Edge Wealth Management LLC Closed Holding Positions

Edge Wealth Management LLC

  • $472 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Organovo Holdings Inc
Q2 2018 Filed on Jul 17, 2018
81,000
N/A
AZN
Astrazeneca PLC

Healthcare
Q2 2018 Filed on Jul 17, 2018
1,043
$34.55 - $37.05 $36K - $38.6K
SWN
Southwestern Energy CO

Energy
Q2 2018 Filed on Jul 17, 2018
6,975
$3.96 - $5.47 $27.6K - $38.2K
XNET
Xunlei LTD

Communication Services
Q2 2018 Filed on Jul 17, 2018
1,000
$9.93 - $15.68 $9.93K - $15.7K
BIB
Proshares Trust Proshares Ul

ETFs
Q2 2018 Filed on Jul 17, 2018
200
N/A
Powershares Qqq Trust Series
Q2 2018 Filed on Jul 17, 2018
19
N/A
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2018 Filed on Jul 17, 2018
25
N/A
Guggenheim China Technology
Q2 2018 Filed on Jul 17, 2018
10
N/A
Blackrock Nj Muni Income Trs
Q2 2018 Filed on Jul 17, 2018
10,509
N/A
JBLU
Jetblue Airways Corp

Industrials
Q2 2018 Filed on Jul 17, 2018
3,000
$18.67 - $20.64 $56K - $61.9K
Blackrock Muniyield Ca Quali
Q2 2018 Filed on Jul 17, 2018
2,600
N/A
HPQ
Hp Inc

Technology
Q2 2018 Filed on Jul 17, 2018
1,000
$20.78 - $24.01 $20.8K - $24K
FOLD
Amicus Therapeutics, Inc.

Healthcare
Q2 2018 Filed on Jul 17, 2018
1,000
$13.13 - $17.09 $13.1K - $17.1K
Preferred Apartment Commun A
Q2 2018 Filed on Jul 17, 2018
1,000
N/A
Inventrust Properties Corp
Q2 2018 Filed on Jul 17, 2018
3,808
N/A
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
Q2 2018 Filed on Jul 17, 2018
1,000
$9.92 - $11.73 $9.92K - $11.7K
Highlands Reit Inc
Q2 2018 Filed on Jul 17, 2018
16,425
N/A
June 18 Calls On Luk Us
Q2 2018 Filed on Jul 17, 2018
3,000
N/A
October 18 Calls On Ha Us
Q2 2018 Filed on Jul 17, 2018
50
N/A
May 18 Puts On Qqq Us
Q2 2018 Filed on Jul 17, 2018
111
N/A
Annaly Capital Mgmt
Q1 2018 Filed on Apr 05, 2018
20,315
N/A
ACRE
Ares Commercial Real Estate Corp

Real Estate
Q1 2018 Filed on Apr 05, 2018
14,000
$12.07 - $13.24 $169K - $185K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q1 2018 Filed on Apr 05, 2018
411
N/A
Juno Therapeutics Inc
Q1 2018 Filed on Apr 05, 2018
100
N/A
ADNT
Adient PLC

Consumer Cyclical
Q1 2018 Filed on Apr 05, 2018
42
$57.58 - $83.87 $2.42K - $3.52K
JPEM
Jp Morgan Diversified Return

ETFs
Q1 2018 Filed on Apr 05, 2018
60
N/A
United States Oil Fund LP
Q1 2018 Filed on Apr 05, 2018
200
N/A
THC
Tenet Healthcare Corp

Healthcare
Q1 2018 Filed on Apr 05, 2018
60
$14.77 - $25.12 $886 - $1.51K
Nq Mobile Inc Adr Class A
Q1 2018 Filed on Apr 05, 2018
50
N/A
National Bank Of Greece Adr
Q1 2018 Filed on Apr 05, 2018
3
N/A
ECN.TO
Ecn Capital Corp.

Financial Services
Q1 2018 Filed on Apr 05, 2018
100,000
N/A
Ak Steel Holding Corp
Q1 2018 Filed on Apr 05, 2018
50,000
N/A
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q1 2018 Filed on Apr 05, 2018
2,000
$36.25 - $86.9 $72.5K - $174K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2018 Filed on Apr 05, 2018
1,445
$67.94 - $75.25 $98.2K - $109K
Spark Therapeutics Inc
Q1 2018 Filed on Apr 05, 2018
900
N/A
PHK
Pimco High Income Fund

Financial Services
Q1 2018 Filed on Apr 05, 2018
5,477
$7.36 - $7.87 $40.3K - $43.1K
Ship Finance Intl LTD
Q1 2018 Filed on Apr 05, 2018
2,386
N/A
Massroots
Q1 2018 Filed on Apr 05, 2018
50,000
N/A
FRC
First Republic Bank

Financial Services
Q1 2018 Filed on Apr 05, 2018
1,000
$84.96 - $98.78 $85K - $98.8K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q1 2018 Filed on Apr 05, 2018
1,661
$8.82 - $9.82 $14.7K - $16.3K
ATHX
Athersys, Inc

Healthcare
Q1 2018 Filed on Apr 05, 2018
7,500
$1.34 - $2.03 $10.1K - $15.2K
CCLP
Csi Compressco LP

Energy
Q1 2018 Filed on Apr 05, 2018
2,000
$5.68 - $7.73 $11.4K - $15.5K
Arconic Inc
Q1 2018 Filed on Apr 05, 2018
108
N/A
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2018 Filed on Apr 05, 2018
8
$50.63 - $67.46 $405 - $540
Resource Capital Corp
Q1 2018 Filed on Apr 05, 2018
5
N/A
January 18 Calls On Uso Us
Q1 2018 Filed on Apr 05, 2018
1,000
N/A
January 18 Calls On Shak Us
Q1 2018 Filed on Apr 05, 2018
500
N/A
MBGAF
Mercedes Benz Group Ag Common
Q4 2017 Filed on Jan 18, 2018
3,939
N/A
Proshares Ultrashort R2000
Q4 2017 Filed on Jan 18, 2018
14,500
N/A
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