Personal Capital Advisors Corp Closed Holding Positions

Personal Capital Advisors Corp

  • $20.6 Billion
  • Q4 2022
Stock Closed Quarter Shares Sold Price Range Trade History
PGJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 14, 2021
3,948
$61.36 - $84.92 $242K - $335K
LYG
Lloyds Banking Group PLC

Financial Services
Q1 2021 Filed on May 14, 2021
12,067
$1.76 - $2.33 $21.2K - $28.1K
GIM
Templeton Global Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
17,370
$5.29 - $5.69 $91.9K - $98.8K
APPS
Digital Turbine, Inc.

Technology
Q1 2021 Filed on May 14, 2021
76,381
$49.09 - $94.74 $3.75M - $7.24M
EBAY
Ebay Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
19,604
$51.5 - $63.84 $1.01M - $1.25M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q1 2021 Filed on May 14, 2021
8,499
$45.48 - $49.44 $387K - $420K
AVUS
American Centy ETF Tr Avantis

ETFs
Q4 2020 Filed on Feb 12, 2021
4,059
$53.45 - $63.0 $217K - $256K
POLY
Plantronics Inc

Technology
Q4 2020 Filed on Feb 12, 2021
43,837
$12.12 - $28.26 $531K - $1.24M
Diffusion Pharmaceuticals In
Q4 2020 Filed on Feb 12, 2021
10,000
N/A
NVAX
Novavax Inc

Healthcare
Q4 2020 Filed on Feb 12, 2021
3,349
$78.74 - $139.5 $264K - $467K
NWSA
News Corp

Communication Services
Q4 2020 Filed on Feb 12, 2021
91,065
$12.97 - $18.68 $1.18M - $1.7M
VGSH
Vanguard

ETFs
Q4 2020 Filed on Feb 12, 2021
3,555
$61.6 - $62.06 $219K - $221K
UAMY
United States Antimony Corp

Basic Materials
Q4 2020 Filed on Feb 12, 2021
15,000
$0.26 - $0.61 $3.9K - $9.15K
Unilever N V
Q4 2020 Filed on Feb 12, 2021
3,615
N/A
FATE
Fate Therapeutics Inc

Healthcare
Q4 2020 Filed on Feb 12, 2021
6,011
$38.09 - $100.95 $229K - $607K
SILK
Silk Road Medical Inc

Healthcare
Q4 2020 Filed on Feb 12, 2021
3,129
$55.51 - $69.94 $174K - $219K
Iac Interactivecorp
Q3 2020 Filed on Nov 13, 2020
167,878
N/A
Vislink Technologies Inc
Q3 2020 Filed on Nov 13, 2020
12,500
N/A
FMC
Fmc Corp

Basic Materials
Q3 2020 Filed on Nov 13, 2020
3,010
$97.89 - $112.85 $295K - $340K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2020 Filed on Aug 12, 2020
4,654
$44.63 - $51.65 $208K - $240K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
Q2 2020 Filed on Aug 12, 2020
1,120
$28.57 - $39.43 $32K - $44.2K
WAT
Waters Corp

Healthcare
Q2 2020 Filed on Aug 12, 2020
11,267
$174.76 - $208.93 $1.97M - $2.35M
OII
Oceaneering International Inc

Energy
Q2 2020 Filed on Aug 12, 2020
19,116
$2.74 - $8.84 $52.4K - $169K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q2 2020 Filed on Aug 12, 2020
1,661
$129.99 - $170.93 $216K - $284K
America First Multifamily In
Q2 2020 Filed on Aug 12, 2020
24,874
N/A
YELP
Yelp Inc

Communication Services
Q2 2020 Filed on Aug 12, 2020
655,920
$16.94 - $27.42 $11.1M - $18M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
Q2 2020 Filed on Aug 12, 2020
10,847
$29.1 - $30.86 $316K - $335K
Allergan PLC
Q2 2020 Filed on Aug 12, 2020
8,346
N/A
United Technologies Corp
Q1 2020 Filed on May 12, 2020
2,662
N/A
TGI
Triumph Group Inc

Industrials
Q1 2020 Filed on May 12, 2020
274,099
$3.43 - $25.92 $940K - $7.1M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q1 2020 Filed on May 12, 2020
34,583
$56.68 - $113.92 $1.96M - $3.94M
UBSI
United Bankshares Inc

Financial Services
Q1 2020 Filed on May 12, 2020
6,259
$20.68 - $38.7 $129K - $242K
Td Ameritrade Hldg Corp
Q1 2020 Filed on May 12, 2020
33,017
N/A
ILF
Ishares Latin America 40 ETF

ETFs
Q1 2020 Filed on May 12, 2020
6,137
$15.64 - $34.83 $96K - $214K
Gulfport Energy Corp
Q1 2020 Filed on May 12, 2020
1,993,312
N/A
ALLY
Ally Financial Inc.

Financial Services
Q1 2020 Filed on May 12, 2020
39,790
$11.7 - $33.06 $466K - $1.32M
EB
Eventbrite, Inc.

Technology
Q1 2020 Filed on May 12, 2020
10,375
$7.0 - $22.4 $72.6K - $232K
CSM
Proshares Large Cap Core Plus

ETFs
Q1 2020 Filed on May 12, 2020
5,954
$25.69 - $40.21 $153K - $239K
TMP
Tompkins Financial Corp

Financial Services
Q1 2020 Filed on May 12, 2020
2,430
$61.75 - $92.88 $150K - $226K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q1 2020 Filed on May 12, 2020
6,120
$31.74 - $50.24 $194K - $307K
IXUS
Ishares Tr

ETFs
Q1 2020 Filed on May 12, 2020
7,089
$40.8 - $63.03 $289K - $447K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q1 2020 Filed on May 12, 2020
8,726
$39.87 - $63.83 $348K - $557K
Wpx Energy Inc
Q1 2020 Filed on May 12, 2020
19,383
N/A
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q1 2020 Filed on May 12, 2020
2,329
$55.12 - $93.97 $128K - $219K
Raytheon CO
Q1 2020 Filed on May 12, 2020
1,509
N/A
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2020 Filed on May 12, 2020
1,060
$59.73 - $99.87 $63.3K - $106K
SSO
Proshares Ultra S&P 500

ETFs
Q1 2020 Filed on May 12, 2020
1,612
$16.85 - $41.43 $27.2K - $66.8K
SNV
Synovus Financial Corp

Financial Services
Q1 2020 Filed on May 12, 2020
7,319
$12.74 - $40.0 $93.2K - $293K
Carlyle Group L P
Q1 2020 Filed on May 12, 2020
10,000
N/A
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