Mutual Advisors, LLC Closed Holding Positions

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CMF
Ishares California Muni Bond E

ETFs
Q1 2020 Filed on May 13, 2020
4,725
$53.78 - $62.95 $254K - $297K
JPHY
Jp Morgan High Yield Research

ETFs
Q1 2020 Filed on May 13, 2020
8,697
N/A
DDWM
Wisdomtree Tr Currency Hedged

ETFs
Q1 2020 Filed on May 13, 2020
7,040
$20.08 - $30.89 $141K - $217K
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
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Feb 11, 2020
9,805
N/A
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
PUI
Invesco Exchange Traded Fd Tr

ETFs
Q4 2019 Filed on Feb 11, 2020
6,099
$32.82 - $35.0 $200K - $213K
Suntrust Bks Inc
Q4 2019 Filed on Feb 11, 2020
20,662
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2019 Filed on Feb 11, 2020
5,202
$51.7 - $58.65 $269K - $305K
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
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
Nuveen Global High Income Fd
Q4 2019 Filed on Feb 11, 2020
10,110
N/A
Vivint Solar Inc
Q4 2019 Filed on Feb 11, 2020
16,075
N/A
VTHR
Vanguard Russell 3000 ETF

ETFs
Q4 2019 Filed on Feb 11, 2020
2,948
$130.91 - $146.88 $386K - $433K
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
Allianzgi Conv Income Fd
Q4 2019 Filed on Feb 11, 2020
10,422
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
Mcdermott Intl Inc
Q3 2019 Filed on Nov 01, 2019
121,297
N/A
Direxion Shs ETF Tr
Q3 2019 Filed on Nov 01, 2019
42,221
N/A
HDAW
Xtracker Msci All World Ex Us

ETFs
Q3 2019 Filed on Nov 01, 2019
71,286
N/A
Ingersoll Rand PLC
Q3 2019 Filed on Nov 01, 2019
1,711
N/A
Nuveen All Cap Ene Mlp Oppo
Q3 2019 Filed on Nov 01, 2019
10,343
N/A
BOH
Bank Of Hawaii Corp

Financial Services
Q3 2019 Filed on Nov 01, 2019
2,441
$79.81 - $87.55 $195K - $214K
Ishares Tr
Q3 2019 Filed on Nov 01, 2019
8,805
N/A
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 01, 2019
2,387
$54.6 - $88.91 $130K - $212K
Ascena Retail Group Inc
Q3 2019 Filed on Nov 01, 2019
130,000
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
83,185
N/A
UIS
Unisys Corp

Technology
Q3 2019 Filed on Nov 01, 2019
79,005
$6.45 - $12.5 $510K - $988K
Blackstone Group L P
Q3 2019 Filed on Nov 01, 2019
19,723
N/A
POWI
Power Integrations Inc

Technology
Q3 2019 Filed on Nov 01, 2019
10,612
$38.92 - $47.05 $413K - $499K
Altaba Inc
Q3 2019 Filed on Nov 01, 2019
5,055
N/A
FXG
First Tr Exchange Traded First

ETFs
Q3 2019 Filed on Nov 01, 2019
8,761
$45.01 - $48.81 $394K - $428K
FXR
First Trust Industrials/Produc

ETFs
Q3 2019 Filed on Nov 01, 2019
12,557
$39.31 - $43.36 $494K - $544K
FXD
First Tr Exchange Traded Fd

ETFs
Q3 2019 Filed on Nov 01, 2019
8,444
$39.84 - $44.14 $336K - $373K
Exchange Traded Concepts Tr
Q3 2019 Filed on Nov 01, 2019
49,052
N/A
New Amer High Income Fd Inc
Q3 2019 Filed on Nov 01, 2019
33,022
N/A
Office Depot Inc
Q3 2019 Filed on Nov 01, 2019
348,200
N/A
HST
Host Hotels & Resorts, Inc.

Real Estate
Q3 2019 Filed on Nov 01, 2019
22,220
$15.6 - $18.46 $347K - $410K
Global X Fds
Q3 2019 Filed on Nov 01, 2019
58,029
N/A
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q3 2019 Filed on Nov 01, 2019
13,785
$29.78 - $31.72 $411K - $437K
Oppenheimer ETF Tr
Q2 2019 Filed on Aug 15, 2019
5,878
N/A
TGI
Triumph Group Inc

Industrials
Q2 2019 Filed on Aug 15, 2019
54,400
$18.64 - $24.42 $1.01M - $1.33M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q2 2019 Filed on Aug 15, 2019
6,570
N/A
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