Westbourne Investment Advisors, Inc. Closed Holding Positions

Westbourne Investment Advisors, Inc.

  • $286 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KMI
Kinder Morgan, Inc.

Energy
Q4 2018 Filed on Jan 18, 2019
6,585
$14.71 - $18.57 $96.9K - $122K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2018 Filed on Jan 18, 2019
5,940
N/A
General Electric CO
Q4 2018 Filed on Jan 18, 2019
7,325
N/A
ALB
Albemarle Corp

Basic Materials
Q4 2018 Filed on Jan 18, 2019
4,461
$73.13 - $107.99 $326K - $482K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
Q4 2018 Filed on Jan 18, 2019
4,750
$7.81 - $11.32 $37.1K - $53.8K
RIG
Transocean Ltd.

Energy
Q4 2018 Filed on Jan 18, 2019
1,000
$6.34 - $14.18 $6.34K - $14.2K
Carlyle Group L P
Q4 2018 Filed on Jan 18, 2019
5,000
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
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q4 2018 Filed on Jan 18, 2019
1,639
N/A
BP
Bp PLC

Energy
Q4 2018 Filed on Jan 18, 2019
1,464
$36.65 - $46.99 $53.7K - $68.8K
DNP
Dnp Select Income Fund Inc

Financial Services
Q4 2018 Filed on Jan 18, 2019
1,500
$10.05 - $11.15 $15.1K - $16.7K
DEO
Diageo PLC

Consumer Defensive
Q4 2018 Filed on Jan 18, 2019
1,000
$131.94 - $145.65 $132K - $146K
Discovery Inc
Q4 2018 Filed on Jan 18, 2019
6,390
N/A
Empire St Rlty Op L P
Q4 2018 Filed on Jan 18, 2019
4,215
N/A
AXSM
Axsome Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Jan 18, 2019
1,000
$2.0 - $4.15 $2K - $4.15K
AWR
American States Water CO

Utilities
Q4 2018 Filed on Jan 18, 2019
2,083
$58.9 - $69.19 $123K - $144K
T
At&T Inc.

Communication Services
Q4 2018 Filed on Jan 18, 2019
2,295
$20.66 - $25.77 $47.4K - $59.1K
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
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
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
Eaton Corp PLC
Q2 2018 Filed on Aug 07, 2018
5,755
N/A
Global Self Storage
Q2 2018 Filed on Aug 07, 2018
62,790
N/A
Expedia Inc
Q2 2018 Filed on Aug 07, 2018
7,655
N/A
Citigroup Inc
Q2 2018 Filed on Aug 07, 2018
55,853
N/A
Merck & CO Inc
Q2 2018 Filed on Aug 07, 2018
16,915
N/A
Mylan Laboratories Inc
Q2 2018 Filed on Aug 07, 2018
44,587
N/A
Accenture PLC
Q2 2018 Filed on Aug 07, 2018
3,365
N/A
Aviation General Inc
Q1 2018 Filed on May 08, 2018
13,000
N/A
Enerplus Res Fd New
Q1 2018 Filed on May 08, 2018
16,600
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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