Kcm Investment Advisors LLC Closed Holding Positions

Kcm Investment Advisors LLC

  • $2.85 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2021 Filed on Nov 12, 2021
1,651
$118.69 - $138.49 $196K - $229K
OLED
Universal Display Corp Pa

Technology
Q3 2021 Filed on Nov 12, 2021
900
$170.96 - $234.49 $154K - $211K
General Electric CO
Q3 2021 Filed on Nov 12, 2021
89,724
N/A
ICE
Intercontinental Exchange, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,698
$114.82 - $121.36 $195K - $206K
VTRS
Viatris Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
11,017
$13.25 - $15.13 $146K - $167K
Ishares Gold Tr
Q2 2021 Filed on Aug 12, 2021
21,747
N/A
FXI
Ishares Tr

ETFs
Q2 2021 Filed on Aug 12, 2021
22,324
$43.55 - $47.59 $972K - $1.06M
NTES
Net Ease, Inc.

Communication Services
Q2 2021 Filed on Aug 12, 2021
1,961
$101.51 - $119.07 $199K - $233K
Varian Med Sys Inc
Q2 2021 Filed on Aug 12, 2021
16,770
N/A
MDU
Mdu Resources Group Inc

Industrials
Q2 2021 Filed on Aug 12, 2021
200,500
$30.65 - $34.55 $6.15M - $6.93M
TCBI
Texas Capital Bancshares Inc

Financial Services
Q2 2021 Filed on Aug 12, 2021
3,000
$62.35 - $70.59 $187K - $212K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q2 2021 Filed on Aug 12, 2021
2,836
$74.82 - $79.61 $212K - $226K
DNP
Dnp Select Income Fund Inc

Financial Services
Q1 2021 Filed on May 13, 2021
17,112
$9.8 - $10.62 $168K - $182K
DHI
Horton D R Inc

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
4,123
$65.85 - $89.85 $271K - $370K
ROK
Rockwell Automation, Inc

Industrials
Q1 2021 Filed on May 13, 2021
920
$241.05 - $273.55 $222K - $252K
PAAS
Pan American Silver Corp

Basic Materials
Q1 2021 Filed on May 13, 2021
6,500
$28.12 - $38.3 $183K - $249K
AVB
Avalonbay Communities Inc

Real Estate
Q3 2020 Filed on Nov 16, 2020
3,179
$145.72 - $162.1 $463K - $515K
Eagle Bulk Shipping Inc
Q3 2020 Filed on Nov 16, 2020
50,000
N/A
BFB
Brown Forman Corp Cl B
Q3 2020 Filed on Nov 16, 2020
4,655
N/A
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
Q3 2020 Filed on Nov 16, 2020
25,000
$3.43 - $5.53 $85.8K - $138K
Terraform Pwr Inc
Q3 2020 Filed on Nov 16, 2020
13,060
N/A
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
1,000
$1056.45 - $1379.03 $1.06M - $1.38M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
18,403
$82.55 - $83.1 $1.52M - $1.53M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q3 2020 Filed on Nov 16, 2020
8,480
$60.3 - $61.57 $511K - $522K
TRQ.TO
Turquoise Hill Resources Ltd.

Basic Materials
Q3 2020 Filed on Nov 16, 2020
100,000
N/A
Discovery Inc
Q2 2020 Filed on Aug 14, 2020
18,599
N/A
MSI
Motorola Solutions, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
5,609
$126.09 - $158.32 $707K - $888K
Raytheon CO Com New
Q2 2020 Filed on Aug 14, 2020
15,179
N/A
Citigroup Global Mkts Hldgs
Q2 2020 Filed on Aug 14, 2020
16,667
N/A
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
2,130
$142.38 - $189.44 $303K - $404K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2020 Filed on Aug 14, 2020
4,601
$44.63 - $51.65 $205K - $238K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 27, 2020
35,786
$21.32 - $52.97 $763K - $1.9M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q1 2020 Filed on Apr 27, 2020
6,281
$20.48 - $38.6 $129K - $242K
Ingersoll Rand PLC
Q1 2020 Filed on Apr 27, 2020
18,281
N/A
STWD
Starwood Property Trust, Inc.

Real Estate
Q1 2020 Filed on Apr 27, 2020
36,709
$8.8 - $26.14 $323K - $960K
BKH
Black Hills Corp

Utilities
Q1 2020 Filed on Apr 27, 2020
2,813
$50.93 - $85.53 $143K - $241K
Allergan PLC
Q1 2020 Filed on Apr 27, 2020
1,079
N/A
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2020 Filed on Apr 27, 2020
7,000
$35.86 - $54.78 $251K - $383K
IEFA
Ishares Tr

ETFs
Q1 2020 Filed on Apr 27, 2020
3,189
$43.31 - $66.12 $138K - $211K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
Q1 2020 Filed on Apr 27, 2020
5,068
$29.16 - $44.16 $148K - $224K
United Technologies Corp
Q1 2020 Filed on Apr 27, 2020
20,205
N/A
GWW
W.W. Grainger, Inc.

Industrials
Q1 2020 Filed on Apr 27, 2020
613
$209.49 - $344.71 $128K - $211K
FTV
Fortive Corp

Technology
Q1 2020 Filed on Apr 27, 2020
2,872
$35.15 - $66.44 $101K - $191K
FFIN
First Financial Bankshares Inc

Financial Services
Q1 2020 Filed on Apr 27, 2020
12,447
$23.52 - $35.16 $293K - $438K
Buckeye Partners L P
Q4 2019 Filed on Feb 18, 2020
10,000
N/A
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2019 Filed on Feb 18, 2020
5,055
$39.79 - $44.7 $201K - $226K
Altaba Inc
Q4 2019 Filed on Feb 18, 2020
15,088
N/A
Celgene Corp
Q4 2019 Filed on Feb 18, 2020
2,612
N/A
Blackstone Group L P
Q3 2019 Filed on Nov 15, 2019
17,756
N/A
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