Family Management Corp Closed Holding Positions

Family Management Corp

  • $582 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BATRA
Liberty Media Corp

Communication Services
Q1 2020 Filed on May 06, 2020
4,380
$13.75 - $29.81 $60.2K - $131K
VOXX
Voxx International Corp

Technology
Q1 2020 Filed on May 06, 2020
23,000
$1.83 - $4.79 $42.1K - $110K
TEI
Templeton Emerging Markets Income Fund

Financial Services
Q1 2020 Filed on May 06, 2020
35,518
$6.66 - $9.37 $237K - $333K
WELL
Welltower Inc.

Real Estate
Q1 2020 Filed on May 06, 2020
2,666
$33.22 - $89.84 $88.6K - $240K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
Q1 2020 Filed on May 06, 2020
44,737
$8.93 - $15.36 $400K - $687K
GSK
Gsk PLC

Healthcare
Q1 2020 Filed on May 06, 2020
8,000
$32.47 - $48.83 $260K - $391K
FWONA
Liberty Media Corp

Communication Services
Q1 2020 Filed on May 06, 2020
12
$18.08 - $46.08 $217 - $553
Royal Dutch Shell PLC
Q1 2020 Filed on May 06, 2020
80
N/A
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q1 2020 Filed on May 06, 2020
935
$83.64 - $108.4 $78.2K - $101K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 06, 2020
4,298
$20.14 - $55.75 $86.6K - $240K
D
Dominion Energy, Inc

Utilities
Q1 2020 Filed on May 06, 2020
1,000
$59.39 - $89.8 $59.4K - $89.8K
Dominion Energy Inc
Q1 2020 Filed on May 06, 2020
1,489
N/A
GS
Goldman Sachs Group Inc

Financial Services
Q1 2020 Filed on May 06, 2020
11,285
$134.97 - $249.72 $1.52M - $2.82M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q1 2020 Filed on May 06, 2020
75,870
$3.9 - $7.7 $296K - $584K
RSF
River North Specialty Finance Corp

ETFs
Q1 2020 Filed on May 06, 2020
31,699
$14.3 - $18.55 $453K - $588K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q1 2020 Filed on May 06, 2020
9,634
$105.64 - $208.34 $1.02M - $2.01M
AGO
Assured Guaranty LTD

Financial Services
Q1 2020 Filed on May 06, 2020
8,500
$19.35 - $49.29 $164K - $419K
BB
Blackberry LTD

Technology
Q1 2020 Filed on May 06, 2020
25,000
$2.9 - $6.82 $72.5K - $171K
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2020 Filed on May 06, 2020
5,014
$28.96 - $44.0 $145K - $221K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2020 Filed on May 06, 2020
735
$59.73 - $99.87 $43.9K - $73.4K
LSXMA
Liberty Media Corp

Communication Services
Q1 2020 Filed on May 06, 2020
51
$22.92 - $50.08 $1.17K - $2.55K
LSXMK
Liberty Media Corp

Communication Services
Q1 2020 Filed on May 06, 2020
102
$24.33 - $50.29 $2.48K - $5.13K
FWONK
Liberty Media Corp

Communication Services
Q1 2020 Filed on May 06, 2020
1,457
$20.51 - $48.53 $29.9K - $70.7K
OKE
Oneok Inc

Energy
Q1 2020 Filed on May 06, 2020
3,608
$15.37 - $77.52 $55.5K - $280K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2019 Filed on Feb 11, 2020
11
$115.27 - $117.05 $1.27K - $1.29K
IXN
Ishares Global Information Tec

ETFs
Q4 2019 Filed on Feb 11, 2020
150
$29.92 - $35.2 $4.49K - $5.28K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q4 2019 Filed on Feb 11, 2020
58
$50.87 - $51.02 $2.95K - $2.96K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q4 2019 Filed on Feb 11, 2020
3,762
$27.52 - $30.4 $104K - $114K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q4 2019 Filed on Feb 11, 2020
3,094
$30.88 - $34.51 $95.5K - $107K
Nuveen North Carolina Qlty M
Q4 2019 Filed on Feb 11, 2020
24,259
N/A
MLSS
Milestone Scientific Inc.

Healthcare
Q4 2019 Filed on Feb 11, 2020
84,029
$0.8 - $1.6 $67.2K - $134K
FDX
Fedex Corp

Industrials
Q4 2019 Filed on Feb 11, 2020
13,187
$138.39 - $165.67 $1.82M - $2.18M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
Q4 2019 Filed on Feb 11, 2020
10,674
$7.76 - $8.59 $82.8K - $91.7K
REFR
Research Frontiers Inc

Technology
Q4 2019 Filed on Feb 11, 2020
37,378
$2.85 - $3.78 $107K - $141K
PCYG
Park City Group Inc

Technology
Q4 2019 Filed on Feb 11, 2020
17,850
$4.35 - $5.81 $77.6K - $104K
ITA
Ishares Tr

ETFs
Q4 2019 Filed on Feb 11, 2020
24
$107.34 - $116.85 $2.58K - $2.8K
Cbl & Assoc Pptys Inc
Q4 2019 Filed on Feb 11, 2020
10,000
N/A
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2019 Filed on Feb 11, 2020
406
$65.75 - $67.26 $26.7K - $27.3K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
Q4 2019 Filed on Feb 11, 2020
1,895
$25.83 - $26.41 $48.9K - $50K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q4 2019 Filed on Feb 11, 2020
527
$27.03 - $27.91 $14.2K - $14.7K
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q4 2019 Filed on Feb 11, 2020
43
$42.93 - $46.27 $1.85K - $1.99K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q4 2019 Filed on Feb 11, 2020
175
$29.44 - $32.1 $5.15K - $5.62K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q4 2019 Filed on Feb 11, 2020
525
$99.68 - $100.38 $52.3K - $52.7K
IYJ
Ishares Tr

ETFs
Q4 2019 Filed on Feb 11, 2020
375
$75.93 - $84.31 $28.5K - $31.6K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q4 2019 Filed on Feb 11, 2020
446
$338.73 - $376.09 $151K - $168K
CEMI
Chembio Diagnostics, Inc.

Healthcare
Q3 2019 Filed on Nov 12, 2019
10,762
$4.84 - $7.25 $52.1K - $78K
Orbcomm Inc
Q3 2019 Filed on Nov 12, 2019
11,651
N/A
CSCO
Cisco Systems, Inc.

Technology
Q3 2019 Filed on Nov 12, 2019
4,559
$46.25 - $58.05 $211K - $265K
New York Mtg Tr Inc
Q3 2019 Filed on Nov 12, 2019
48,547
N/A
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