Essex Financial Services, Inc. Closed Holding Positions

Essex Financial Services, Inc.

  • $1.43 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HOLX
Hologic Inc

Healthcare
Q1 2019 Filed on May 02, 2019
5,700
$38.28 - $48.4 $218K - $276K
Wells Fargo & CO
Q1 2019 Filed on May 02, 2019
235
N/A
IQV
Iqvia Holdings Inc.

Healthcare
Q1 2019 Filed on May 02, 2019
1,920
$109.96 - $144.45 $211K - $277K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q4 2018 Filed on Feb 07, 2019
4,942
N/A
EVF
Eaton Vance Senior Income Trust

Financial Services
Q4 2018 Filed on Feb 07, 2019
10,000
$5.69 - $6.48 $56.9K - $64.8K
Titan Machy Inc
Q4 2018 Filed on Feb 07, 2019
24,000
N/A
KTF
Dws Municipal Income Trust

Financial Services
Q4 2018 Filed on Feb 07, 2019
12,500
$10.12 - $10.65 $126K - $133K
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q4 2018 Filed on Feb 07, 2019
15,286
$10.89 - $11.5 $166K - $176K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q4 2018 Filed on Feb 07, 2019
10,608
$12.3 - $12.77 $130K - $135K
Express Scriptshldg CO
Q4 2018 Filed on Feb 07, 2019
3,451
N/A
Apollo Invt Corp
Q4 2018 Filed on Feb 07, 2019
15,000
N/A
Aetna Inc
Q4 2018 Filed on Feb 07, 2019
12,889
N/A
Wells Fargo & CO
Q4 2018 Filed on Feb 07, 2019
13,250
N/A
First Conn Bancorpinc
Q4 2018 Filed on Feb 07, 2019
23,380
N/A
DBL
Double Line Opportunistic Credit Fund

Financial Services
Q4 2018 Filed on Feb 07, 2019
23,056
$18.17 - $20.59 $419K - $475K
Alexion Pharmaceuticals, Inc
Q4 2018 Filed on Feb 07, 2019
1,872
N/A
BWA
Borgwarner Inc

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
8,000
$33.2 - $43.66 $266K - $349K
MKL
Markel Corp

Financial Services
Q4 2018 Filed on Feb 07, 2019
678
$954.39 - $1191.73 $647K - $808K
SH
Proshares Short S&P500 New (De

ETFs
Q4 2018 Filed on Feb 07, 2019
9,090
N/A
Proshares Tr Ultra Shrt S&P
Q4 2018 Filed on Feb 07, 2019
8,061
N/A
Allergan PLC
Q4 2018 Filed on Feb 07, 2019
1,160
N/A
Praxair Inc
Q4 2018 Filed on Feb 07, 2019
1,831
N/A
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
Q4 2018 Filed on Feb 07, 2019
13,111
$11.53 - $13.42 $151K - $176K
DWLD
Davis Fundamental ETF Tr

ETFs
Q3 2018 Filed on Nov 05, 2018
8,232
N/A
CXH
Mfs Investment Grade Municipal Trust

Financial Services
Q3 2018 Filed on Nov 05, 2018
10,180
$8.95 - $9.3 $91.1K - $94.7K
Tortoise Mlp Fd Inc
Q3 2018 Filed on Nov 05, 2018
12,800
N/A
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
Q3 2018 Filed on Nov 05, 2018
10,000
$17.32 - $18.45 $173K - $185K
Deutsche Mun Inc Tr
Q3 2018 Filed on Nov 05, 2018
12,500
N/A
Senomyx
Q3 2018 Filed on Nov 05, 2018
15,000
N/A
Athenahealth Inc
Q3 2018 Filed on Nov 05, 2018
1,960
N/A
Colony Cap Inc
Q3 2018 Filed on Nov 05, 2018
10,000
N/A
Aberdeen Indonesia Fd
Q3 2018 Filed on Nov 05, 2018
10,057
N/A
LEG
Leggett & Platt Inc

Consumer Cyclical
Q2 2018 Filed on Aug 07, 2018
4,619
$40.38 - $45.04 $187K - $208K
Alps ETF Tr Alerian Mlp
Q2 2018 Filed on Aug 07, 2018
83,930
N/A
First Tr ETF Fd Vi Rba Quality Inc
Q2 2018 Filed on Aug 07, 2018
10,000
N/A
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
Q2 2018 Filed on Aug 07, 2018
20,190
N/A
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q2 2018 Filed on Aug 07, 2018
3,681
N/A
Rydex ETF Trguggenheim S&P 500 Pure Growth
Q2 2018 Filed on Aug 07, 2018
4,757
N/A
CODIPRA
Compass Diversified Hldgs
Q2 2018 Filed on Aug 07, 2018
10,000
N/A
Colony Northstar Inc
Q2 2018 Filed on Aug 07, 2018
25,000
N/A
Powershares Exc Traded Fdtr Ftse Rafi Us 1000 Port
Q2 2018 Filed on Aug 07, 2018
24,969
N/A
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q2 2018 Filed on Aug 07, 2018
2,481
$92.34 - $110.04 $229K - $273K
Rydex ETF Trguggenheim S&P 500
Q2 2018 Filed on Aug 07, 2018
41,630
N/A
Alpine Global Premier Ptys Fd
Q2 2018 Filed on Aug 07, 2018
10,000
N/A
Powershares Exc Traded Fd Tr Ii S7 P 400 Low Vol
Q2 2018 Filed on Aug 07, 2018
6,429
N/A
Powershares ETF Tr Ii Pwrs Int Buybk
Q2 2018 Filed on Aug 07, 2018
45,302
N/A
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2018 Filed on Aug 07, 2018
5,317
N/A
Apollo Invt Corp
Q2 2018 Filed on Aug 07, 2018
15,000
N/A
Eaton Vance Sr Inc Tr
Q2 2018 Filed on Aug 07, 2018
10,000
N/A
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