Personal Cfo Solutions, LLC Closed Holding Positions

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
O
Realty Income Corp

Real Estate
Q1 2020 Filed on Apr 30, 2020
3,167
$41.18 - $79.88 $130K - $253K
EPP
Ishares Inc

ETFs
Q1 2020 Filed on Apr 30, 2020
8,608
$29.21 - $48.12 $251K - $414K
United Technologies Corp
Q1 2020 Filed on Apr 30, 2020
2,058
N/A
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q1 2020 Filed on Apr 30, 2020
1,800
$46.42 - $76.49 $83.6K - $138K
SBGI
Sinclair Broadcast Group Inc

Communication Services
Q1 2020 Filed on Apr 30, 2020
7,769
$12.7 - $34.0 $98.7K - $264K
Encana Corp
Q1 2020 Filed on Apr 30, 2020
10,638
N/A
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2020 Filed on Apr 30, 2020
25,000
$21.55 - $27.52 $539K - $688K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2020 Filed on Apr 30, 2020
2,910
$42.11 - $71.71 $123K - $209K
IGT
International Game Technology PLC

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
16,289
$3.79 - $15.26 $61.7K - $249K
AME
Ametek Inc

Industrials
Q1 2020 Filed on Apr 30, 2020
3,075
$58.21 - $101.86 $179K - $313K
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2020 Filed on Apr 30, 2020
14,614
$10.55 - $20.53 $154K - $300K
NVT
N Vent Electric PLC

Industrials
Q1 2020 Filed on Apr 30, 2020
10,166
$12.51 - $28.55 $127K - $290K
QRVO
Qorvo, Inc.

Technology
Q1 2020 Filed on Apr 30, 2020
2,560
$69.36 - $118.68 $178K - $304K
Sibanye Stillwater
Q1 2020 Filed on Apr 30, 2020
18,173
N/A
STLD
Steel Dynamics Inc

Basic Materials
Q1 2020 Filed on Apr 30, 2020
9,027
$15.5 - $33.86 $140K - $306K
SNX
Td Synnex Corp

Technology
Q1 2020 Filed on Apr 30, 2020
1,659
$32.99 - $75.07 $54.7K - $125K
Wellcare Health Plans Inc
Q1 2020 Filed on Apr 30, 2020
818
N/A
Aveo Pharmaceuticals Inc
Q1 2020 Filed on Apr 30, 2020
53,900
N/A
CAR
Avis Budget Group, Inc.

Industrials
Q1 2020 Filed on Apr 30, 2020
97,901
$7.78 - $50.34 $762K - $4.93M
Bellicum Pharmaceuticals Inc
Q1 2020 Filed on Apr 30, 2020
24,500
N/A
BNOV
Innovator U.S. Equity Buffer E

ETFs
Q1 2020 Filed on Apr 30, 2020
53,352
$20.65 - $27.41 $1.1M - $1.46M
SON
Sonoco Products CO

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
4,321
$37.92 - $60.88 $164K - $263K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q1 2020 Filed on Apr 30, 2020
6,267
$36.21 - $54.8 $227K - $343K
Maxim Integrated Prods Inc
Q1 2020 Filed on Apr 30, 2020
4,964
N/A
M
Macy'S, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
19,777
$4.81 - $18.1 $95.1K - $358K
NIO
Nio Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
10,000
$2.37 - $5.17 $23.7K - $51.7K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q1 2020 Filed on Apr 30, 2020
2,212
$63.48 - $119.15 $140K - $264K
VOX
Vanguard Communication Service

ETFs
Q1 2020 Filed on Apr 30, 2020
14,312
$69.09 - $100.6 $989K - $1.44M
SJM
J M Smucker CO

Consumer Defensive
Q1 2020 Filed on Apr 30, 2020
2,643
$95.79 - $118.86 $253K - $314K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q1 2020 Filed on Apr 30, 2020
9,547
$17.17 - $22.91 $164K - $219K
WNS
Wns (Holdings) LTD

Technology
Q1 2020 Filed on Apr 30, 2020
4,122
$34.55 - $75.16 $142K - $310K
Cbs Corp New
Q4 2019 Filed on Feb 13, 2020
12,007
N/A
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
2,763
$90.7 - $112.39 $251K - $311K
BOCT
Innovator U.S. Equity Buffer E

ETFs
Q4 2019 Filed on Feb 13, 2020
39,742
$24.3 - $26.27 $966K - $1.04M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
18,657
$13.23 - $17.09 $247K - $319K
Celgene Corp
Q4 2019 Filed on Feb 13, 2020
6,337
N/A
FL
Foot Locker, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
9,771
$37.13 - $46.63 $363K - $456K
CC
Chemours CO

Basic Materials
Q4 2019 Filed on Feb 13, 2020
31,493
$13.12 - $19.78 $413K - $623K
CIG
Energy CO Of Minas Gerais

Utilities
Q4 2019 Filed on Feb 13, 2020
39,895
$2.92 - $3.44 $116K - $137K
Cypress Semiconductor Corp
Q4 2019 Filed on Feb 13, 2020
21,132
N/A
KIM
Kimco Realty Corp

Real Estate
Q4 2019 Filed on Feb 13, 2020
33,370
$20.31 - $21.77 $678K - $726K
IDA
Idacorp Inc

Utilities
Q4 2019 Filed on Feb 13, 2020
4,627
$102.07 - $113.25 $472K - $524K
UMPQ
Umpqua Holdings Corp

Financial Services
Q4 2019 Filed on Feb 13, 2020
19,318
$15.37 - $18.16 $297K - $351K
UGI
Ugi Corp

Utilities
Q4 2019 Filed on Feb 13, 2020
6,517
$41.44 - $49.3 $270K - $321K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q4 2019 Filed on Feb 13, 2020
8,773
$41.9 - $46.87 $368K - $411K
IVZ
Invesco Ltd.

Financial Services
Q4 2019 Filed on Feb 13, 2020
19,402
$15.35 - $18.43 $298K - $358K
ALLY
Ally Financial Inc.

Financial Services
Q4 2019 Filed on Feb 13, 2020
7,878
$30.12 - $32.52 $237K - $256K
Viacom Inc New
Q4 2019 Filed on Feb 13, 2020
14,198
N/A
OLN
Olin Corp

Basic Materials
Q4 2019 Filed on Feb 13, 2020
17,758
$16.82 - $19.42 $299K - $345K
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