Wespac Advisors So Cal, LLC Closed Holding Positions

Wespac Advisors So Cal, LLC

  • $377 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
YUM
Yum Brands Inc

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
78
$99.48 - $110.67 $7.76K - $8.63K
EIX
Edison International

Utilities
Q2 2019 Filed on Jul 30, 2019
150
$58.28 - $67.41 $8.74K - $10.1K
EMR
Emerson Electric CO

Industrials
Q2 2019 Filed on Jul 30, 2019
227
$60.24 - $73.16 $13.7K - $16.6K
CMI
Cummins Inc

Industrials
Q2 2019 Filed on Jul 30, 2019
170
$150.76 - $171.6 $25.6K - $29.2K
DXC
Dxc Technology CO

Technology
Q2 2019 Filed on Jul 30, 2019
36
$46.64 - $65.99 $1.68K - $2.38K
PII
Polaris Inc.

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
6,260
$74.73 - $90.84 $468K - $569K
CI
Cigna Corp

Healthcare
Q1 2019 Filed on May 02, 2019
188
$159.69 - $199.81 $30K - $37.6K
Rudolph Technologies Inc
Q1 2019 Filed on May 02, 2019
700
N/A
PJT
Pjt Partners Inc.

Financial Services
Q1 2019 Filed on May 02, 2019
7
$39.31 - $46.93 $275 - $329
NEE
Nextera Energy Inc

Utilities
Q1 2019 Filed on May 02, 2019
140
$42.35 - $48.75 $5.93K - $6.83K
COF
Capital One Financial Corp

Financial Services
Q1 2019 Filed on May 02, 2019
226
$76.16 - $84.97 $17.2K - $19.2K
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
IOO
Ishares Tr Global 100 ETF

ETFs
Q1 2019 Filed on May 02, 2019
10,800
N/A
DOX
Amdocs LTD

Technology
Q1 2019 Filed on May 02, 2019
56,270
$53.79 - $60.81 $3.03M - $3.42M
AMT
American Tower Corp

Real Estate
Q1 2019 Filed on May 02, 2019
170
$156.74 - $197.06 $26.6K - $33.5K
Cgi Group Inc A
Q1 2019 Filed on May 02, 2019
4,300
N/A
JACK
Jack In The Box Inc

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
44
$76.17 - $84.84 $3.35K - $3.73K
United Technologies Corp
Q1 2019 Filed on May 02, 2019
240
N/A
LAD
Lithia Motors Inc

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
58
$78.57 - $92.75 $4.56K - $5.38K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q1 2019 Filed on May 02, 2019
438
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2019 Filed on May 02, 2019
1,835
$34.55 - $36.63 $63.4K - $67.2K
Nx Stage Medical Inc
Q1 2019 Filed on May 02, 2019
750
N/A
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
179
$30.21 - $37.25 $5.41K - $6.67K
Nemaura Medical Inc
Q1 2019 Filed on May 02, 2019
3,228
N/A
LUV
Southwest Airlines CO

Industrials
Q1 2019 Filed on May 02, 2019
102
$45.61 - $58.29 $4.65K - $5.95K
ITW
Illinois Tool Works Inc

Industrials
Q1 2019 Filed on May 02, 2019
100
$123.45 - $146.47 $12.3K - $14.6K
Cyrus One Inc
Q1 2019 Filed on May 02, 2019
175
N/A
ABR
Arbor Realty Trust Inc

Real Estate
Q1 2019 Filed on May 02, 2019
650
$10.18 - $13.06 $6.62K - $8.49K
FUN
Cedar Fair L P

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
250
$47.15 - $56.03 $11.8K - $14K
EUFN
Ishares Msci Europe Financials

ETFs
Q1 2019 Filed on May 02, 2019
5,125
$16.77 - $19.07 $85.9K - $97.7K
FDX
Fedex Corp

Industrials
Q1 2019 Filed on May 02, 2019
3,440
$157.19 - $185.62 $541K - $639K
CDK
Cdk Global, Inc.

Technology
Q4 2018 Filed on Feb 07, 2019
41
$45.0 - $62.27 $1.85K - $2.55K
CRI
Carters Inc

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
4,075
$75.76 - $99.44 $309K - $405K
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2018 Filed on Feb 07, 2019
6,375
$62.78 - $92.45 $400K - $589K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
2,425
$65.43 - $87.61 $159K - $212K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2018 Filed on Feb 07, 2019
120
N/A
Allianz Gi Equity Conv Inc
Q4 2018 Filed on Feb 07, 2019
1,271
N/A
JBLU
Jetblue Airways Corp

Industrials
Q4 2018 Filed on Feb 07, 2019
1,500
$15.19 - $19.52 $22.8K - $29.3K
THRM
Gentherm Inc

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
200
$37.37 - $46.43 $7.47K - $9.29K
Sphere 3 D Corp
Q4 2018 Filed on Feb 07, 2019
10
N/A
Invesco Mortgage Capital Inc
Q4 2018 Filed on Feb 07, 2019
2,000
N/A
WRK
West Rock CO

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
13,525
$35.24 - $53.6 $477K - $725K
WDC
Western Digital Corp

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

Technology
Q4 2018 Filed on Feb 07, 2019
200
$27.97 - $35.74 $5.59K - $7.15K
AGNC
Agnc Investment Corp.

Real Estate
Q4 2018 Filed on Feb 07, 2019
800
$17.24 - $18.64 $13.8K - $14.9K
Dow Du Pont Inc
Q4 2018 Filed on Feb 07, 2019
145
N/A
EPD
Enterprise Products Partners L.P.

Energy
Q4 2018 Filed on Feb 07, 2019
725
$23.51 - $29.33 $17K - $21.3K
PPG
Ppg Industries Inc

Basic Materials
Q4 2018 Filed on Feb 07, 2019
38,550
$95.09 - $110.56 $3.67M - $4.26M
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