Essex Financial Services, Inc. Closed Holding Positions

Essex Financial Services, Inc.

  • $2.07 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Phillips 66 Partners LP
Q3 2021 Filed on Nov 10, 2021
6,700
N/A
BIIB
Biogen Inc.

Healthcare
Q3 2021 Filed on Nov 10, 2021
613
$282.99 - $369.05 $173K - $226K
X
United States Steel Corp

Basic Materials
Q2 2021 Filed on Jul 30, 2021
7,891
$21.23 - $28.81 $168K - $227K
Seagate Technology PLC
Q2 2021 Filed on Jul 30, 2021
2,776
N/A
Ishares Gold Trust
Q2 2021 Filed on Jul 30, 2021
12,862
N/A
Aon PLC
Q2 2021 Filed on Jul 30, 2021
1,334
N/A
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q1 2021 Filed on May 11, 2021
3,719
$51.26 - $70.12 $191K - $261K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 11, 2021
14,939
N/A
AMX
America Movil Sab De Cv

Communication Services
Q1 2021 Filed on May 11, 2021
48,000
$12.7 - $15.07 $610K - $723K
Vaneck Vectors ETF Tr Jr Miners
Q1 2021 Filed on May 11, 2021
3,911
N/A
Cigna Corp
Q1 2021 Filed on May 11, 2021
5,453
N/A
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
Q1 2021 Filed on May 11, 2021
10,000
$8.3 - $8.83 $83K - $88.3K
Trustco Bk Corp Ny
Q4 2020 Filed on Feb 05, 2021
13,982
N/A
HDV
Ishares Core High Dividend ETF

ETFs
Q4 2020 Filed on Feb 05, 2021
6,815
$77.25 - $90.74 $526K - $618K
Unilever Nv
Q4 2020 Filed on Feb 05, 2021
8,847
N/A
PSEC
Prospect Capital Corp

Financial Services
Q3 2020 Filed on Nov 10, 2020
32,842
$4.68 - $5.17 $154K - $170K
GCI
Gannett Co., Inc.

Communication Services
Q2 2020 Filed on Aug 06, 2020
17,871
$0.64 - $2.91 $11.4K - $52K
GLP
Global Partners LP

Energy
Q2 2020 Filed on Aug 06, 2020
12,000
$8.4 - $12.14 $101K - $146K
Iac Interactive Corp
Q2 2020 Filed on Aug 06, 2020
1,450
N/A
Bristol Myers Squibbco Contingent Values
Q2 2020 Filed on Aug 06, 2020
10,978
N/A
Energy Transferpartners L P
Q2 2020 Filed on Aug 06, 2020
25,694
N/A
FRO
Frontline LTD

Energy
Q2 2020 Filed on Aug 06, 2020
14,580
$6.98 - $10.95 $102K - $160K
BKCC
Black Rock Capital Investment Corp

Financial Services
Q2 2020 Filed on Aug 06, 2020
11,500
$1.79 - $3.51 $20.6K - $40.4K
United Technologiescorp
Q2 2020 Filed on Aug 06, 2020
25,591
N/A
Raytheon CO
Q2 2020 Filed on Aug 06, 2020
3,954
N/A
Kkr & CO
Q2 2020 Filed on Aug 06, 2020
17,831
N/A
Teekay Offshore Partners
Q1 2020 Filed on May 15, 2020
50,000
N/A
TWO
Two Harbors Investment Corp.

Real Estate
Q1 2020 Filed on May 15, 2020
10,143
$2.61 - $15.83 $26.5K - $161K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 15, 2020
4,210
$20.14 - $55.75 $84.8K - $235K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2020 Filed on May 15, 2020
3,100
$67.28 - $159.56 $209K - $495K
KAMN
Kaman Corp

Industrials
Q1 2020 Filed on May 15, 2020
4,187
$29.76 - $67.12 $125K - $281K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2020 Filed on May 15, 2020
3,238
$102.45 - $157.44 $332K - $510K
GWRE
Guidewire Software, Inc.

Technology
Q1 2020 Filed on May 15, 2020
2,000
$76.06 - $122.6 $152K - $245K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
3,950
$59.97 - $123.81 $237K - $489K
IT
Gartner Inc

Technology
Q1 2020 Filed on May 15, 2020
2,380
$83.24 - $163.85 $198K - $390K
Gemphire Therapeutics Inc
Q4 2019 Filed on Jan 30, 2020
22,648
N/A
CRMD
Cor Medix Inc.

Healthcare
Q4 2019 Filed on Jan 30, 2020
10,000
$4.96 - $7.75 $49.6K - $77.5K
Allianzgi Conv & Income Fd Ii
Q4 2019 Filed on Jan 30, 2020
10,000
N/A
United Finl Bancorp Inc
Q4 2019 Filed on Jan 30, 2020
17,935
N/A
Teekay Tankers Ltdcl A
Q4 2019 Filed on Jan 30, 2020
116,000
N/A
BKEP
Blueknight Energy Partners, L.P.

Energy
Q4 2019 Filed on Jan 30, 2020
10,000
$1.07 - $1.2 $10.7K - $12K
Celgene Corp
Q4 2019 Filed on Jan 30, 2020
17,215
N/A
Blackstone Group L P
Q3 2019 Filed on Nov 04, 2019
26,341
N/A
AWP
Aberdeen Global Premier Properties Fund

Financial Services
Q3 2019 Filed on Nov 04, 2019
15,000
$5.82 - $6.37 $87.3K - $95.6K
Vanguard Index Fds S7 P 500
Q3 2019 Filed on Nov 04, 2019
1,198
N/A
CAPL
Cross America Partners LP

Energy
Q2 2019 Filed on Jul 30, 2019
10,000
$15.1 - $18.98 $151K - $190K
Dowdupont Inc
Q2 2019 Filed on Jul 30, 2019
51,689
N/A
Dreyfus Strategic Muns Inc
Q2 2019 Filed on Jul 30, 2019
16,800
N/A
Dreyfus Strategicmuns Inc
Q2 2019 Filed on Jul 30, 2019
12,657
N/A
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