Patriot Financial Group Insurance Agency, LLC Closed Holding Positions

Patriot Financial Group Insurance Agency, LLC

  • $685 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MUSA
Murphy Usa Inc.

Consumer Cyclical
Q1 2019 Filed on Apr 29, 2019
0
$73.54 - $85.62 $0 - $0
UVSP
Univest Financial Corp

Financial Services
Q1 2019 Filed on Apr 29, 2019
0
$21.9 - $26.51 $0 - $0
Iberiabank Corp Com
Q1 2019 Filed on Apr 29, 2019
0
N/A
Colfax Corp Com
Q1 2019 Filed on Apr 29, 2019
0
N/A
Sterling Bancorp Del Com
Q1 2019 Filed on Apr 29, 2019
0
N/A
HZN
Horizon Global Corp

Consumer Cyclical
Q1 2019 Filed on Apr 29, 2019
0
$1.47 - $3.0 $0 - $0
Aetna Inc New
Q4 2018 Filed on Feb 04, 2019
3,236
N/A
Barclays Bank PLC
Q4 2018 Filed on Feb 04, 2019
2,823
N/A
BKCC
Black Rock Capital Investment Corp

Financial Services
Q4 2018 Filed on Feb 04, 2019
500
$5.13 - $6.06 $2.57K - $3.03K
Cigna Corporation
Q4 2018 Filed on Feb 04, 2019
2,381
N/A
Ca Inc
Q4 2018 Filed on Feb 04, 2019
100
N/A
DBD
Diebold Nixdorf, Inc

Technology
Q4 2018 Filed on Feb 04, 2019
433
$2.49 - $4.82 $1.08K - $2.09K
Etfis Ser Tr I
Q4 2018 Filed on Feb 04, 2019
600
N/A
Eldorado Gold Corp New
Q4 2018 Filed on Feb 04, 2019
2,000
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Feb 04, 2019
5,554
N/A
Express Scripts Hldg CO
Q4 2018 Filed on Feb 04, 2019
297
N/A
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q4 2018 Filed on Feb 04, 2019
25
$59.79 - $60.07 $1.49K - $1.5K
Horizons ETF Tr I
Q4 2018 Filed on Feb 04, 2019
64,791
N/A
FM
Ishares Msci Frontier And Sele

ETFs
Q4 2018 Filed on Feb 04, 2019
91
N/A
ISCB
International Speedway Corp

ETFs
Q4 2018 Filed on Feb 04, 2019
51
$34.95 - $44.56 $1.78K - $2.27K
AOK
Ishares Tr Core Conservative A

ETFs
Q4 2018 Filed on Feb 04, 2019
425
$32.37 - $34.17 $13.8K - $14.5K
Praxair Inc
Q4 2018 Filed on Feb 04, 2019
143
N/A
Rockwell Collins Inc
Q4 2018 Filed on Feb 04, 2019
1
N/A
BWX
Spdr Bloomberg International T

ETFs
Q4 2018 Filed on Feb 04, 2019
39
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 04, 2019
1,093
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 04, 2019
227
N/A
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q4 2018 Filed on Feb 04, 2019
100
$15.32 - $19.79 $1.53K - $1.98K
CLW
Clearwater Paper Corp

Basic Materials
Q4 2018 Filed on Feb 04, 2019
100
$22.97 - $30.81 $2.3K - $3.08K
CIL
Victory Portfolios Ii Shs Intl

ETFs
Q4 2018 Filed on Feb 04, 2019
125
N/A
Corporate Cap Tr Inc
Q4 2018 Filed on Feb 04, 2019
40,782
N/A
CEY
Vicotryshares Emerging Mkt
Q4 2018 Filed on Feb 04, 2019
1,237
N/A
GERN
Geron Corp

Healthcare
Q4 2018 Filed on Feb 04, 2019
1,500
$0.98 - $1.85 $1.47K - $2.78K
Web Com Group Inc
Q4 2018 Filed on Feb 04, 2019
6
N/A
Energen Corp
Q4 2018 Filed on Feb 04, 2019
200
N/A
Tahoe Res Inc
Q4 2018 Filed on Feb 04, 2019
500
N/A
Transenterix Inc
Q4 2018 Filed on Feb 04, 2019
700
N/A
CDMO
Avid Bioservices, Inc.

Healthcare
Q4 2018 Filed on Feb 04, 2019
215
$4.04 - $6.75 $869 - $1.45K
BIT
Black Rock Multi Sector Income Trust

Financial Services
Q4 2018 Filed on Feb 04, 2019
1,106
$14.89 - $17.09 $16.5K - $18.9K
BOX
Box Inc

Technology
Q4 2018 Filed on Feb 04, 2019
250
$15.76 - $22.51 $3.94K - $5.63K
SYLD
Cambria Shareholder Yld ETF

ETFs
Q4 2018 Filed on Feb 04, 2019
261
$30.75 - $39.44 $8.03K - $10.3K
Cbl & Assoc Pptys Inc
Q4 2018 Filed on Feb 04, 2019
250
N/A
ECOM
Channeladvisor Corp

Technology
Q4 2018 Filed on Feb 04, 2019
200
$9.93 - $13.31 $1.99K - $2.66K
Enbridge Energy Partners L P
Q4 2018 Filed on Feb 04, 2019
500
N/A
FTQI
First Trust ETF Vi First Trust

ETFs
Q4 2018 Filed on Feb 04, 2019
203
$19.51 - $22.89 $3.96K - $4.65K
Gramercy Ppty Tr
Q4 2018 Filed on Feb 04, 2019
11,592
N/A
IFN
India Fund Inc

Financial Services
Q4 2018 Filed on Feb 04, 2019
209
$19.81 - $22.63 $4.14K - $4.73K
DBE
Invesco Db Energy Fund

ETFs
Q4 2018 Filed on Feb 04, 2019
200
$12.16 - $18.74 $2.43K - $3.75K
PIZ
Invesco Exchange Traded Fd Tr
Q4 2018 Filed on Feb 04, 2019
352
N/A
IYM
Ishares Tr

ETFs
Q4 2018 Filed on Feb 04, 2019
50
$78.95 - $99.65 $3.95K - $4.98K
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