Jrm Investment Counsel, LLC Closed Holding Positions

Jrm Investment Counsel, LLC

  • $290 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
Q2 2022 Filed on Aug 05, 2022
6,028
$45.82 - $49.76 $276K - $300K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2022 Filed on May 12, 2022
2,986
$67.73 - $76.65 $202K - $229K
VBR
Vanguard Small Cap Value ETF

ETFs
Q1 2022 Filed on May 12, 2022
14,901
$165.62 - $182.58 $2.47M - $2.72M
Monmouth Real Estate Invt CO
Q2 2021 Filed on Aug 13, 2021
26,738
N/A
PAA
Plains All American Pipeline LP

Energy
Q2 2020 Filed on Aug 12, 2020
243,696
$5.1 - $12.25 $1.24M - $2.99M
PAGP
Plains Gp Holdings LP

Energy
Q2 2020 Filed on Aug 12, 2020
143,030
$5.37 - $12.84 $768K - $1.84M
America First Multifamily In
Q2 2020 Filed on Aug 12, 2020
30,000
N/A
KMI
Kinder Morgan, Inc.

Energy
Q2 2020 Filed on Aug 12, 2020
209,048
$12.73 - $17.97 $2.66M - $3.76M
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2020 Filed on May 13, 2020
92,007
$27.48 - $31.14 $2.53M - $2.87M
EEMV
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on May 13, 2020
63,938
$42.59 - $59.58 $2.72M - $3.81M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2020 Filed on May 13, 2020
45,374
$97.07 - $101.94 $4.4M - $4.63M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2020 Filed on May 13, 2020
20,885
$60.97 - $94.78 $1.27M - $1.98M
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2020 Filed on May 13, 2020
2,533
$68.69 - $121.9 $174K - $309K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q1 2020 Filed on May 13, 2020
15,248
$8.28 - $13.77 $126K - $210K
Blackstone Group L P
Q3 2019 Filed on Nov 12, 2019
263,133
N/A
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
1,141
$183.17 - $198.52 $209K - $227K
ILPT
Industrial Logistics Properties Trust

Real Estate
Q2 2019 Filed on Aug 06, 2019
56,809
$18.45 - $21.26 $1.05M - $1.21M
Transcanada Corp
Q2 2019 Filed on Aug 06, 2019
62,500
N/A
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q1 2019 Filed on May 10, 2019
16,247
$68.34 - $81.18 $1.11M - $1.32M
Government Pptys Income Tr
Q1 2019 Filed on May 10, 2019
109,520
N/A
Select Income Reit
Q1 2019 Filed on May 10, 2019
20,081
N/A
WFC
Wells Fargo & Company

Financial Services
Q4 2018 Filed on Feb 11, 2019
54,957
$43.6 - $54.46 $2.4M - $2.99M
WMB
Williams Companies, Inc.

Energy
Q4 2018 Filed on Feb 11, 2019
34,550
$20.58 - $27.98 $711K - $967K
SPMD
Spdr Portfolio

ETFs
Q4 2018 Filed on Feb 11, 2019
5,784
N/A
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2018 Filed on Nov 07, 2018
13,834
$39.98 - $44.11 $553K - $610K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q3 2018 Filed on Nov 07, 2018
14,402
N/A
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2018 Filed on Aug 07, 2018
16,285
N/A
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2018 Filed on May 14, 2018
2,541
N/A
Huntington Bancshares Inc
Q1 2018 Filed on May 14, 2018
4,513
N/A
DVY
Ishares Tr

ETFs
Q1 2018 Filed on May 14, 2018
2,300
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2017 Filed on Feb 12, 2018
4,036
N/A
Golar Lng Partners LP
Q4 2017 Filed on Feb 12, 2018
148,191
N/A
Parkway Inc
Q4 2017 Filed on Feb 12, 2018
19,321
N/A
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