Glassman Wealth Services Closed Holding Positions

Glassman Wealth Services

  • $596 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
General Cable Corp Del New Com
Q2 2018 Filed on Aug 09, 2018
12
N/A
Pennsylvania Rl Estate Invt Sh Ben Int
Q2 2018 Filed on Aug 09, 2018
20
N/A
Powershares ETF Tr Ii Ex Us Sml Port
Q2 2018 Filed on Aug 09, 2018
600
N/A
Powershares ETF Tr Ii Pwrshs Sp500 Low
Q2 2018 Filed on Aug 09, 2018
600
N/A
Tesaro Inc Com
Q2 2018 Filed on Aug 09, 2018
5
N/A
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
Q2 2018 Filed on Aug 09, 2018
3,800
$12.8 - $13.35 $48.6K - $50.7K
Rmr Real Estate Income Fund Com
Q2 2018 Filed on Aug 09, 2018
2,500
N/A
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
Q2 2018 Filed on Aug 09, 2018
2,180
$14.46 - $15.28 $31.5K - $33.3K
Kkr & CO L P Del Com Units
Q2 2018 Filed on Aug 09, 2018
1,500
N/A
IQI
Invesco Quality Municipal Income Trust

Financial Services
Q2 2018 Filed on Aug 09, 2018
2,300
$11.73 - $12.04 $27K - $27.7K
Aberdeen Gtr China Fd Inc Com
Q2 2018 Filed on Aug 09, 2018
1,706
N/A
GLQ
Clough Global Equity Fund

Financial Services
Q2 2018 Filed on Aug 09, 2018
440
$13.05 - $14.71 $5.74K - $6.47K
EFV
Msci Eafe Value ETF

ETFs
Q2 2018 Filed on Aug 09, 2018
55
$50.85 - $56.38 $2.8K - $3.1K
American Railcar Inds Inc Com
Q2 2018 Filed on Aug 09, 2018
7
N/A
Colony Northstar Inc Cl A Com
Q2 2018 Filed on Aug 09, 2018
55
N/A
Ddr Corp Com
Q2 2018 Filed on Aug 09, 2018
27
N/A
New Sr Invt Group Inc Com
Q2 2018 Filed on Aug 09, 2018
26
N/A
Ultra Petroleum Corp Com New
Q2 2018 Filed on Aug 09, 2018
48
N/A
SGA
Saga Communications Inc

Communication Services
Q2 2018 Filed on Aug 09, 2018
5
$36.55 - $39.6 $183 - $198
Agrium Inc
Q1 2018 Filed on May 01, 2018
504
N/A
Broadcom LTD
Q1 2018 Filed on May 01, 2018
153
N/A
Bioverativ Inc
Q1 2018 Filed on May 01, 2018
47
N/A
Fs Investment Corp
Q1 2018 Filed on May 01, 2018
9,682
N/A
Guggenheim S&P 500 Equal Weight Tech
Q1 2018 Filed on May 01, 2018
255
N/A
Powershares ETF Tr Ii
Q1 2018 Filed on May 01, 2018
111
N/A
Priceline.Com Inc New
Q1 2018 Filed on May 01, 2018
15
N/A
Rydex S&P Midcap 400 Pure Growth
Q1 2018 Filed on May 01, 2018
1,030
N/A
Scripps Networks Interact In
Q1 2018 Filed on May 01, 2018
7
N/A
Time Warner Inc.
Q1 2018 Filed on May 01, 2018
37
N/A
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q1 2018 Filed on May 01, 2018
440
N/A
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q1 2018 Filed on May 01, 2018
624
$16.05 - $17.66 $10K - $11K
Aceto Corp Com
Q1 2018 Filed on May 01, 2018
28
N/A
Almost Family Inc Com
Q1 2018 Filed on May 01, 2018
4
N/A
Asia Tigers Fd Inc Com
Q1 2018 Filed on May 01, 2018
17
N/A
CLVS
Clovis Oncology, Inc.

Healthcare
Q1 2018 Filed on May 01, 2018
4
$50.12 - $67.72 $200 - $271
Control4 Corp Com
Q1 2018 Filed on May 01, 2018
8
N/A
Duff & Phelps Util Corp Bd T Com
Q1 2018 Filed on May 01, 2018
400
N/A
Era Group Inc Com
Q1 2018 Filed on May 01, 2018
100
N/A
FONR
Fonar Corp

Healthcare
Q1 2018 Filed on May 01, 2018
11
$22.95 - $29.8 $252 - $328
GHL
Greenhill & CO Inc

Financial Services
Q1 2018 Filed on May 01, 2018
13
$16.8 - $20.85 $218 - $271
Inc Resh Hldgs Inc Cl A
Q1 2018 Filed on May 01, 2018
8
N/A
Jernigan Cap Inc Com
Q1 2018 Filed on May 01, 2018
13
N/A
Liberty Expedia Holdings Ser A Com
Q1 2018 Filed on May 01, 2018
12
N/A
Liberty Interactive Corp Lbt Ven Com A Ne
Q1 2018 Filed on May 01, 2018
32
N/A
Meet Group Inc Com
Q1 2018 Filed on May 01, 2018
100
N/A
MDXG
Mimedx Group, Inc.

Healthcare
Q1 2018 Filed on May 01, 2018
23
$6.69 - $17.96 $154 - $413
Orchids Paper Prods CO Del Com
Q1 2018 Filed on May 01, 2018
19
N/A
Powershs Db Multi Sect Comm Db Base Metals
Q1 2018 Filed on May 01, 2018
180
N/A
Regal Entmt Group Cl A
Q1 2018 Filed on May 01, 2018
15
N/A
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