Sterling Investment Advisors, Ltd. Closed Holding Positions

Sterling Investment Advisors, Ltd.

  • $370 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RWX
Spdr Dow Jones International R

ETFs
Q1 2020 Filed on Apr 30, 2020
705
$22.39 - $39.54 $15.8K - $27.9K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2020 Filed on Apr 30, 2020
3,000
$29.31 - $46.12 $87.9K - $138K
NCR
Ncr Corp

Technology
Q1 2020 Filed on Apr 30, 2020
66
$11.78 - $35.76 $777 - $2.36K
Vodafone Group PLC
Q1 2020 Filed on Apr 30, 2020
76
N/A
Pimco Dynamic Credit & Mortg. Income Fund
Q1 2020 Filed on Apr 30, 2020
2,150
N/A
MRO
Marathon Oil Corp

Energy
Q1 2020 Filed on Apr 30, 2020
144
$3.24 - $13.96 $467 - $2.01K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
2,000
$10.46 - $47.28 $20.9K - $94.6K
DSL
Double Line Income Solutions Fund

Financial Services
Q1 2020 Filed on Apr 30, 2020
2,100
$10.49 - $21.06 $22K - $44.2K
IGR
Cbre Global Real Estate Income Fund

Financial Services
Q1 2020 Filed on Apr 30, 2020
5,200
$3.89 - $8.56 $20.2K - $44.5K
EVH
Evolent Health, Inc.

Healthcare
Q1 2020 Filed on Apr 30, 2020
200
$3.64 - $11.77 $728 - $2.35K
Invesco Bric ETF
Q1 2020 Filed on Apr 30, 2020
500
N/A
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q1 2020 Filed on Apr 30, 2020
600
$9.1 - $18.75 $5.46K - $11.3K
NRG
Nrg Energy, Inc.

Utilities
Q1 2020 Filed on Apr 30, 2020
493
$21.99 - $40.06 $10.8K - $19.7K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2020 Filed on Apr 30, 2020
232
$87.45 - $132.32 $20.3K - $30.7K
Alphabet Usd1150 Exp. 6/18/21
Q1 2020 Filed on Apr 30, 2020
1
N/A
Aqua America Inc.
Q1 2020 Filed on Apr 30, 2020
39,808
N/A
REAL
The Real Real, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
11,800
$5.46 - $18.44 $64.4K - $218K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q1 2020 Filed on Apr 30, 2020
330
$108.51 - $170.49 $35.8K - $56.3K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2020 Filed on Apr 30, 2020
388
$68.69 - $121.9 $26.7K - $47.3K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2020 Filed on Apr 30, 2020
158
$128.7 - $210.28 $20.3K - $33.2K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
Q1 2020 Filed on Apr 30, 2020
176
$26.45 - $29.35 $4.66K - $5.17K
Invesco Kbw High Dividend Yield Finl ETF
Q1 2020 Filed on Apr 30, 2020
11,000
N/A
NWBI
Northwest Bancshares, Inc.

Financial Services
Q1 2020 Filed on Apr 30, 2020
450
$10.16 - $16.54 $4.57K - $7.44K
Frontier Communications Corp.
Q1 2020 Filed on Apr 30, 2020
8
N/A
Put Globus Med. 37.50 Exp. 12/20/19
Q4 2019 Filed on Feb 10, 2020
100
N/A
Bb&T Corp.
Q4 2019 Filed on Feb 10, 2020
16,341
N/A
Neuralstem, Inc.
Q4 2019 Filed on Feb 10, 2020
5
N/A
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
10,000
$7.87 - $10.47 $78.7K - $105K
IBTX
Independent Bank Group, Inc.

Financial Services
Q4 2019 Filed on Feb 10, 2020
166
$50.24 - $61.61 $8.34K - $10.2K
XLU
Utilities Sector Spdr

ETFs
Q4 2019 Filed on Feb 10, 2020
116
$61.37 - $64.82 $7.12K - $7.52K
Spdr Dow Jones Industrial Average ETF
Q4 2019 Filed on Feb 10, 2020
500
N/A
Nuveen High Inc. Dec 2019 Target Term Fund
Q4 2019 Filed on Feb 10, 2020
5,000
N/A
Fitbit, Inc.
Q4 2019 Filed on Feb 10, 2020
400
N/A
Green Sky, Inc.
Q4 2019 Filed on Feb 10, 2020
4,000
N/A
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2019 Filed on Feb 10, 2020
445
N/A
BANC
Banc Of California, Inc.

Financial Services
Q4 2019 Filed on Feb 10, 2020
237
$13.48 - $17.36 $3.19K - $4.11K
Dario Health Corp.
Q4 2019 Filed on Feb 10, 2020
2,800
N/A
LTC
Ltc Properties Inc

Real Estate
Q4 2019 Filed on Feb 10, 2020
230
$43.75 - $52.92 $10.1K - $12.2K
Altaba, Inc.
Q4 2019 Filed on Feb 10, 2020
333
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2019 Filed on Feb 10, 2020
167
$14.7 - $15.12 $2.45K - $2.53K
UTHR
United Therapeutics Corp

Healthcare
Q4 2019 Filed on Feb 10, 2020
2,400
$78.31 - $95.34 $188K - $229K
Spark Therapeutics, Inc.
Q4 2019 Filed on Feb 10, 2020
600
N/A
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q4 2019 Filed on Feb 10, 2020
33
$39.54 - $40.45 $1.3K - $1.33K
CORT
Corcept Therapeutics Inc

Healthcare
Q4 2019 Filed on Feb 10, 2020
10,000
$12.06 - $16.96 $121K - $170K
ZYNE
Zynerba Pharmaceuticals, Inc.

Healthcare
Q4 2019 Filed on Feb 10, 2020
11,000
$5.61 - $8.57 $61.7K - $94.3K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2019 Filed on Feb 10, 2020
7
$186.63 - $216.19 $1.31K - $1.51K
IWN
Ishares Russell2000 Val ETF

ETFs
Q4 2019 Filed on Feb 10, 2020
12
$115.48 - $129.0 $1.39K - $1.55K
Lilis Energy, Inc.
Q4 2019 Filed on Feb 10, 2020
250,000
N/A
NDAQ
Nasdaq, Inc.

Financial Services
Q4 2019 Filed on Feb 10, 2020
1,000
$95.74 - $107.99 $95.7K - $108K
Track This Portfolio

Track Sterling Investment Advisors, Ltd. Portfolio

Follow Sterling Investment Advisors, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Investment Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Advisors, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email