Westbourne Investment Advisors, Inc. Closed Holding Positions

Westbourne Investment Advisors, Inc.

  • $329 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TRGP
Targa Resources Corp.

Energy
Q4 2018 Filed on Jan 18, 2019
2,986
$34.11 - $58.51 $102K - $175K
AWR
American States Water CO

Utilities
Q4 2018 Filed on Jan 18, 2019
2,083
$58.9 - $69.19 $123K - $144K
AXSM
Axsome Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Jan 18, 2019
1,000
$2.0 - $4.15 $2K - $4.15K
BP
Bp PLC

Energy
Q4 2018 Filed on Jan 18, 2019
1,464
$36.65 - $46.99 $53.7K - $68.8K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q4 2018 Filed on Jan 18, 2019
1,500
$9.93 - $12.37 $14.9K - $18.6K
Empire St Rlty Op L P
Q4 2018 Filed on Jan 18, 2019
4,215
N/A
FFBC
First Financial Bancorp

Financial Services
Q4 2018 Filed on Jan 18, 2019
2,182
$22.4 - $29.58 $48.9K - $64.5K
DEO
Diageo PLC

Consumer Defensive
Q4 2018 Filed on Jan 18, 2019
1,000
$131.94 - $145.65 $132K - $146K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q4 2018 Filed on Jan 18, 2019
1,639
N/A
Discovery Inc
Q4 2018 Filed on Jan 18, 2019
6,390
N/A
SAN
Banco Santander, S.A.

Financial Services
Q4 2018 Filed on Jan 18, 2019
1,200
$4.32 - $5.04 $5.18K - $6.05K
Carlyle Group L P
Q4 2018 Filed on Jan 18, 2019
5,000
N/A
LIT
Global X Fds Global X Lithium

ETFs
Q4 2018 Filed on Jan 18, 2019
1,488
N/A
GM
General Motors CO

Consumer Cyclical
Q4 2018 Filed on Jan 18, 2019
2,000
$30.56 - $38.45 $61.1K - $76.9K
Powershares ETF Trust Ii
Q3 2018 Filed on Oct 18, 2018
54,975
N/A
Powershares Qqq Trust
Q3 2018 Filed on Oct 18, 2018
1,278
N/A
Eaton Corp PLC
Q2 2018 Filed on Aug 07, 2018
5,755
N/A
American Intl Group Inc
Q2 2018 Filed on Aug 07, 2018
18,325
N/A
First Data Corp
Q2 2018 Filed on Aug 07, 2018
123,945
N/A
Global Self Storage
Q2 2018 Filed on Aug 07, 2018
62,790
N/A
Citigroup Inc
Q2 2018 Filed on Aug 07, 2018
55,853
N/A
Mylan Laboratories Inc
Q2 2018 Filed on Aug 07, 2018
44,587
N/A
Expedia Inc
Q2 2018 Filed on Aug 07, 2018
7,655
N/A
Accenture PLC
Q2 2018 Filed on Aug 07, 2018
3,365
N/A
Enerplus Res Fd New
Q1 2018 Filed on May 08, 2018
16,600
N/A
Aviation General Inc
Q1 2018 Filed on May 08, 2018
13,000
N/A
Vanguard Inter Term Tax
Q1 2018 Filed on May 08, 2018
29,373
N/A
Southwestern Energy CO Dep Shs
Q1 2018 Filed on May 08, 2018
11,870
N/A
Williams Partners LP
Q1 2018 Filed on May 08, 2018
7,250
N/A
TTE
Total Energies Se

Energy
Q4 2017 Filed on Jan 31, 2018
5,340
$53.31 - $56.96 $285K - $304K
ESLT
Elbit Systems LTD

Industrials
Q4 2017 Filed on Jan 31, 2018
1,575
$131.59 - $152.81 $207K - $241K
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