Moseley Investment Management Inc Closed Holding Positions

Moseley Investment Management Inc

  • $249 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
10,625
$18.45 - $19.5 $196K - $207K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2020 Filed on Nov 04, 2020
4,866
$47.85 - $52.43 $233K - $255K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q2 2020 Filed on Jul 24, 2020
8,498
$28.91 - $37.99 $246K - $323K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q2 2020 Filed on Jul 24, 2020
10,159
$49.94 - $65.05 $507K - $661K
ACWI
Ishares Msci Acwi ETF

ETFs
Q2 2020 Filed on Jul 24, 2020
10,672
$59.7 - $77.34 $637K - $825K
CYBR
Cyber Ark Software Ltd.

Technology
Q2 2020 Filed on Jul 24, 2020
2,582
$76.75 - $114.77 $198K - $296K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q2 2020 Filed on Jul 24, 2020
5,893
$77.66 - $101.43 $458K - $598K
Alps ETF Tr
Q2 2020 Filed on Jul 24, 2020
39,792
N/A
MAR
Marriott International Inc

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
2,160
$63.81 - $151.49 $138K - $327K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2020 Filed on Apr 20, 2020
1,793
$46.62 - $86.52 $83.6K - $155K
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2020 Filed on Apr 20, 2020
6,057
$28.78 - $44.66 $174K - $271K
Aqua America Inc
Q1 2020 Filed on Apr 20, 2020
5,019
N/A
EPR
Epr Properties

Real Estate
Q1 2020 Filed on Apr 20, 2020
3,374
$13.92 - $73.17 $47K - $247K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2020 Filed on Apr 20, 2020
1,605
$90.36 - $137.08 $145K - $220K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q4 2019 Filed on Jan 15, 2020
7,902
$40.37 - $41.24 $319K - $326K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2019 Filed on Jan 15, 2020
21,223
$33.84 - $38.03 $718K - $807K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q4 2019 Filed on Jan 15, 2020
31,498
$35.06 - $35.42 $1.1M - $1.12M
TTE
Total Energies Se

Energy
Q3 2019 Filed on Oct 30, 2019
4,531
$48.01 - $56.58 $218K - $256K
INTC
Intel Corp

Technology
Q3 2019 Filed on Oct 30, 2019
11,288
$44.96 - $53.01 $508K - $598K
MO
Altria Group, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 30, 2019
32,656
$40.12 - $50.53 $1.31M - $1.65M
Blackstone Group L P
Q3 2019 Filed on Oct 30, 2019
9,765
N/A
SEIC
Sei Investments CO

Financial Services
Q3 2019 Filed on Oct 30, 2019
6,907
$55.38 - $60.9 $383K - $421K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q3 2019 Filed on Oct 30, 2019
5,000
$28.24 - $28.68 $141K - $143K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q3 2019 Filed on Oct 30, 2019
4,714
$54.24 - $56.14 $256K - $265K
KO
Coca Cola CO

Consumer Defensive
Q3 2019 Filed on Oct 30, 2019
4,219
$51.22 - $55.77 $216K - $235K
WFC
Wells Fargo & Company

Financial Services
Q3 2019 Filed on Oct 30, 2019
6,073
$43.38 - $50.71 $263K - $308K
Raytheon CO
Q3 2019 Filed on Oct 30, 2019
1,176
N/A
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q3 2019 Filed on Oct 30, 2019
6,385
$30.08 - $33.22 $192K - $212K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q3 2019 Filed on Oct 30, 2019
2,866
$113.33 - $138.46 $325K - $397K
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2019 Filed on Oct 30, 2019
3,983
$68.8 - $75.57 $274K - $301K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 30, 2019
4,469
$52.22 - $56.63 $233K - $253K
LNG
Cheniere Energy, Inc.

Energy
Q2 2019 Filed on Jul 16, 2019
5,889
$62.58 - $68.91 $369K - $406K
Hd Supply Hldgs Inc
Q2 2019 Filed on Jul 16, 2019
5,000
N/A
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