filed on Oct 22, 2018
3,227
$84.68 - $92.46 $273K - $298K
Williams Partners L P New
Q3 2018 Filed on Oct 22, 2018
9,022
N/A
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
Q3 2018 Filed on Oct 22, 2018
13,358
$22.73 - $23.5 $304K - $314K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q3 2018 Filed on Oct 22, 2018
4,492
N/A
IWV
Ishares Russell 3000 ETF

ETFs
Q3 2018 Filed on Oct 22, 2018
2,304
N/A
Westar Energy Inc
Q2 2018 Filed on Jul 23, 2018
3,899
N/A
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q2 2018 Filed on Jul 23, 2018
4,203
$236.48 - $256.33 $994K - $1.08M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q1 2018 Filed on Apr 20, 2018
3,824
N/A
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