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
Microsemi Corp
Q2 2018 Filed on Jul 13, 2018
11
N/A
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2018 Filed on Jul 13, 2018
420
N/A
Monsanto CO
Q2 2018 Filed on Jul 13, 2018
9
N/A
Ultra Petroleum Corp
Q2 2018 Filed on Jul 13, 2018
104
N/A
RMCF
Rocky Mountain Chocolate Factory, Inc.

Consumer Defensive
Q2 2018 Filed on Jul 13, 2018
210
$10.82 - $12.25 $2.27K - $2.57K
Time Warner Inc
Q2 2018 Filed on Jul 13, 2018
199
N/A
NFG
National Fuel Gas CO

Energy
Q2 2018 Filed on Jul 13, 2018
100
$50.21 - $53.43 $5.02K - $5.34K
Navigant Consulting Inc
Q2 2018 Filed on Jul 13, 2018
200
N/A
NYMT
New York Mortgage Trust Inc

Real Estate
Q2 2018 Filed on Jul 13, 2018
694
$5.83 - $6.23 $4.05K - $4.32K
Pacific Coast Oil Trust
Q2 2018 Filed on Jul 13, 2018
1,000
N/A
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q2 2018 Filed on Jul 13, 2018
373
N/A
IAT
Ishares Tr

ETFs
Q2 2018 Filed on Jul 13, 2018
1,077
N/A
IHE
Ishares Tr

ETFs
Q2 2018 Filed on Jul 13, 2018
212
$140.48 - $156.38 $29.8K - $33.2K
Pro Shares Ultra Vix S/T Futures
Q2 2018 Filed on Jul 13, 2018
4
N/A
VTNR
Vertex Energy Inc.

Energy
Q2 2018 Filed on Jul 13, 2018
1
$0.97 - $1.27 $0.97 - $1.27
IXG
Ishares Global Fin'L ETF

ETFs
Q2 2018 Filed on Jul 13, 2018
200
N/A
Stellar Biotechnologies Inc
Q2 2018 Filed on Jul 13, 2018
2,000
N/A
JCI
Johnson Controls International PLC

Industrials
Q1 2018 Filed on Apr 16, 2018
200
$34.29 - $41.43 $6.86K - $8.29K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2018 Filed on Apr 16, 2018
536
N/A
SSO
Proshares Ultra S&P 500

ETFs
Q1 2018 Filed on Apr 16, 2018
300
N/A
NTES
Net Ease, Inc.

Communication Services
Q1 2018 Filed on Apr 16, 2018
175
$54.91 - $69.67 $9.61K - $12.2K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2018 Filed on Apr 16, 2018
749
N/A
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
Cbs Corp B
Q1 2018 Filed on Apr 16, 2018
108
N/A
DDD
3 D Systems Corp

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

Consumer Cyclical
Q1 2018 Filed on Apr 16, 2018
184,755
$18.38 - $23.24 $3.4M - $4.29M
VPU
Vanguard Utilities ETF

ETFs
Q1 2018 Filed on Apr 16, 2018
320
N/A
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q1 2018 Filed on Apr 16, 2018
24,325
$19.76 - $25.33 $481K - $616K
Twenty First Century Fox Inc A
Q1 2018 Filed on Apr 16, 2018
4
N/A
GLP
Global Partners LP

Energy
Q1 2018 Filed on Apr 16, 2018
400
$15.35 - $18.25 $6.14K - $7.3K
VECO
Veeco Instruments Inc

Technology
Q1 2018 Filed on Apr 16, 2018
250
$14.15 - $20.25 $3.54K - $5.06K
Neothetics Inc
Q1 2018 Filed on Apr 16, 2018
3,000
N/A
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
SSYS
Stratasys Ltd.

Technology
Q4 2017 Filed on Feb 13, 2018
742
$19.96 - $24.53 $14.8K - $18.2K
ACN
Accenture PLC

Technology
Q4 2017 Filed on Feb 13, 2018
15
$134.25 - $154.2 $2.01K - $2.31K
Sprott Gold Miners
Q4 2017 Filed on Feb 13, 2018
311
N/A
TEL
Te Connectivity Ltd.

Technology
Q4 2017 Filed on Feb 13, 2018
129
$83.79 - $96.23 $10.8K - $12.4K
CX
Cemex Sab De Cv

Basic Materials
Q4 2017 Filed on Feb 13, 2018
83
$7.19 - $9.08 $597 - $754
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
RWO
Spdr Dow Jones Global Real Est

ETFs
Q4 2017 Filed on Feb 13, 2018
28
N/A
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
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q4 2017 Filed on Feb 13, 2018
108
N/A
Etfs Physical Silver
Q4 2017 Filed on Feb 13, 2018
957
N/A
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
Q4 2017 Filed on Feb 13, 2018
2,120
N/A
EWW
Ishares Inc Msci Mexico ETF

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