Kcm Investment Advisors LLC Closed Holding Positions

Kcm Investment Advisors LLC

  • $2.91 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Jp Morgan Chase 6.70.Perp Calle
Q1 2019 Filed on May 16, 2019
61,012
N/A
Cigna Corp
Q4 2018 Filed on Feb 12, 2019
1,986
N/A
All State 6.75 Called 10/15/18
Q4 2018 Filed on Feb 12, 2019
8,696
N/A
Express Scripts Holding Co.
Q4 2018 Filed on Feb 12, 2019
4,127
N/A
Gladstone Invstmt 6.375 Cum 8/
Q4 2018 Filed on Feb 12, 2019
8,100
N/A
Barclays 8.125 Bb Ncu Qdi Cal
Q4 2018 Filed on Feb 12, 2019
14,100
N/A
HTPRD
Hersha Hospitality Tr Pfd Cum
Q4 2018 Filed on Feb 12, 2019
12,025
N/A
Kalytera Therapeutics Inc
Q4 2018 Filed on Feb 12, 2019
10,000
N/A
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2018 Filed on Feb 12, 2019
47,734
N/A
ABC
Amerisourcebergen Corp

Healthcare
Q4 2018 Filed on Feb 12, 2019
2,186
$70.76 - $93.76 $155K - $205K
First Republic 7.0 Called12/2
Q4 2018 Filed on Feb 12, 2019
164,629
N/A
Rockwell Collins Inc.
Q4 2018 Filed on Feb 12, 2019
7,190
N/A
Ge Cap Corp 5.00 Perp/Call 1/
Q4 2018 Filed on Feb 12, 2019
1,905,000
N/A
Aetna Inc
Q4 2018 Filed on Feb 12, 2019
10,478
N/A
Citigroup 5.8 Qdi Bb Called
Q4 2018 Filed on Feb 12, 2019
7,985
N/A
NVT
N Vent Electric PLC

Industrials
Q4 2018 Filed on Feb 12, 2019
8,008
$20.31 - $27.55 $163K - $221K
Eurasian Minerals Inc
Q4 2018 Filed on Feb 12, 2019
53,000
N/A
RCA
Ready Capital Corp

Industrials
Q4 2018 Filed on Feb 12, 2019
8,000
$0.0 - $0.0 $0 - $0
La Salle Hotel 6.375
Q4 2018 Filed on Feb 12, 2019
9,116
N/A
AHTPRH
Ashford Hospitality Tr Inc Cum
Q4 2018 Filed on Feb 12, 2019
10,216
N/A
La Salle Hotel 6.3 Called 9/13
Q4 2018 Filed on Feb 12, 2019
9,887
N/A
ABB
Abb LTD

Industrials
Q4 2018 Filed on Feb 12, 2019
16,832
$18.19 - $23.42 $306K - $394K
INNPRE
Summit Hotel Pptys Inc Cum Red
Q4 2018 Filed on Feb 12, 2019
8,900
N/A
Praxair Inc (Acquired)
Q4 2018 Filed on Feb 12, 2019
18,334
N/A
TVC
Tennessee Valley Authority

ETFs
Q4 2018 Filed on Feb 12, 2019
8,000
$24.21 - $25.0 $194K - $200K
FNK
First Trust Mid Cap Value Alph

ETFs
Q4 2018 Filed on Feb 12, 2019
8,783
N/A
IVN.TO
Ivanhoe Mines Ltd.

Basic Materials
Q4 2018 Filed on Feb 12, 2019
240,000
N/A
Finisar Corporation
Q4 2018 Filed on Feb 12, 2019
10,000
N/A
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q4 2018 Filed on Feb 12, 2019
5,509
$34.13 - $43.76 $188K - $241K
Teekay Offshore 8.875 Cum Cl 2
Q4 2018 Filed on Feb 12, 2019
9,425
N/A
Ally 8.125 Call Cum Call 5/17
Q4 2018 Filed on Feb 12, 2019
8,200
N/A
Century Link Quest 7.0.Sn Nts Cl
Q3 2018 Filed on Nov 07, 2018
97,232
N/A
PEIPRC
Pennsylvania Real Es
Q3 2018 Filed on Nov 07, 2018
9,810
N/A
Triangle Capitl 6.375. Called
Q3 2018 Filed on Nov 07, 2018
35,300
N/A
Oxford Lane Capital 7.50. 6/20
Q3 2018 Filed on Nov 07, 2018
8,005
N/A
Banc Of California 8.00. Cal2018
Q3 2018 Filed on Nov 07, 2018
95,018
N/A
Bank Of America 6.625. Called
Q3 2018 Filed on Nov 07, 2018
22,042
N/A
Wells Fargo 8.00. Bbb Called
Q3 2018 Filed on Nov 07, 2018
159,726
N/A
Southerland Asset Mgt Sr 6.5.
Q3 2018 Filed on Nov 07, 2018
21,565
N/A
Amarillo Gold Corp
Q3 2018 Filed on Nov 07, 2018
13,000
N/A
PNR
Pentair PLC

Industrials
Q3 2018 Filed on Nov 07, 2018
5,993
$41.91 - $45.31 $251K - $272K
Maiden Holdings 8.25.Prp Cl8/2
Q3 2018 Filed on Nov 07, 2018
29,200
N/A
Quest Us West Sn Note7.5. Bbb Cl
Q3 2018 Filed on Nov 07, 2018
55,257
N/A
Ggp Inc 6.375. Call 2/2018 Cum
Q3 2018 Filed on Nov 07, 2018
14,600
N/A
Glandstone Invstmt 6.50.Sr Nts2
Q3 2018 Filed on Nov 07, 2018
8,663
N/A
Bofi Holdings 6.25.Sr Nts 2/20
Q3 2018 Filed on Nov 07, 2018
8,550
N/A
MET
Metlife Inc

Financial Services
Q3 2018 Filed on Nov 07, 2018
8,657
$43.4 - $48.79 $376K - $422K
Bgc Partners 8.125. 2042 Call
Q3 2018 Filed on Nov 07, 2018
135,819
N/A
Goldman Active Beta Europe Equi
Q3 2018 Filed on Nov 07, 2018
7,465
N/A
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