Wespac Advisors So Cal, LLC Closed Holding Positions

Wespac Advisors So Cal, LLC

  • $435 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Dreyfus High Yield Strategies
Q2 2019 Filed on Jul 30, 2019
450
N/A
DXC
Dxc Technology CO

Technology
Q2 2019 Filed on Jul 30, 2019
36
$46.64 - $65.99 $1.68K - $2.38K
ERF
Enerplus Corp

Energy
Q2 2019 Filed on Jul 30, 2019
1,000
$6.55 - $9.71 $6.55K - $9.71K
ETR
Entergy Corp

Utilities
Q2 2019 Filed on Jul 30, 2019
200
$92.9 - $104.26 $18.6K - $20.9K
EXEL
Exelixis, Inc.

Healthcare
Q2 2019 Filed on Jul 30, 2019
300
$18.93 - $24.75 $5.68K - $7.43K
VTV
Vanguard Value ETF

ETFs
Q2 2019 Filed on Jul 30, 2019
32
N/A
CMI
Cummins Inc

Industrials
Q2 2019 Filed on Jul 30, 2019
170
$150.76 - $171.6 $25.6K - $29.2K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
Q2 2019 Filed on Jul 30, 2019
3,253
$13.81 - $15.61 $44.9K - $50.8K
Nemaura Medical Inc
Q1 2019 Filed on May 02, 2019
3,228
N/A
Nx Stage Medical Inc
Q1 2019 Filed on May 02, 2019
750
N/A
ITW
Illinois Tool Works Inc

Industrials
Q1 2019 Filed on May 02, 2019
100
$123.45 - $146.47 $12.3K - $14.6K
FDX
Fedex Corp

Industrials
Q1 2019 Filed on May 02, 2019
3,440
$157.19 - $185.62 $541K - $639K
Fitbit Inc A
Q1 2019 Filed on May 02, 2019
3,000
N/A
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q1 2019 Filed on May 02, 2019
1,292
N/A
PII
Polaris Inc.

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
6,260
$74.73 - $90.84 $468K - $569K
LUV
Southwest Airlines CO

Industrials
Q1 2019 Filed on May 02, 2019
102
$45.61 - $58.29 $4.65K - $5.95K
United Technologies Corp
Q1 2019 Filed on May 02, 2019
240
N/A
PJT
Pjt Partners Inc.

Financial Services
Q1 2019 Filed on May 02, 2019
7
$39.31 - $46.93 $275 - $329
Rudolph Technologies Inc
Q1 2019 Filed on May 02, 2019
700
N/A
Cgi Group Inc A
Q1 2019 Filed on May 02, 2019
4,300
N/A
EUFN
Ishares Msci Europe Financials

ETFs
Q1 2019 Filed on May 02, 2019
5,125
$16.77 - $19.07 $85.9K - $97.7K
JACK
Jack In The Box Inc

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
44
$76.17 - $84.84 $3.35K - $3.73K
ABR
Arbor Realty Trust Inc

Real Estate
Q1 2019 Filed on May 02, 2019
650
$10.18 - $13.06 $6.62K - $8.49K
LAD
Lithia Motors Inc

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
58
$78.57 - $92.75 $4.56K - $5.38K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2019 Filed on May 02, 2019
1,600
N/A
CI
Cigna Corp

Healthcare
Q1 2019 Filed on May 02, 2019
188
$159.69 - $199.81 $30K - $37.6K
FUN
Cedar Fair L P

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
250
$47.15 - $56.03 $11.8K - $14K
COF
Capital One Financial Corp

Financial Services
Q1 2019 Filed on May 02, 2019
226
$76.16 - $84.97 $17.2K - $19.2K
NEE
Nextera Energy Inc

Utilities
Q1 2019 Filed on May 02, 2019
140
$42.35 - $48.75 $5.93K - $6.83K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q1 2019 Filed on May 02, 2019
438
N/A
AMT
American Tower Corp

Real Estate
Q1 2019 Filed on May 02, 2019
170
$156.74 - $197.06 $26.6K - $33.5K
Cyrus One Inc
Q1 2019 Filed on May 02, 2019
175
N/A
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
179
$30.21 - $37.25 $5.41K - $6.67K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2019 Filed on May 02, 2019
1,835
$34.55 - $36.63 $63.4K - $67.2K
IOO
Ishares Tr Global 100 ETF

ETFs
Q1 2019 Filed on May 02, 2019
10,800
N/A
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2018 Filed on Feb 07, 2019
120
N/A
JBLU
Jetblue Airways Corp

Industrials
Q4 2018 Filed on Feb 07, 2019
1,500
$15.19 - $19.52 $22.8K - $29.3K
Dell Technologies Inc V
Q4 2018 Filed on Feb 07, 2019
352
N/A
WDC
Western Digital Corp

Technology
Q4 2018 Filed on Feb 07, 2019
49
$35.06 - $58.36 $1.72K - $2.86K
CRI
Carters Inc

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
4,075
$75.76 - $99.44 $309K - $405K
THRM
Gentherm Inc

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
200
$37.37 - $46.43 $7.47K - $9.29K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
2,425
$65.43 - $87.61 $159K - $212K
WRK
West Rock CO

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
13,525
$35.24 - $53.6 $477K - $725K
Aetna Inc
Q4 2018 Filed on Feb 07, 2019
3,875
N/A
LRCX
Lam Research Corp

Technology
Q4 2018 Filed on Feb 07, 2019
26,089
$123.28 - $161.02 $3.22M - $4.2M
Sphere 3 D Corp
Q4 2018 Filed on Feb 07, 2019
10
N/A
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2018 Filed on Feb 07, 2019
100
$60.54 - $79.0 $6.05K - $7.9K
Express Scripts
Q4 2018 Filed on Feb 07, 2019
324
N/A
ALB
Albemarle Corp

Basic Materials
Q4 2018 Filed on Feb 07, 2019
11,535
$73.13 - $107.99 $844K - $1.25M
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