West Oak Capital, LLC Closed Holding Positions

West Oak Capital, LLC

  • $5.38 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Wells Fargo L (Pfd)
Q1 2018 Filed on Apr 05, 2018
2
N/A
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q1 2018 Filed on Apr 05, 2018
375
$162.0 - $200.6 $60.8K - $75.2K
Coresite Realty Corp
Q1 2018 Filed on Apr 05, 2018
250
N/A
Conservative Pool
Q1 2018 Filed on Apr 05, 2018
413
N/A
NLY
Annaly Capital Management Inc

Real Estate
Q1 2018 Filed on Apr 05, 2018
600
$10.03 - $11.67 $6.02K - $7K
SPG
Simon Property Group Inc

Real Estate
Q1 2018 Filed on Apr 05, 2018
1,630
$150.46 - $172.42 $245K - $281K
Prologis
Q1 2018 Filed on Apr 05, 2018
1,580
N/A
Priceline.Com Inc New
Q1 2018 Filed on Apr 05, 2018
28
N/A
KMT
Kennametal Inc

Industrials
Q1 2018 Filed on Apr 05, 2018
775
$39.51 - $51.92 $30.6K - $40.2K
PTOI
Plastic2 Oil, Inc.

Industrials
Q1 2018 Filed on Apr 05, 2018
1,000
$0.02 - $0.05 $20 - $50
RBBN
Ribbon Communications Inc.

Communication Services
Q1 2018 Filed on Apr 05, 2018
9
$5.08 - $7.83 $45.7 - $70.5
Rite Aid Corporation
Q1 2018 Filed on Apr 05, 2018
1,950
N/A
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2017 Filed on Jan 05, 2018
178
$61.38 - $67.84 $10.9K - $12.1K
Chesapeake Energy Corp
Q4 2017 Filed on Jan 05, 2018
2,694
N/A
Xerox Corp
Q4 2017 Filed on Jan 05, 2018
500
N/A
Pinnacle Entertainmt
Q4 2017 Filed on Jan 05, 2018
500
N/A
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q4 2017 Filed on Jan 05, 2018
150
$43.88 - $46.39 $6.58K - $6.96K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
Q4 2017 Filed on Jan 05, 2018
400
$12.36 - $13.08 $4.94K - $5.23K
FSLR
First Solar, Inc.

Technology
Q4 2017 Filed on Jan 05, 2018
300
$46.91 - $70.63 $14.1K - $21.2K
Ca First National Bancorp
Q4 2017 Filed on Jan 05, 2018
41,475
N/A
Excelsior Vent Ptnrs Iii
Q4 2017 Filed on Jan 05, 2018
16,094
N/A
GSK
Gsk PLC

Healthcare
Q4 2017 Filed on Jan 05, 2018
110
$35.34 - $41.9 $3.89K - $4.61K
VEEV
Veeva Systems Inc

Healthcare
Q4 2017 Filed on Jan 05, 2018
50
$54.0 - $62.97 $2.7K - $3.15K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2017 Filed on Jan 05, 2018
70
N/A
KR
Kroger CO

Consumer Defensive
Q4 2017 Filed on Jan 05, 2018
533
$19.96 - $28.25 $10.6K - $15.1K
Chicago Bridge & Iron
Q4 2017 Filed on Jan 05, 2018
2,300
N/A
Root9b Hldgs Inc
Q4 2017 Filed on Jan 05, 2018
100
N/A
NVGS
Navigator Holdings Ltd.

Energy
Q4 2017 Filed on Jan 05, 2018
2,650
$9.65 - $11.4 $25.6K - $30.2K
California Res Corp
Q4 2017 Filed on Jan 05, 2018
106
N/A
Fidelity National Finl New
Q4 2017 Filed on Jan 05, 2018
11,731
N/A
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