Wespac Advisors, LLC Closed Holding Positions

Wespac Advisors, LLC

  • $115 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Powershares ETF Trust Ii
Q2 2018 Filed on Aug 08, 2018
47,155
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 08, 2018
11,264
N/A
PACW
Pacwest Bancorp

Financial Services
Q2 2018 Filed on Aug 08, 2018
35,775
$47.42 - $55.62 $1.7M - $1.99M
Dr Pepper Snapple Group Inc
Q2 2018 Filed on Aug 08, 2018
5,756
N/A
Pennymac Finl Svcs Inc
Q2 2018 Filed on Aug 08, 2018
47,683
N/A
AVY
Avery Dennison Corp

Industrials
Q2 2018 Filed on Aug 08, 2018
5,623
$100.22 - $110.66 $564K - $622K
BMO
Bank Of Montreal

Financial Services
Q1 2018 Filed on May 08, 2018
2,600
$74.4 - $84.11 $193K - $219K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2018 Filed on May 08, 2018
6,770
N/A
CMI
Cummins Inc

Industrials
Q1 2018 Filed on May 08, 2018
2,802
$155.42 - $192.5 $435K - $539K
ITW
Illinois Tool Works Inc

Industrials
Q1 2018 Filed on May 08, 2018
2,138
$153.86 - $178.88 $329K - $382K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2018 Filed on May 08, 2018
16,191
$97.95 - $114.15 $1.59M - $1.85M
COHR
Ii Vi Inc

Technology
Q1 2018 Filed on May 08, 2018
940
$180.06 - $321.91 $169K - $303K
MCHP
Microchip Technology Inc

Technology
Q1 2018 Filed on May 08, 2018
5,924
$39.95 - $50.12 $237K - $297K
PWR
Quanta Services, Inc.

Industrials
Q1 2018 Filed on May 08, 2018
9,428
$33.21 - $39.86 $313K - $376K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2018 Filed on May 08, 2018
2,970
$79.31 - $85.87 $236K - $255K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
Q1 2018 Filed on May 08, 2018
19,301
$49.57 - $51.4 $957K - $992K
Priceline Grp Inc
Q1 2018 Filed on May 08, 2018
160
N/A
Tortoise Energy Infra Corp
Q1 2018 Filed on May 08, 2018
7,023
N/A
L3 Technologies Inc
Q1 2018 Filed on May 08, 2018
2,018
N/A
Claymore Exchange Trd Fd Tr
Q4 2017 Filed on Jan 30, 2018
10,404
N/A
ICHR
Ichor Holdings, Ltd.

Technology
Q4 2017 Filed on Jan 30, 2018
27,870
$23.61 - $34.3 $658K - $956K
AIZ
Assurant, Inc.

Financial Services
Q4 2017 Filed on Jan 30, 2018
5,312
$95.29 - $101.8 $506K - $541K
Claymore Exchange Trd Fd Tr
Q4 2017 Filed on Jan 30, 2018
16,608
N/A
Claymore Exchange Trd Fd Tr
Q4 2017 Filed on Jan 30, 2018
10,264
N/A
Claymore Exchange Trd Fd Tr
Q4 2017 Filed on Jan 30, 2018
18,362
N/A
Claymore Exchange Trd Fd Tr
Q4 2017 Filed on Jan 30, 2018
20,240
N/A
BNDX
Vanguard Total International B

ETFs
Q4 2017 Filed on Jan 30, 2018
5,230
N/A
Alps ETF Tr
Q4 2017 Filed on Jan 30, 2018
297,275
N/A
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2017 Filed on Jan 30, 2018
3,437
N/A
Bard C R Inc
Q4 2017 Filed on Jan 30, 2018
2,427
N/A
PAA
Plains All American Pipeline LP

Energy
Q3 2017 Filed on Oct 24, 2017
8,800
$19.01 - $26.37 $167K - $232K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2017 Filed on Oct 24, 2017
48,565
N/A
DUK
Duke Energy Corp

Utilities
Q3 2017 Filed on Oct 24, 2017
2,796
$83.92 - $88.34 $235K - $247K
Ubs Ag Jersey Brh
Q3 2017 Filed on Oct 24, 2017
59,493
N/A
Reynolds American Inc
Q3 2017 Filed on Oct 24, 2017
3,193
N/A
Crane CO
Q3 2017 Filed on Oct 24, 2017
7,316
N/A
QABA
First Trust Nasdaq Aba Communi

ETFs
Q3 2017 Filed on Oct 24, 2017
15,940
N/A
Triangle Cap Corp
Q3 2017 Filed on Oct 24, 2017
55,572
N/A
Dow Chem CO
Q3 2017 Filed on Oct 24, 2017
33,906
N/A
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