Ackerman Capital Advisors, LLC Closed Holding Positions

Ackerman Capital Advisors, LLC

  • $386 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EL
Estee Lauder Companies Inc

Consumer Defensive
Q1 2020 Filed on Aug 14, 2020
2,000
$144.38 - $219.88 $289K - $440K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
Q1 2020 Filed on Aug 14, 2020
226,328
$10.69 - $14.48 $2.42M - $3.28M
MLM
Martin Marietta Materials Inc

Basic Materials
Q1 2020 Filed on Aug 14, 2020
2,458
$144.12 - $277.61 $354K - $682K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q1 2020 Filed on Aug 14, 2020
11,000
$28.59 - $39.76 $314K - $437K
Blackrock Muniholdngs Qlty I
Q1 2020 Filed on Aug 14, 2020
35,324
N/A
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2020 Filed on Aug 14, 2020
4,970
$46.61 - $69.67 $232K - $346K
LCI
Lannett CO Inc

Healthcare
Q1 2020 Filed on Aug 14, 2020
26,078
$6.36 - $10.05 $166K - $262K
NBO
Neuberger Berman New York Municipal Fund Inc.

Financial Services
Q1 2020 Filed on Aug 14, 2020
32,504
$9.16 - $13.18 $298K - $428K
WTM
White Mountains Insurance Group LTD

Financial Services
Q1 2020 Filed on Aug 14, 2020
400
$696.04 - $1164.52 $278K - $466K
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2020 Filed on Aug 14, 2020
16,000
$7.0 - $14.99 $112K - $240K
MET
Metlife Inc

Financial Services
Q1 2020 Filed on Aug 14, 2020
7,000
$23.53 - $52.61 $165K - $368K
Denbury Res Inc
Q1 2020 Filed on Aug 14, 2020
50,000
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q1 2020 Filed on Aug 14, 2020
40,000
$4.44 - $7.34 $178K - $294K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2020 Filed on Aug 14, 2020
53,722
$36.77 - $59.64 $1.98M - $3.2M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q1 2020 Filed on Aug 14, 2020
27,705
$14.06 - $22.79 $390K - $631K
VIAV
Viavi Solutions Inc.

Technology
Q1 2020 Filed on Aug 14, 2020
33,359
$9.0 - $15.88 $300K - $530K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2020 Filed on Aug 14, 2020
1,500
$194.86 - $305.31 $292K - $458K
GM
General Motors CO

Consumer Cyclical
Q1 2020 Filed on Aug 14, 2020
7,000
$16.8 - $37.38 $118K - $262K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
Q1 2020 Filed on Aug 14, 2020
2,200
$44.62 - $111.33 $98.2K - $245K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
Q1 2020 Filed on Aug 14, 2020
20,600
$6.04 - $8.05 $124K - $166K
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2020 Filed on Aug 14, 2020
20,000
$10.55 - $20.53 $211K - $411K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q1 2020 Filed on Aug 14, 2020
214,724
$23.47 - $34.75 $5.04M - $7.46M
NEE
Nextera Energy Inc

Utilities
Q1 2020 Filed on Aug 14, 2020
1,553
$45.42 - $70.56 $70.5K - $110K
BDX
Becton Dickinson & CO

Healthcare
Q1 2020 Filed on Aug 14, 2020
3,482
$195.69 - $279.01 $681K - $972K
OXY
Occidental Petroleum Corp

Energy
Q1 2020 Filed on Aug 14, 2020
12,000
$9.69 - $47.26 $116K - $567K
AFL
Aflac Inc

Financial Services
Q1 2020 Filed on Aug 14, 2020
9,000
$25.27 - $53.42 $227K - $481K
CNX
Cnx Resources Corp

Energy
Q1 2020 Filed on Aug 14, 2020
50,000
$5.03 - $9.0 $252K - $450K
DAL
Delta Air Lines, Inc.

Industrials
Q1 2020 Filed on Aug 14, 2020
9,000
$21.35 - $62.03 $192K - $558K
FULT
Fulton Financial Corp

Financial Services
Q1 2020 Filed on Aug 14, 2020
10,000
$10.46 - $17.54 $105K - $175K
KEY
Keycorp

Financial Services
Q1 2020 Filed on Aug 14, 2020
15,000
$8.16 - $20.26 $122K - $304K
KSS
Kohls Corp

Consumer Cyclical
Q1 2020 Filed on Aug 14, 2020
6,000
$13.09 - $50.17 $78.5K - $301K
LMT
Lockheed Martin Corp

Industrials
Q1 2020 Filed on Aug 14, 2020
1,000
$276.8 - $439.85 $277K - $440K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q1 2020 Filed on Aug 14, 2020
1,752
$222.95 - $338.34 $391K - $593K
WFC
Wells Fargo & Company

Financial Services
Q1 2020 Filed on Aug 14, 2020
6,000
$25.25 - $53.75 $152K - $323K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q1 2020 Filed on Aug 14, 2020
1,000
$204.27 - $310.92 $204K - $311K
IBM
International Business Machines Corp

Technology
Q1 2020 Filed on Aug 14, 2020
1,848
$90.6 - $149.87 $167K - $277K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2020 Filed on Aug 14, 2020
2,000
$99.9 - $169.53 $200K - $339K
MKL
Markel Corp

Financial Services
Q1 2020 Filed on Aug 14, 2020
305
$742.21 - $1341.08 $226K - $409K
FNDA
Schwab Fundamental U S Small C

ETFs
Q1 2020 Filed on Aug 14, 2020
118,205
$22.56 - $40.75 $2.67M - $4.82M
FNDC
Schwab Fundamental Intl Small

ETFs
Q1 2020 Filed on Aug 14, 2020
92,404
$20.56 - $33.46 $1.9M - $3.09M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2020 Filed on Aug 14, 2020
13,475
$50.33 - $56.09 $678K - $756K
ADT
Adt Inc.

Industrials
Q1 2020 Filed on Aug 14, 2020
36,000
$3.72 - $7.57 $134K - $273K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2020 Filed on Aug 14, 2020
3,514
$56.33 - $93.75 $198K - $329K
United Technologies Corp
Q1 2020 Filed on Aug 14, 2020
2,283
N/A
BNDX
Vanguard Total International B

ETFs
Q1 2020 Filed on Aug 14, 2020
61,712
$54.96 - $58.4 $3.39M - $3.6M
PSX
Phillips 66

Energy
Q1 2020 Filed on Aug 14, 2020
4,000
$42.09 - $112.2 $168K - $449K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2020 Filed on Aug 14, 2020
3,962
$36.75 - $56.64 $146K - $224K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q1 2020 Filed on Aug 14, 2020
2,000
$169.3 - $236.98 $339K - $474K
XRX
Xerox Holdings Corp

Technology
Q1 2020 Filed on Aug 14, 2020
7,500
$15.98 - $38.21 $120K - $287K
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