Mutual Advisors, LLC Closed Holding Positions

Mutual Advisors, LLC

  • $3.5 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q1 2020 Filed on May 13, 2020
12,103
$6.3 - $17.93 $76.2K - $217K
CMF
Ishares California Muni Bond E

ETFs
Q1 2020 Filed on May 13, 2020
4,725
$53.78 - $62.95 $254K - $297K
PRVB
Provention Bio, Inc.

Healthcare
Q1 2020 Filed on May 13, 2020
15,000
$5.42 - $17.75 $81.3K - $266K
USMC
Principal ETF U S Mega Cap

ETFs
Q1 2020 Filed on May 13, 2020
14,391
$22.99 - $32.83 $331K - $472K
Royal Dutch Shell PLC
Q1 2020 Filed on May 13, 2020
30,834
N/A
DDWM
Wisdomtree Tr Currency Hedged

ETFs
Q1 2020 Filed on May 13, 2020
7,040
$20.08 - $30.89 $141K - $217K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 13, 2020
7,967
$20.14 - $55.75 $160K - $444K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
Q1 2020 Filed on May 13, 2020
10,067
$3.2 - $6.99 $32.2K - $70.4K
IFGL
Ishares International Develope

ETFs
Q1 2020 Filed on May 13, 2020
10,488
$18.34 - $30.76 $192K - $323K
JPHY
Jp Morgan High Yield Research

ETFs
Q1 2020 Filed on May 13, 2020
8,697
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2020 Filed on May 13, 2020
3,431
$52.05 - $64.37 $179K - $221K
SKYW
Skywest Inc

Industrials
Q1 2020 Filed on May 13, 2020
4,300
$12.07 - $66.2 $51.9K - $285K
Suntrust Bks Inc
Q4 2019 Filed on Feb 11, 2020
20,662
N/A
PHYS
Sprott Physical Gold Trust

Financial Services
Q4 2019 Filed on Feb 11, 2020
17,257
$11.67 - $12.18 $201K - $210K
ES
Eversource Energy

Utilities
Q4 2019 Filed on Feb 11, 2020
3,172
$79.19 - $86.2 $251K - $273K
Celgene Corp
Q4 2019 Filed on Feb 11, 2020
11,479
N/A
GME
Game Stop Corp.

Consumer Cyclical
Q4 2019 Filed on Feb 11, 2020
15,600
$1.25 - $1.67 $19.5K - $26.1K
PUI
Invesco Exchange Traded Fd Tr

ETFs
Q4 2019 Filed on Feb 11, 2020
6,099
$32.82 - $35.0 $200K - $213K
Central Fd Cda LTD
Q4 2019 Filed on Feb 11, 2020
194,187
N/A
SWN
Southwestern Energy CO

Energy
Q4 2019 Filed on Feb 11, 2020
202,700
$1.77 - $2.42 $359K - $491K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2019 Filed on Feb 11, 2020
5,202
$51.7 - $58.65 $269K - $305K
Nuveen Global High Income Fd
Q4 2019 Filed on Feb 11, 2020
10,110
N/A
VTHR
Vanguard Russell 3000 ETF

ETFs
Q4 2019 Filed on Feb 11, 2020
2,948
$130.91 - $146.88 $386K - $433K
Encana Corp
Q4 2019 Filed on Feb 11, 2020
20,000
N/A
Wisdomtree Continuous Commod
Q4 2019 Filed on Feb 11, 2020
25,121
N/A
Vivint Solar Inc
Q4 2019 Filed on Feb 11, 2020
16,075
N/A
GGB
Gerdau S.A.

Basic Materials
Q4 2019 Filed on Feb 11, 2020
25,725
$3.0 - $4.91 $77.2K - $126K
GOLD
Barrick Gold Corp

Basic Materials
Q4 2019 Filed on Feb 11, 2020
10,861
$16.36 - $18.61 $178K - $202K
QWLD
Spdr Index Shs Fds

ETFs
Q4 2019 Filed on Feb 11, 2020
3,375
$78.65 - $86.01 $265K - $290K
BKCC
Black Rock Capital Investment Corp

Financial Services
Q4 2019 Filed on Feb 11, 2020
11,000
$4.63 - $5.17 $50.9K - $56.9K
Allianzgi Conv Income Fd
Q4 2019 Filed on Feb 11, 2020
10,422
N/A
Ingersoll Rand PLC
Q3 2019 Filed on Nov 01, 2019
1,711
N/A
HST
Host Hotels & Resorts, Inc.

Real Estate
Q3 2019 Filed on Nov 01, 2019
22,220
$15.6 - $18.46 $347K - $410K
Ascena Retail Group Inc
Q3 2019 Filed on Nov 01, 2019
130,000
N/A
BOH
Bank Of Hawaii Corp

Financial Services
Q3 2019 Filed on Nov 01, 2019
2,441
$79.81 - $87.55 $195K - $214K
FXG
First Tr Exchange Traded First

ETFs
Q3 2019 Filed on Nov 01, 2019
8,761
$45.01 - $48.81 $394K - $428K
FXD
First Tr Exchange Traded Fd

ETFs
Q3 2019 Filed on Nov 01, 2019
8,444
$39.84 - $44.14 $336K - $373K
Global X Fds
Q3 2019 Filed on Nov 01, 2019
83,185
N/A
FRI
First Tr S&P Reit Index Fd

ETFs
Q3 2019 Filed on Nov 01, 2019
13,781
$24.85 - $26.64 $342K - $367K
Ishares Tr
Q3 2019 Filed on Nov 01, 2019
8,805
N/A
Tower Intl Inc
Q3 2019 Filed on Nov 01, 2019
52,200
N/A
Global X Fds
Q3 2019 Filed on Nov 01, 2019
58,029
N/A
UIS
Unisys Corp

Technology
Q3 2019 Filed on Nov 01, 2019
79,005
$6.45 - $12.5 $510K - $988K
Mcdermott Intl Inc
Q3 2019 Filed on Nov 01, 2019
121,297
N/A
HDAW
Xtracker Msci All World Ex Us

ETFs
Q3 2019 Filed on Nov 01, 2019
71,286
N/A
Altaba Inc
Q3 2019 Filed on Nov 01, 2019
5,055
N/A
POWI
Power Integrations Inc

Technology
Q3 2019 Filed on Nov 01, 2019
10,612
$38.92 - $47.05 $413K - $499K
FXR
First Trust Industrials/Produc

ETFs
Q3 2019 Filed on Nov 01, 2019
12,557
$39.31 - $43.36 $494K - $544K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q3 2019 Filed on Nov 01, 2019
13,785
$29.78 - $31.72 $411K - $437K
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