United Asset Strategies, Inc. Closed Holding Positions

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BLK
Black Rock Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
2,675
$361.77 - $477.21 $968K - $1.28M
SQ
Block, Inc.

Technology
Q4 2018 Filed on Feb 11, 2019
40,195
$50.72 - $97.83 $2.04M - $3.93M
Anadarko Pete Corp
Q4 2018 Filed on Feb 11, 2019
9,145
N/A
IYW
Ishares Dj Us Tech ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
6,940
$37.1 - $48.75 $257K - $338K
PWR
Quanta Services, Inc.

Industrials
Q4 2018 Filed on Feb 11, 2019
14,415
$27.93 - $35.83 $403K - $516K
MKSI
Mks Instruments Inc

Technology
Q4 2018 Filed on Feb 11, 2019
4,671
$57.0 - $81.38 $266K - $380K
WDC
Western Digital Corp

Technology
Q3 2018 Filed on Nov 07, 2018
5,805
$54.98 - $80.08 $319K - $465K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q3 2018 Filed on Nov 07, 2018
10,382
N/A
EQIX
Equinix Inc

Real Estate
Q3 2018 Filed on Nov 07, 2018
10,524
$423.13 - $455.43 $4.45M - $4.79M
IVZ
Invesco Ltd.

Financial Services
Q3 2018 Filed on Nov 07, 2018
35,510
$22.88 - $27.36 $812K - $972K
Noble Energy Inc
Q3 2018 Filed on Nov 07, 2018
13,805
N/A
FLT
Fleetcor Technologies Inc

Technology
Q3 2018 Filed on Nov 07, 2018
2,675
$212.56 - $227.84 $569K - $609K
Dreyfus High Yield Strategie
Q2 2018 Filed on Aug 07, 2018
10,866
N/A
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2018 Filed on Aug 07, 2018
6,043
N/A
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q2 2018 Filed on Aug 07, 2018
7,269
N/A
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q2 2018 Filed on Aug 07, 2018
23,996
$4.32 - $4.73 $104K - $114K
KINS
Kingstone Companies, Inc.

Financial Services
Q2 2018 Filed on Aug 07, 2018
90,387
$15.85 - $18.45 $1.43M - $1.67M
SRE
Sempra Energy

Utilities
Q2 2018 Filed on Aug 07, 2018
1,903
$100.71 - $117.19 $192K - $223K
DXC
Dxc Technology CO

Technology
Q2 2018 Filed on Aug 07, 2018
3,962
$77.85 - $90.48 $308K - $358K
Ibio Inc
Q2 2018 Filed on Aug 07, 2018
10,000
N/A
CMI
Cummins Inc

Industrials
Q2 2018 Filed on Aug 07, 2018
2,491
$132.32 - $170.83 $330K - $426K
Powershares Qqq Trust
Q2 2018 Filed on Aug 07, 2018
5,186
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 07, 2018
14,979
N/A
Xerox Corp
Q2 2018 Filed on Aug 07, 2018
33,066
N/A
Pra Health Sciences Inc
Q2 2018 Filed on Aug 07, 2018
5,410
N/A
Altaba Inc
Q2 2018 Filed on Aug 07, 2018
3,340
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 07, 2018
11,270
N/A
Cypress Semiconductor Corp
Q1 2018 Filed on May 14, 2018
21,165
N/A
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2018 Filed on May 14, 2018
5,680
$51.4 - $60.93 $292K - $346K
Cigna Corporation
Q1 2018 Filed on May 14, 2018
2,070
N/A
Aqua America Inc
Q1 2018 Filed on May 14, 2018
70,209
N/A
CC
Chemours CO

Basic Materials
Q1 2018 Filed on May 14, 2018
7,185
$44.77 - $54.49 $322K - $392K
PDI
Pimco Dynamic Income Fund

Financial Services
Q1 2018 Filed on May 14, 2018
8,210
$29.57 - $30.86 $243K - $253K
LRCX
Lam Research Corp

Technology
Q1 2018 Filed on May 14, 2018
2,004
$162.23 - $228.65 $325K - $458K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q1 2018 Filed on May 14, 2018
10,120
$15.96 - $16.92 $162K - $171K
BRX
Brixmor Property Group Inc.

Real Estate
Q1 2018 Filed on May 14, 2018
18,483
$14.23 - $18.73 $263K - $346K
Priceline Grp Inc
Q1 2018 Filed on May 14, 2018
1,755
N/A
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q1 2018 Filed on May 14, 2018
4,310
N/A
BERY
Berry Global Group, Inc.

Consumer Cyclical
Q1 2018 Filed on May 14, 2018
7,220
$52.94 - $61.03 $382K - $441K
Broadcom LTD
Q4 2017 Filed on Feb 09, 2018
1,570
N/A
Celgene Corp
Q4 2017 Filed on Feb 09, 2018
3,051
N/A
VB
Vanguard Small Cap ETF

ETFs
Q4 2017 Filed on Feb 09, 2018
1,961
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2017 Filed on Feb 09, 2018
4,790
$64.48 - $76.95 $309K - $369K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2017 Filed on Feb 09, 2018
9,521
N/A
DOV
Dover Corp

Industrials
Q4 2017 Filed on Feb 09, 2018
4,425
$72.29 - $81.94 $320K - $363K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2017 Filed on Feb 09, 2018
9,837
N/A
SPG
Simon Property Group Inc

Real Estate
Q4 2017 Filed on Feb 09, 2018
1,410
$154.99 - $171.74 $219K - $242K
Blackstone Group L P
Q4 2017 Filed on Feb 09, 2018
6,169
N/A
ON
On Semiconductor Corp

Technology
Q4 2017 Filed on Feb 09, 2018
22,775
$18.79 - $21.94 $428K - $500K
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