Wespac Advisors So Cal, LLC Closed Holding Positions

Wespac Advisors So Cal, LLC

  • $423 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Time Warner Inc
Q2 2018 Filed on Jul 13, 2018
199
N/A
Power Shares Dynamic Pharmaceuticals
Q2 2018 Filed on Jul 13, 2018
20
N/A
Power Shares Qqq Trust
Q2 2018 Filed on Jul 13, 2018
2,005
N/A
Power Shares S&P 500 A High Div Low Vol Etf
Q2 2018 Filed on Jul 13, 2018
800
N/A
Navigant Consulting Inc
Q2 2018 Filed on Jul 13, 2018
200
N/A
IXG
Ishares Global Fin'L ETF

ETFs
Q2 2018 Filed on Jul 13, 2018
200
N/A
Pacific Coast Oil Trust
Q2 2018 Filed on Jul 13, 2018
1,000
N/A
CNS
Cohen & Steers, Inc.

Financial Services
Q2 2018 Filed on Jul 13, 2018
8
$38.56 - $42.81 $308 - $342
Cit Group Inc
Q2 2018 Filed on Jul 13, 2018
35
N/A
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q2 2018 Filed on Jul 13, 2018
900
$8.89 - $9.57 $8K - $8.61K
Viacom Inc Class B
Q2 2018 Filed on Jul 13, 2018
200
N/A
ERIC
Ericsson Lm Telephone CO

Technology
Q2 2018 Filed on Jul 13, 2018
40
$6.16 - $7.94 $246 - $318
Microsemi Corp
Q2 2018 Filed on Jul 13, 2018
11
N/A
WHR
Whirlpool Corp

Consumer Cyclical
Q2 2018 Filed on Jul 13, 2018
1,000
$143.89 - $164.95 $144K - $165K
CNDT
Conduent Inc

Technology
Q2 2018 Filed on Jul 13, 2018
40
$17.56 - $20.85 $702 - $834
DDD
3 D Systems Corp

Technology
Q1 2018 Filed on Apr 16, 2018
1,015
$9.06 - $12.86 $9.2K - $13.1K
FTS
Fortis Inc.

Utilities
Q1 2018 Filed on Apr 16, 2018
6,266
$31.83 - $36.39 $199K - $228K
SXC
Sun Coke Energy, Inc.

Basic Materials
Q1 2018 Filed on Apr 16, 2018
110
$9.43 - $13.35 $1.04K - $1.47K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q1 2018 Filed on Apr 16, 2018
24,325
$19.76 - $25.33 $481K - $616K
Cbs Corp B
Q1 2018 Filed on Apr 16, 2018
108
N/A
SSO
Proshares Ultra S&P 500

ETFs
Q1 2018 Filed on Apr 16, 2018
300
N/A
VPU
Vanguard Utilities ETF

ETFs
Q1 2018 Filed on Apr 16, 2018
320
N/A
VECO
Veeco Instruments Inc

Technology
Q1 2018 Filed on Apr 16, 2018
250
$14.15 - $20.25 $3.54K - $5.06K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2018 Filed on Apr 16, 2018
536
N/A
GLP
Global Partners LP

Energy
Q1 2018 Filed on Apr 16, 2018
400
$15.35 - $18.25 $6.14K - $7.3K
NGG
National Grid PLC

Utilities
Q1 2018 Filed on Apr 16, 2018
2,722
$51.59 - $59.0 $140K - $161K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q1 2018 Filed on Apr 16, 2018
600
$26.36 - $35.76 $15.8K - $21.5K
Neothetics Inc
Q1 2018 Filed on Apr 16, 2018
3,000
N/A
JCI
Johnson Controls International PLC

Industrials
Q1 2018 Filed on Apr 16, 2018
200
$34.29 - $41.43 $6.86K - $8.29K
NTES
Net Ease, Inc.

Communication Services
Q1 2018 Filed on Apr 16, 2018
175
$54.91 - $69.67 $9.61K - $12.2K
Twenty First Century Fox Inc A
Q1 2018 Filed on Apr 16, 2018
4
N/A
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2018 Filed on Apr 16, 2018
184,755
$18.38 - $23.24 $3.4M - $4.29M
Guggenheim S&P 500 A Eq Wt Utilities ETF
Q4 2017 Filed on Feb 13, 2018
2,980
N/A
ACN
Accenture PLC

Technology
Q4 2017 Filed on Feb 13, 2018
15
$134.25 - $154.2 $2.01K - $2.31K
TEL
Te Connectivity Ltd.

Technology
Q4 2017 Filed on Feb 13, 2018
129
$83.79 - $96.23 $10.8K - $12.4K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q4 2017 Filed on Feb 13, 2018
28
N/A
Brocade Communications Systems Inc
Q4 2017 Filed on Feb 13, 2018
110
N/A
Allergan PLC
Q4 2017 Filed on Feb 13, 2018
2,470
N/A
CX
Cemex Sab De Cv

Basic Materials
Q4 2017 Filed on Feb 13, 2018
83
$7.19 - $9.08 $597 - $754
Sprott Gold Miners
Q4 2017 Filed on Feb 13, 2018
311
N/A
SSYS
Stratasys Ltd.

Technology
Q4 2017 Filed on Feb 13, 2018
742
$19.96 - $24.53 $14.8K - $18.2K
Power Shares S&P 500
Q4 2017 Filed on Feb 13, 2018
24
N/A
TDC
Teradata Corp

Technology
Q4 2017 Filed on Feb 13, 2018
156
$32.11 - $39.2 $5.01K - $6.12K
EWW
Ishares Inc Msci Mexico ETF

ETFs
Q4 2017 Filed on Feb 13, 2018
5,045
$47.87 - $54.84 $242K - $277K
KR
Kroger CO

Consumer Defensive
Q4 2017 Filed on Feb 13, 2018
83,346
$19.96 - $28.25 $1.66M - $2.35M
MS
Morgan Stanley

Financial Services
Q4 2017 Filed on Feb 13, 2018
420
$48.1 - $53.85 $20.2K - $22.6K
PCG
Pg&E Corp

Utilities
Q4 2017 Filed on Feb 13, 2018
200
$44.45 - $69.2 $8.89K - $13.8K
PBT
Permian Basin Royalty Trust

Energy
Q4 2017 Filed on Feb 13, 2018
1,200
$8.65 - $9.8 $10.4K - $11.8K
HSIC
Henry Schein Inc

Healthcare
Q4 2017 Filed on Feb 13, 2018
6,630
$52.16 - $66.3 $346K - $440K
Track This Portfolio

Track Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email