West Coast Financial LLC Closed Holding Positions

West Coast Financial LLC

  • $909 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PCG
Pg&E Corp

Utilities
Q4 2018 Filed on Jan 29, 2019
8,673
$17.74 - $48.96 $154K - $425K
General Electric CO
Q4 2018 Filed on Jan 29, 2019
14,646
N/A
COP
Conocophillips

Energy
Q4 2018 Filed on Jan 29, 2019
2,974
$57.01 - $79.89 $170K - $238K
WFC
Wells Fargo & Company

Financial Services
Q4 2018 Filed on Jan 29, 2019
24,696
$43.6 - $54.46 $1.08M - $1.34M
VEU
Vanguard Ftse All World Ex Us

ETFs
Q4 2018 Filed on Jan 29, 2019
44,426
N/A
M
Macy'S, Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 29, 2019
5,991
$28.15 - $37.79 $169K - $226K
SRCL
Stericycle Inc

Industrials
Q4 2018 Filed on Jan 29, 2019
11,368
$35.19 - $57.39 $400K - $652K
QCOM
Qualcomm Inc

Technology
Q4 2018 Filed on Jan 29, 2019
6,365
$53.65 - $73.35 $341K - $467K
Praxair Inc
Q4 2018 Filed on Jan 29, 2019
1,608
N/A
FNDF
Schwab Fundamental Intl Large

ETFs
Q4 2018 Filed on Jan 29, 2019
7,044
N/A
United Technologies Corp
Q4 2018 Filed on Jan 29, 2019
6,484
N/A
VLO
Valero Energy Corp

Energy
Q4 2018 Filed on Jan 29, 2019
2,095
$68.94 - $119.99 $144K - $251K
Andeavor
Q3 2018 Filed on Oct 19, 2018
1,930
N/A
PCH
Potlatchdeltic Corp

Real Estate
Q3 2018 Filed on Oct 19, 2018
4,425
$40.95 - $51.05 $181K - $226K
KMI
Kinder Morgan, Inc.

Energy
Q3 2018 Filed on Oct 19, 2018
10,665
$17.43 - $18.3 $186K - $195K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q3 2018 Filed on Oct 19, 2018
2,000
N/A
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
Q2 2018 Filed on Jul 16, 2018
3,843
N/A
Powershares Qqq Trust
Q2 2018 Filed on Jul 16, 2018
6,453
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 16, 2018
5,604
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 16, 2018
10,046
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 16, 2018
263,771
N/A
PDCO
Patterson Companies, Inc.

Healthcare
Q2 2018 Filed on Jul 16, 2018
140,339
$20.92 - $24.62 $2.94M - $3.46M
CNI
Canadian National Railway CO

Industrials
Q1 2018 Filed on Apr 17, 2018
3,150
$70.72 - $84.95 $223K - $268K
Inc Resh Hldgs Inc
Q1 2018 Filed on Apr 17, 2018
89,738
N/A
HL
Hecla Mining CO

Basic Materials
Q4 2017 Filed on Jan 19, 2018
10,084
$3.46 - $5.36 $34.9K - $54.1K
SLB
Schlumberger Limited

Energy
Q4 2017 Filed on Jan 19, 2018
7,664
$61.31 - $69.32 $470K - $531K
AVID
Avid Technology, Inc.

Technology
Q4 2017 Filed on Jan 19, 2018
51,299
$4.04 - $7.38 $207K - $379K
SAND
Sandstorm Gold LTD

Basic Materials
Q4 2017 Filed on Jan 19, 2018
10,000
$4.25 - $5.21 $42.5K - $52.1K
Bard C R Inc
Q4 2017 Filed on Jan 19, 2018
2,372
N/A
TSLA
Tesla, Inc.

Consumer Cyclical
Q4 2017 Filed on Jan 19, 2018
646
$59.85 - $71.93 $38.7K - $46.5K
MANT
Mantech International Corp

Technology
Q4 2017 Filed on Jan 19, 2018
4,801
$45.07 - $51.7 $216K - $248K
INGN
Inogen Inc

Healthcare
Q4 2017 Filed on Jan 19, 2018
2,460
$93.4 - $128.74 $230K - $317K
CVGW
Calavo Growers Inc

Consumer Defensive
Q4 2017 Filed on Jan 19, 2018
4,100
$69.35 - $84.4 $284K - $346K
BAX
Baxter International Inc

Healthcare
Q4 2017 Filed on Jan 19, 2018
3,618
$61.45 - $66.05 $222K - $239K
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