Financial Advocates Investment Management Closed Holding Positions

Financial Advocates Investment Management

  • $1.37 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CNSL
Consolidated Communications Holdings, Inc.

Communication Services
Q4 2019 Filed on Feb 13, 2020
12,144
$3.33 - $4.69 $40.4K - $57K
LRGF
Ishares Tr

ETFs
Q4 2019 Filed on Feb 13, 2020
57,584
$30.86 - $34.52 $1.78M - $1.99M
Ishares Tr
Q4 2019 Filed on Feb 13, 2020
10,111
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2019 Filed on Feb 13, 2020
12,358
N/A
Craft Brew Alliance Inc
Q4 2019 Filed on Feb 13, 2020
10,548
N/A
Ak Stl Hldg Corp
Q4 2019 Filed on Feb 13, 2020
33,725
N/A
PI
Impinj Inc

Technology
Q4 2019 Filed on Feb 13, 2020
7,980
$25.86 - $36.88 $206K - $294K
BOH
Bank Of Hawaii Corp

Financial Services
Q4 2019 Filed on Feb 13, 2020
6,766
$81.65 - $95.28 $552K - $645K
Celgene Corp
Q4 2019 Filed on Feb 13, 2020
2,907
N/A
PSA
Public Storage

Real Estate
Q4 2019 Filed on Feb 13, 2020
1,111
$204.25 - $247.33 $227K - $275K
Colony Credit
Q3 2019 Filed on Nov 13, 2019
12,564
N/A
Blackstone Group
Q3 2019 Filed on Nov 13, 2019
13,971
N/A
RZG
Invesco Fd Tr S&P Smallcap 600
Q3 2019 Filed on Nov 13, 2019
4,127
N/A
Marvell Technology
Q3 2019 Filed on Nov 13, 2019
18,314
N/A
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q3 2019 Filed on Nov 13, 2019
35,528
$26.98 - $29.11 $959K - $1.03M
FPI
Farmland Partners Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
12,100
$5.74 - $7.01 $69.5K - $84.8K
Oppenheimer ETF Tr
Q2 2019 Filed on Aug 08, 2019
25,325
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 08, 2019
5,724
N/A
BAX
Baxter International Inc

Healthcare
Q2 2019 Filed on Aug 08, 2019
3,105
$73.44 - $82.41 $228K - $256K
Novavax Inc
Q2 2019 Filed on Aug 08, 2019
20,000
N/A
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q2 2019 Filed on Aug 08, 2019
6,828
$45.84 - $47.81 $313K - $326K
Oppenheimer ETF Tr
Q2 2019 Filed on Aug 08, 2019
5,836
N/A
ICF
Ishares Tr

ETFs
Q1 2019 Filed on May 16, 2019
9,388
$46.65 - $55.74 $438K - $523K
VAMO
Cambria ETF Tr Value & Momentu

ETFs
Q1 2019 Filed on May 16, 2019
19,857
$20.45 - $22.4 $406K - $445K
Vereit Inc
Q1 2019 Filed on May 16, 2019
11,749
N/A
Aveo Pharmaceuticals Inc
Q1 2019 Filed on May 16, 2019
15,000
N/A
Barclays Bk PLC
Q1 2019 Filed on May 16, 2019
10,141
N/A
Aetna Inc New
Q4 2018 Filed on Feb 14, 2019
1,717
N/A
Etfs Gold Tr
Q4 2018 Filed on Feb 14, 2019
2,519
N/A
Express Scripts Hldg CO
Q4 2018 Filed on Feb 14, 2019
4,827
N/A
Kraton Corp
Q4 2018 Filed on Feb 14, 2019
4,800
N/A
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q4 2018 Filed on Feb 14, 2019
147
$26.47 - $30.8 $3.89K - $4.53K
GRES
Indexiq ETF Tr Iq Global Resou

ETFs
Q4 2018 Filed on Feb 14, 2019
16,802
$25.05 - $27.55 $421K - $463K
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 14, 2019
28,091
N/A
VONE
Vanguard Russell 1000 ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
2,073
N/A
Corporate Cap Tr Inc
Q4 2018 Filed on Feb 14, 2019
90,558
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Feb 14, 2019
16,462
N/A
Andeavor
Q4 2018 Filed on Feb 14, 2019
2,044
N/A
Tortoise Mlp Fd Inc
Q3 2018 Filed on Nov 14, 2018
55,706
N/A
Foundation Medicine Inc
Q3 2018 Filed on Nov 14, 2018
1,500
N/A
Innovator Etfs Tr
Q3 2018 Filed on Nov 14, 2018
105,388
N/A
Kayne Anderson Enrgy Ttl Rt
Q3 2018 Filed on Nov 14, 2018
10,000
N/A
Arqule Inc
Q3 2018 Filed on Nov 14, 2018
10,000
N/A
Alpine Total Dynamic Divid F
Q2 2018 Filed on Aug 09, 2018
400,961
N/A
Colony Northstar Cr Real Est
Q2 2018 Filed on Aug 09, 2018
13,797
N/A
Bldrs Index Fds Tr
Q2 2018 Filed on Aug 09, 2018
17,038
N/A
Chicago Bridge & Iron CO N V
Q2 2018 Filed on Aug 09, 2018
13,134
N/A
Powershs Db Multi Sect Comm
Q2 2018 Filed on Aug 09, 2018
10,951
N/A
Target Corp
Q2 2018 Filed on Aug 09, 2018
4,057
N/A
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