Tower View Investment Management & Research LLC Closed Holding Positions

Tower View Investment Management & Research LLC

  • $173 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CIM
Chimera Investment Corp

Real Estate
Q4 2021 Filed on Feb 03, 2022
1,000
$14.49 - $16.8 $14.5K - $16.8K
C
Citigroup Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
400
$58.28 - $72.53 $23.3K - $29K
TTP
Tortoise Pipeline & Energy Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
250
$21.41 - $26.47 $5.35K - $6.62K
WY
Weyerhaeuser CO

Real Estate
Q4 2021 Filed on Feb 03, 2022
500
$35.71 - $41.18 $17.9K - $20.6K
DOC
Physicians Realty Trust

Real Estate
Q4 2021 Filed on Feb 03, 2022
500
$17.52 - $19.23 $8.76K - $9.62K
DOW
Dow Inc.

Basic Materials
Q4 2021 Filed on Feb 03, 2022
500
$52.76 - $60.06 $26.4K - $30K
Preferred Apt Cmntys Inc
Q4 2021 Filed on Feb 03, 2022
500
N/A
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2021 Filed on Feb 03, 2022
3,000
$14.62 - $16.1 $43.9K - $48.3K
VTRS
Viatris Inc

Healthcare
Q4 2021 Filed on Feb 03, 2022
124
$12.09 - $14.68 $1.5K - $1.82K
O
Realty Income Corp

Real Estate
Q4 2021 Filed on Feb 03, 2022
300
$63.81 - $71.97 $19.1K - $21.6K
SVC
Service Properties Trust

Real Estate
Q4 2021 Filed on Feb 03, 2022
1,000
$8.08 - $11.98 $8.08K - $12K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
500
$36.12 - $46.2 $18.1K - $23.1K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,000
$22.41 - $25.64 $22.4K - $25.6K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
Q4 2021 Filed on Feb 03, 2022
250
$26.12 - $31.15 $6.53K - $7.79K
TFC
Truist Financial Corp

Financial Services
Q4 2021 Filed on Feb 03, 2022
500
$55.67 - $65.14 $27.8K - $32.6K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
3,000
$4.83 - $5.53 $14.5K - $16.6K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,000
$13.79 - $15.05 $13.8K - $15.1K
ARCC
Ares Capital Corp

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,000
$19.66 - $21.7 $19.7K - $21.7K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,000
$10.03 - $10.7 $10K - $10.7K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
6,003
$194.71 - $293.18 $1.17M - $1.76M
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 03, 2022
16,174
N/A
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
500
$24.18 - $25.48 $12.1K - $12.7K
First Tr Sr Floating Rate 20
Q4 2021 Filed on Feb 03, 2022
1,000
N/A
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,524
$13.32 - $13.84 $20.3K - $21.1K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
200
$50.63 - $50.81 $10.1K - $10.2K
K
Kellogg CO

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
200
$61.03 - $65.78 $12.2K - $13.2K
EWQ
Ishares Msci France ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
1,104
$37.14 - $40.45 $41K - $44.7K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
744
$60.25 - $67.16 $44.8K - $50K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
Q3 2021 Filed on Nov 08, 2021
172
$44.81 - $50.76 $7.71K - $8.73K
ADYEY
Adyen N V (Netherlands)

Technology
Q3 2021 Filed on Nov 08, 2021
28,834
$24.28 - $32.74 $700K - $944K
Ultra Electr Hldgs Ord
Q3 2021 Filed on Nov 08, 2021
400
N/A
Medtronic Inc
Q3 2021 Filed on Nov 08, 2021
15,387
N/A
SOJD
Southern CO

Industrials
Q3 2021 Filed on Nov 08, 2021
1,500
$26.32 - $27.08 $39.5K - $40.6K
Axon Enterprises
Q3 2021 Filed on Nov 08, 2021
9,035
N/A
PGEN
Precigen, Inc.

Healthcare
Q3 2021 Filed on Nov 08, 2021
83
$4.99 - $6.55 $414 - $544
BHFAO
Brighthouse Financial, Inc.

Financial Services
Q3 2021 Filed on Nov 08, 2021
1,015
$28.09 - $29.16 $28.5K - $29.6K
CSGP
Costar Group, Inc.

Real Estate
Q3 2021 Filed on Nov 08, 2021
100
$80.97 - $90.15 $8.1K - $9.02K
ZLNDY
Zalando Se Adr (Deu)

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
27,846
$45.8 - $61.76 $1.28M - $1.72M
ALRM
Alarm.Com Holdings, Inc.

Technology
Q3 2021 Filed on Nov 08, 2021
76
$77.1 - $90.28 $5.86K - $6.86K
ADDYY
Adidas Ag Sponsored Adr (Germa

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
11,529
$156.3 - $198.68 $1.8M - $2.29M
HESAY
Hermes Intl S A Unsponsored Ad

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
24,030
$138.05 - $159.0 $3.32M - $3.82M
First Midwest Ba
Q3 2021 Filed on Nov 08, 2021
1,016
N/A
Guggenheim Energy Income
Q3 2021 Filed on Nov 08, 2021
10
N/A
Slack Technologies Inc
Q3 2021 Filed on Nov 08, 2021
12,465
N/A
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
28,785
$143.28 - $168.06 $4.12M - $4.84M
QGEN
Qiagen N.V.

Healthcare
Q3 2021 Filed on Nov 08, 2021
40,399
$46.55 - $56.83 $1.88M - $2.3M
LRLCY
L'Oreal CO Adr

Consumer Defensive
Q3 2021 Filed on Nov 08, 2021
43,684
$82.88 - $95.02 $3.62M - $4.15M
Invesco Qqq Nasdaq
Q3 2021 Filed on Nov 08, 2021
4,164
N/A
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
Q3 2021 Filed on Nov 08, 2021
38,974
$118.58 - $127.73 $4.62M - $4.98M
Track This Portfolio

Track Tower View Investment Management & Research LLC Portfolio

Follow Tower View Investment Management & Research LLC 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 Tower View Investment Management & Research LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tower View Investment Management & Research LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email