Midwest Professional Planners, Ltd. Closed Holding Positions

Midwest Professional Planners, Ltd.

  • $324 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MDT
Medtronic PLC

Healthcare
Q2 2022 Filed on Aug 09, 2022
7,035
$87.4 - $113.09 $615K - $796K
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2022 Filed on Aug 09, 2022
4,250
$40.38 - $48.66 $172K - $207K
Goldman Sachs Bdc Inc
Q1 2022 Filed on May 11, 2022
75,000
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
3,882
$44.77 - $54.33 $174K - $211K
Xilinx Inc
Q1 2022 Filed on May 11, 2022
4,744
N/A
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2022 Filed on May 11, 2022
12,806
$128.66 - $144.3 $1.65M - $1.85M
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q4 2021 Filed on Feb 10, 2022
5,383
$44.53 - $46.0 $240K - $248K
EVRG
Evergy, Inc.

Utilities
Q3 2021 Filed on Nov 08, 2021
5,577
$61.39 - $69.26 $342K - $386K
Costco Wholesale Corp
Q2 2021 Filed on Aug 10, 2021
2,224
N/A
Public Storage
Q2 2021 Filed on Aug 10, 2021
2,362
N/A
NYF
Ishares New York Muni Bond ETF

ETFs
Q2 2021 Filed on Aug 10, 2021
8,461
$57.63 - $58.63 $488K - $496K
PLM
Polymet Mining Corp

Basic Materials
Q2 2021 Filed on Aug 10, 2021
13,180
$2.73 - $3.9 $36K - $51.4K
EMB
Ishares Tr

ETFs
Q2 2021 Filed on Aug 10, 2021
73,266
$109.25 - $112.9 $8M - $8.27M
Lockheed Martin Corp
Q2 2021 Filed on Aug 10, 2021
3,224
N/A
Fs Kkr Cap Corp Ii
Q1 2021 Filed on May 17, 2021
19,535
N/A
AOA
Ishares Tr Core Aggressive All

ETFs
Q1 2021 Filed on May 17, 2021
4,109
$63.86 - $67.38 $262K - $277K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2021 Filed on May 17, 2021
8,615
$124.29 - $128.12 $1.07M - $1.1M
I Shares Nasdaq Biotechnology ETF
Q3 2020 Filed on Nov 06, 2020
8,583
N/A
Poly Met Mining Corp
Q3 2020 Filed on Nov 06, 2020
13,180
N/A
DRD
Drdgold LTD

Basic Materials
Q4 2019 Filed on Feb 11, 2020
14,451
$3.97 - $5.31 $57.4K - $76.7K
BIIB
Biogen Inc.

Healthcare
Q3 2019 Filed on Nov 14, 2019
1,323
$217.44 - $243.88 $288K - $323K
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2019 Filed on Nov 14, 2019
3,026
$62.51 - $69.0 $189K - $209K
GIS
General Mills Inc

Consumer Defensive
Q3 2019 Filed on Nov 14, 2019
7,383
$51.91 - $55.59 $383K - $410K
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2019 Filed on Nov 14, 2019
10,021
$8.71 - $11.94 $87.3K - $120K
BMO
Bank Of Montreal

Financial Services
Q3 2019 Filed on Nov 14, 2019
2,746
$66.9 - $77.18 $184K - $212K
USB
Us Bancorp \De\

Financial Services
Q2 2019 Filed on Aug 12, 2019
6,996
$49.07 - $53.48 $343K - $374K
IRBT
Irobot Corp

Consumer Cyclical
Q2 2019 Filed on Aug 12, 2019
2,963
$86.84 - $130.57 $257K - $387K
CME
Cme Group Inc.

Financial Services
Q2 2019 Filed on Aug 12, 2019
1,413
$166.55 - $203.18 $235K - $287K
VALE
Vale S.A.

Basic Materials
Q1 2019 Filed on May 08, 2019
33,611
$11.17 - $14.86 $375K - $499K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q1 2019 Filed on May 08, 2019
1,642
$226.72 - $260.89 $372K - $428K
PFE
Pfizer Inc

Healthcare
Q1 2019 Filed on May 08, 2019
15,774
$37.5 - $41.2 $592K - $650K
PNW
Pinnacle West Capital Corp

Utilities
Q1 2019 Filed on May 08, 2019
5,005
$82.47 - $96.84 $413K - $485K
HP
Helmerich & Payne, Inc.

Energy
Q4 2018 Filed on Feb 14, 2019
3,688
$44.95 - $72.94 $166K - $269K
Aetna Inc
Q4 2018 Filed on Feb 14, 2019
4,859
N/A
UHS
Universal Health Services Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
3,581
$113.42 - $137.99 $406K - $494K
PTR
Petrochina CO LTD

Energy
Q3 2018 Filed on Nov 13, 2018
24
$70.54 - $81.44 $1.69K - $1.95K
IPGP
Ipg Photonics Corp

Technology
Q3 2018 Filed on Nov 13, 2018
868
$155.46 - $242.53 $135K - $211K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q3 2018 Filed on Nov 13, 2018
244
N/A
Quality Care Properties Inc
Q3 2018 Filed on Nov 13, 2018
327
N/A
QCOM
Qualcomm Inc

Technology
Q3 2018 Filed on Nov 13, 2018
907
$55.33 - $75.09 $50.2K - $68.1K
PGR
Progressive Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
20
$58.42 - $71.2 $1.17K - $1.42K
PRA
Proassurance Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
219
$35.5 - $49.4 $7.77K - $10.8K
PPG
Ppg Industries Inc

Basic Materials
Q3 2018 Filed on Nov 13, 2018
1,600
$102.0 - $115.98 $163K - $186K
Invesco Qqq Trust
Q3 2018 Filed on Nov 13, 2018
2,428
N/A
PFG
Principal Financial Group Inc

Financial Services
Q3 2018 Filed on Nov 13, 2018
102
$52.86 - $59.54 $5.39K - $6.07K
PII
Polaris Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
86
$100.95 - $127.9 $8.68K - $11K
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
206
$77.45 - $86.84 $16K - $17.9K
PH
Parker Hannifin Corp

Industrials
Q3 2018 Filed on Nov 13, 2018
795
$156.09 - $190.58 $124K - $152K
NVO
Novo Nordisk A S

Healthcare
Q3 2018 Filed on Nov 13, 2018
140
$46.76 - $51.24 $6.55K - $7.17K
Track This Portfolio

Track Midwest Professional Planners, Ltd. Portfolio

Follow Midwest Professional Planners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Midwest Professional Planners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Midwest Professional Planners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email