Exchange Capital Management, Inc. Closed Holding Positions

Exchange Capital Management, Inc.

  • $558 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
UGI
Ugi Corp

Utilities
Q4 2018 Filed on Feb 01, 2019
70
$51.95 - $58.96 $3.64K - $4.13K
TJX
Tjx Companies Inc

Consumer Cyclical
Q4 2018 Filed on Feb 01, 2019
81
$41.63 - $56.12 $3.37K - $4.55K
HSY
Hershey CO

Consumer Defensive
Q4 2018 Filed on Feb 01, 2019
52
$101.64 - $110.01 $5.29K - $5.72K
SWK
Stanley Black & Decker, Inc.

Industrials
Q4 2018 Filed on Feb 01, 2019
50
$108.45 - $147.51 $5.42K - $7.38K
Aetna Inc
Q4 2018 Filed on Feb 01, 2019
134
N/A
SONO
Sonos Inc

Technology
Q4 2018 Filed on Feb 01, 2019
260
$9.58 - $15.44 $2.49K - $4.01K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q4 2018 Filed on Feb 01, 2019
27
N/A
IWN
Ishares Russell2000 Val ETF

ETFs
Q4 2018 Filed on Feb 01, 2019
31
$102.04 - $131.92 $3.16K - $4.09K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2018 Filed on Feb 01, 2019
18
$156.33 - $211.73 $2.81K - $3.81K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q4 2018 Filed on Feb 01, 2019
200
$18.78 - $22.95 $3.76K - $4.59K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q4 2018 Filed on Feb 01, 2019
62
$54.87 - $69.18 $3.4K - $4.29K
Chemical Financial Corp
Q4 2018 Filed on Feb 01, 2019
1,100
N/A
CEF
Sprott Physical Gold & Silver Trust

Financial Services
Q4 2018 Filed on Feb 01, 2019
600
$11.51 - $12.54 $6.91K - $7.52K
Buckeye Partners LP
Q4 2018 Filed on Feb 01, 2019
300
N/A
BCS
Barclays PLC

Financial Services
Q4 2018 Filed on Feb 01, 2019
100
$7.25 - $9.29 $725 - $929
AVNS
Avanos Medical, Inc.

Healthcare
Q4 2018 Filed on Feb 01, 2019
12
$41.16 - $66.67 $494 - $800
AFG
American Financial Group Inc

Financial Services
Q4 2018 Filed on Feb 01, 2019
92
$85.28 - $112.06 $7.85K - $10.3K
AMX
America Movil Sab De Cv

Communication Services
Q4 2018 Filed on Feb 01, 2019
200
$12.27 - $16.25 $2.45K - $3.25K
ED
Consolidated Edison Inc

Utilities
Q4 2018 Filed on Feb 01, 2019
209
$74.54 - $83.93 $15.6K - $17.5K
DORM
Dorman Products, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 01, 2019
210
$66.66 - $90.26 $14K - $19K
HYG
Ishares Tr

ETFs
Q4 2018 Filed on Feb 01, 2019
50
$79.63 - $86.3 $3.98K - $4.32K
Invesco Bullet Shares 2018 Hy Corp Bd ETF
Q4 2018 Filed on Feb 01, 2019
370
N/A
IBM
International Business Machines Corp

Technology
Q4 2018 Filed on Feb 01, 2019
150
$102.84 - $146.99 $15.4K - $22K
GRMN
Garmin LTD

Technology
Q4 2018 Filed on Feb 01, 2019
30
$60.55 - $69.85 $1.82K - $2.1K
FISV
Fiserv Inc

Technology
Q4 2018 Filed on Feb 01, 2019
84
$69.0 - $81.85 $5.8K - $6.88K
FVD
First Tr Value Line Divid Inde

ETFs
Q4 2018 Filed on Feb 01, 2019
1,083
$27.8 - $31.88 $30.1K - $34.5K
FBNC
First Bancorp

Financial Services
Q4 2018 Filed on Feb 01, 2019
700
$31.1 - $41.25 $21.8K - $28.9K
FDS
Factset Research Systems Inc

Financial Services
Q4 2018 Filed on Feb 01, 2019
56
$188.55 - $235.32 $10.6K - $13.2K
ENB
Enbridge Inc

Energy
Q4 2018 Filed on Feb 01, 2019
98
$29.22 - $33.9 $2.86K - $3.32K
EW
Edwards Lifesciences Corp

Healthcare
Q4 2018 Filed on Feb 01, 2019
184
$46.41 - $56.94 $8.54K - $10.5K
Altaba Inc
Q4 2018 Filed on Feb 01, 2019
50
N/A
XLU
Utilities Sector Spdr

ETFs
Q4 2018 Filed on Feb 01, 2019
179
N/A
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 01, 2019
600
$39.48 - $45.03 $23.7K - $27K
PLSE
Pulse Biosciences, Inc.

Healthcare
Q4 2018 Filed on Feb 01, 2019
1,800
$9.08 - $14.34 $16.3K - $25.8K
Pvr Partners LP
Q4 2018 Filed on Feb 01, 2019
740
N/A
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q4 2018 Filed on Feb 01, 2019
102
$56.89 - $68.07 $5.8K - $6.94K
ILCB
Ishares Morningstar U.S. Equit

ETFs
Q4 2018 Filed on Feb 01, 2019
122
N/A
I Shares I Bonds Dec 2018 Term Corporate
Q4 2018 Filed on Feb 01, 2019
1,844
N/A
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q4 2018 Filed on Feb 01, 2019
4,161
N/A
SLB
Schlumberger Limited

Energy
Q4 2018 Filed on Feb 01, 2019
124
$35.19 - $63.11 $4.36K - $7.83K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2018 Filed on Feb 01, 2019
137
N/A
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2018 Filed on Feb 01, 2019
222
N/A
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2018 Filed on Feb 01, 2019
49
N/A
Spdr Barclays High Yield Bond ETF
Q4 2018 Filed on Feb 01, 2019
710
N/A
OEF
Ishares S&P 100 ETF

ETFs
Q4 2018 Filed on Feb 01, 2019
130
N/A
PRU
Prudential Financial Inc

Financial Services
Q4 2018 Filed on Feb 01, 2019
336
$76.83 - $105.99 $25.8K - $35.6K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q4 2018 Filed on Feb 01, 2019
234
N/A
LFVN
Lifevantage Corp

Consumer Defensive
Q4 2018 Filed on Feb 01, 2019
36
$10.06 - $14.87 $362 - $535
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2018 Filed on Feb 01, 2019
397
$108.28 - $110.37 $43K - $43.8K
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