Veritable, L.P. Closed Holding Positions

Veritable, L.P.

  • $0
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
RZV
Invesco Fd Tr

ETFs
Q1 2020 Filed on May 13, 2020
4,175
$31.8 - $70.02 $133K - $292K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q1 2020 Filed on May 13, 2020
4,498
$18.78 - $74.98 $84.5K - $337K
MFC
Manulife Financial Corp

Financial Services
Q1 2020 Filed on May 13, 2020
12,898
$8.9 - $21.14 $115K - $273K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2020 Filed on May 13, 2020
21,909
$21.55 - $27.52 $472K - $603K
Carlyle Group L P
Q1 2020 Filed on May 13, 2020
9,790
N/A
Phillips 66 Partners LP
Q1 2020 Filed on May 13, 2020
3,386
N/A
TPYP
Managed Portfolio Ser Tortoise

ETFs
Q1 2020 Filed on May 13, 2020
33,873
$11.57 - $23.89 $392K - $809K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2020 Filed on May 13, 2020
24,603
$34.02 - $40.94 $837K - $1.01M
DEEP
ETF Ser Solutions Roundhill Ac

Technology
Q1 2020 Filed on May 13, 2020
19,848
$16.21 - $32.77 $322K - $650K
AKR
Acadia Realty Trust

Real Estate
Q1 2020 Filed on May 13, 2020
10,325
$12.37 - $26.22 $128K - $271K
VGLT
Vanguard Long Term Treasury Et

ETFs
Q1 2020 Filed on May 13, 2020
2,500
$83.92 - $105.03 $210K - $263K
Front Yd Residential Corp
Q1 2020 Filed on May 13, 2020
12,905
N/A
Wellcare Health Plans Inc
Q1 2020 Filed on May 13, 2020
667
N/A
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q1 2020 Filed on May 13, 2020
4,255
$57.38 - $79.4 $244K - $338K
Arconic Inc
Q1 2020 Filed on May 13, 2020
7,030
N/A
Ingersoll Rand PLC
Q1 2020 Filed on May 13, 2020
9,805
N/A
Taubman Ctrs Inc
Q1 2020 Filed on May 13, 2020
11,341
N/A
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q1 2020 Filed on May 13, 2020
33,585
$17.27 - $26.2 $580K - $880K
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2020 Filed on May 13, 2020
14,466
$14.87 - $26.37 $215K - $381K
WGO
Winnebago Industries Inc

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
6,800
$20.57 - $62.57 $140K - $425K
SRCL
Stericycle Inc

Industrials
Q1 2020 Filed on May 13, 2020
6,403
$40.69 - $65.78 $261K - $421K
WST
West Pharmaceutical Services Inc

Healthcare
Q1 2020 Filed on May 13, 2020
1,364
$128.96 - $174.76 $176K - $238K
STWD
Starwood Property Trust, Inc.

Real Estate
Q1 2020 Filed on May 13, 2020
13,425
$8.8 - $26.14 $118K - $351K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q1 2020 Filed on May 13, 2020
3,837
$18.04 - $91.01 $69.2K - $349K
EEMV
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on May 13, 2020
9,570
$42.59 - $59.58 $408K - $570K
Noble Energy Inc
Q1 2020 Filed on May 13, 2020
13,648
N/A
Aqua America Inc
Q1 2020 Filed on May 13, 2020
6,135
N/A
Caesars Entmt Corp
Q1 2020 Filed on May 13, 2020
13,432
N/A
MATV
Schweitzer Mauduit International Inc

Basic Materials
Q1 2020 Filed on May 13, 2020
5,209
$21.0 - $41.18 $109K - $215K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
783
$270.75 - $373.16 $212K - $292K
Concho Res Inc
Q1 2020 Filed on May 13, 2020
2,834
N/A
LTRPA
Liberty Trip Advisor Holdings, Inc.

Communication Services
Q1 2020 Filed on May 13, 2020
10,010
$0.88 - $7.67 $8.81K - $76.8K
Liberty Ppty Tr
Q1 2020 Filed on May 13, 2020
6,277
N/A
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
6,783
$7.14 - $34.54 $48.4K - $234K
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
11,155
$9.94 - $17.72 $111K - $198K
U S Well Svcs Inc
Q4 2019 Filed on Feb 14, 2020
20,000
N/A
VHT
Vanguard Health Care ETF

ETFs
Q4 2019 Filed on Feb 14, 2020
2,116
$163.53 - $193.07 $346K - $409K
WES
Western Midstream Partners, LP

Energy
Q4 2019 Filed on Feb 14, 2020
8,214
$17.58 - $25.11 $144K - $206K
DEI
Douglas Emmett Inc

Real Estate
Q4 2019 Filed on Feb 14, 2020
9,367
$42.02 - $44.8 $394K - $420K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q4 2019 Filed on Feb 14, 2020
10,650
$40.97 - $46.72 $436K - $498K
DRH
Diamond Rock Hospitality CO

Real Estate
Q4 2019 Filed on Feb 14, 2020
12,889
$9.79 - $11.35 $126K - $146K
Celgene Corp
Q4 2019 Filed on Feb 14, 2020
31,128
N/A
Bb&T Corp
Q4 2019 Filed on Feb 14, 2020
31,265
N/A
Cbs Corp New
Q4 2019 Filed on Feb 14, 2020
11,699
N/A
China Rapid Fin LTD
Q4 2019 Filed on Feb 14, 2020
22,000
N/A
NIO
Nio Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
25,000
$1.32 - $4.02 $33K - $100K
Altaba Inc
Q4 2019 Filed on Feb 14, 2020
14,519
N/A
TDC
Teradata Corp

Technology
Q4 2019 Filed on Feb 14, 2020
6,956
$25.23 - $31.12 $175K - $216K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q4 2019 Filed on Feb 14, 2020
45,455
$13.46 - $13.99 $612K - $636K
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