Adviser Investments LLC Closed Holding Positions

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ORI
Old Republic International Corp

Financial Services
Q2 2018 Filed on Aug 02, 2018
473
$19.68 - $21.84 $9.31K - $10.3K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2018 Filed on Aug 02, 2018
10
$148.67 - $183.93 $1.49K - $1.84K
GIM
Templeton Global Income Fund

Financial Services
Q2 2018 Filed on Aug 02, 2018
5,389
$6.1 - $6.5 $32.9K - $35K
FL
Foot Locker, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 02, 2018
21
$40.52 - $58.92 $851 - $1.24K
Sk Telecom LTD
Q2 2018 Filed on Aug 02, 2018
1,014
N/A
Rockwell Collins Inc
Q2 2018 Filed on Aug 02, 2018
21
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 02, 2018
288
N/A
WTW
Willis Towers Watson PLC

Financial Services
Q2 2018 Filed on Aug 02, 2018
8
$146.0 - $158.13 $1.17K - $1.27K
Broadcom LTD
Q2 2018 Filed on Aug 02, 2018
114
N/A
Fiat Chrysler Automobiles N
Q2 2018 Filed on Aug 02, 2018
182
N/A
Biotime Inc
Q2 2018 Filed on Aug 02, 2018
50
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 02, 2018
348
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 02, 2018
1,543
N/A
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q1 2018 Filed on May 14, 2018
17,281
N/A
SMB
Vaneck Short Muni ETF

ETFs
Q1 2018 Filed on May 14, 2018
10,696
N/A
USA
Liberty All Star Equity Fund

Financial Services
Q1 2018 Filed on May 14, 2018
14,553
$6.02 - $6.77 $87.6K - $98.5K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q4 2017 Filed on Feb 12, 2018
126,043
$35.29 - $38.4 $4.45M - $4.84M
Priceline Grp Inc
Q4 2017 Filed on Feb 12, 2018
110
N/A
Ashford Hospitality Tr Inc
Q4 2017 Filed on Feb 12, 2018
10,907
N/A
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q4 2017 Filed on Feb 12, 2018
30,709
$8.26 - $8.76 $254K - $269K
GTE
Gran Tierra Energy Inc.

Energy
Q4 2017 Filed on Feb 12, 2018
17,111
$2.02 - $2.76 $34.6K - $47.2K
HWC
Hancock Whitney Corp

Financial Services
Q4 2017 Filed on Feb 12, 2018
4,618
$46.7 - $52.45 $216K - $242K
LXP
Lxp Industrial Trust

Real Estate
Q4 2017 Filed on Feb 12, 2018
10,712
$9.65 - $10.59 $103K - $113K
ING
Ing Groep Nv

Financial Services
Q4 2017 Filed on Feb 12, 2018
19,254
$17.72 - $18.82 $341K - $362K
WAFD
Washington Federal Inc

Financial Services
Q4 2017 Filed on Feb 12, 2018
6,584
$32.95 - $35.4 $217K - $233K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
Q4 2017 Filed on Feb 12, 2018
55,863
N/A
Dow Chem CO
Q3 2017 Filed on Oct 23, 2017
9,152
N/A
Alps ETF Tr
Q3 2017 Filed on Oct 23, 2017
11,376
N/A
IYT
Ishares Tr U.S. Transportation

ETFs
Q3 2017 Filed on Oct 23, 2017
27,626
$176.09 - $178.42 $4.86M - $4.93M
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