Adviser Investments LLC Closed Holding Positions

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q3 2018 Filed on Nov 14, 2018
766
N/A
HPQ
Hp Inc

Technology
Q3 2018 Filed on Nov 14, 2018
3,585
$22.59 - $25.97 $81K - $93.1K
FITB
Fifth Third Bancorp

Financial Services
Q3 2018 Filed on Nov 14, 2018
402
$27.92 - $30.24 $11.2K - $12.2K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q3 2018 Filed on Nov 14, 2018
99
N/A
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q3 2018 Filed on Nov 14, 2018
287
$37.2 - $38.08 $10.7K - $10.9K
CEE
Central & Eastern Europe Fund, Inc.

Financial Services
Q3 2018 Filed on Nov 14, 2018
1,747
$22.37 - $24.54 $39.1K - $42.9K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
77
$42.58 - $46.4 $3.28K - $3.57K
FDS
Factset Research Systems Inc

Financial Services
Q3 2018 Filed on Nov 14, 2018
17
$199.25 - $235.09 $3.39K - $4K
LEA
Lear Corp

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
18
$145.0 - $192.47 $2.61K - $3.46K
UCTT
Ultra Clean Holdings, Inc.

Technology
Q3 2018 Filed on Nov 14, 2018
2,300
$12.47 - $17.08 $28.7K - $39.3K
Dunkin Brands Group Inc
Q3 2018 Filed on Nov 14, 2018
407
N/A
CE
Celanese Corp

Basic Materials
Q3 2018 Filed on Nov 14, 2018
40
$108.57 - $118.11 $4.34K - $4.72K
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q3 2018 Filed on Nov 14, 2018
1,285
$20.06 - $21.68 $25.8K - $27.9K
BBY
Best Buy CO Inc

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
50
$73.63 - $82.6 $3.68K - $4.13K
Celgene Corp
Q3 2018 Filed on Nov 14, 2018
622
N/A
ROBO
Robo Global Robotics And Autom

ETFs
Q3 2018 Filed on Nov 14, 2018
81
N/A
GRMN
Garmin LTD

Technology
Q3 2018 Filed on Nov 14, 2018
900
$60.58 - $70.05 $54.5K - $63K
HPE
Hewlett Packard Enterprise CO

Technology
Q3 2018 Filed on Nov 14, 2018
3,543
$14.77 - $17.02 $52.3K - $60.3K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q3 2018 Filed on Nov 14, 2018
515
$6.26 - $7.2 $3.22K - $3.71K
EME
Emcor Group, Inc.

Industrials
Q3 2018 Filed on Nov 14, 2018
1,838
$73.88 - $80.83 $136K - $149K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q3 2018 Filed on Nov 14, 2018
1,000
N/A
MRO
Marathon Oil Corp

Energy
Q3 2018 Filed on Nov 14, 2018
1,690
$19.0 - $23.28 $32.1K - $39.3K
DXC
Dxc Technology CO

Technology
Q3 2018 Filed on Nov 14, 2018
297
$82.0 - $96.38 $24.4K - $28.6K
EEA
European Equity Fund, Inc

Financial Services
Q3 2018 Filed on Nov 14, 2018
3,855
$9.15 - $9.7 $35.3K - $37.4K
Pcm Inc
Q3 2018 Filed on Nov 14, 2018
1,400
N/A
VRTV
Veritiv Corp

Industrials
Q3 2018 Filed on Nov 14, 2018
2
$36.25 - $49.2 $72.5 - $98.4
BERY
Berry Global Group, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
100
$45.72 - $50.82 $4.57K - $5.08K
TY
Tri Continental Corp

Financial Services
Q3 2018 Filed on Nov 14, 2018
2,515
$26.48 - $28.12 $66.6K - $70.7K
SGH
Smart Global Holdings, Inc.

Technology
Q3 2018 Filed on Nov 14, 2018
100
$14.34 - $16.88 $1.43K - $1.69K
VRSN
Verisign Inc

Technology
Q3 2018 Filed on Nov 14, 2018
30
$138.66 - $163.65 $4.16K - $4.91K
HOLX
Hologic Inc

Healthcare
Q3 2018 Filed on Nov 14, 2018
400
$38.16 - $42.92 $15.3K - $17.2K
Twenty First Centy Fox Inc
Q3 2018 Filed on Nov 14, 2018
30
N/A
NXPI
Nxp Semiconductors N.V.

Technology
Q3 2018 Filed on Nov 14, 2018
713
$85.29 - $110.36 $60.8K - $78.7K
NWS
News Corp New Cl B Com Stk (De

Communication Services
Q3 2018 Filed on Nov 14, 2018
6
N/A
AIR
Aar Corp

Industrials
Q3 2018 Filed on Nov 14, 2018
3,767
$42.75 - $48.62 $161K - $183K
OLN
Olin Corp

Basic Materials
Q3 2018 Filed on Nov 14, 2018
529
$25.68 - $31.58 $13.6K - $16.7K
MFC
Manulife Financial Corp

Financial Services
Q3 2018 Filed on Nov 14, 2018
7,564
$17.46 - $18.78 $132K - $142K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q3 2018 Filed on Nov 14, 2018
1,766
$62.51 - $67.36 $110K - $119K
TEL
Te Connectivity Ltd.

Technology
Q3 2018 Filed on Nov 14, 2018
960
$87.93 - $94.92 $84.4K - $91.1K
EIX
Edison International

Utilities
Q3 2018 Filed on Nov 14, 2018
2,471
$63.85 - $69.88 $158K - $173K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q3 2018 Filed on Nov 14, 2018
9
$200.49 - $221.81 $1.8K - $2K
PVH
Pvh Corp.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
17
$132.55 - $157.5 $2.25K - $2.68K
Hsbc Hldgs PLC
Q3 2018 Filed on Nov 14, 2018
200
N/A
DOX
Amdocs LTD

Technology
Q3 2018 Filed on Nov 14, 2018
1,000
$63.85 - $68.96 $63.9K - $69K
SIVB
Svb Financial Group

Financial Services
Q3 2018 Filed on Nov 14, 2018
35
$289.02 - $331.24 $10.1K - $11.6K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
Q3 2018 Filed on Nov 14, 2018
4,130
$11.8 - $12.29 $48.7K - $50.8K
SANM
Sanmina Corp

Technology
Q3 2018 Filed on Nov 14, 2018
4,202
$27.5 - $31.35 $116K - $132K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q3 2018 Filed on Nov 14, 2018
55
$79.78 - $95.61 $4.39K - $5.26K
TRMB
Trimble Inc.

Technology
Q3 2018 Filed on Nov 14, 2018
400
$32.41 - $44.11 $13K - $17.6K
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