Appleton Partners Inc Closed Holding Positions

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2018 Filed on Jan 17, 2019
36,091
$18.59 - $21.69 $671K - $783K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q4 2018 Filed on Jan 17, 2019
5,060
$36.52 - $41.87 $185K - $212K
HAL
Halliburton CO

Energy
Q4 2018 Filed on Jan 17, 2019
5,675
$25.14 - $42.14 $143K - $239K
PSX
Phillips 66

Energy
Q4 2018 Filed on Jan 17, 2019
1,812
$78.5 - $118.47 $142K - $215K
OCSL
Oaktree Specialty Lending Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
20,165
$4.15 - $4.97 $83.7K - $100K
Praxair Inc Com
Q4 2018 Filed on Jan 17, 2019
2,892
N/A
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
10,485
$42.54 - $57.56 $446K - $604K
California Res Corp Com
Q4 2018 Filed on Jan 17, 2019
7,525
N/A
Zayo Group Hldgs Inc Com
Q4 2018 Filed on Jan 17, 2019
38,261
N/A
Royal Dutch Shell PLC Spon Adr
Q3 2018 Filed on Oct 09, 2018
3,215
N/A
Tauriga Sciences Inc Com
Q3 2018 Filed on Oct 09, 2018
15,000
N/A
Invesco Exchange Traded Fd S&P
Q3 2018 Filed on Oct 09, 2018
5,920
N/A
SEE
Sealed Air Corp

Consumer Cyclical
Q3 2018 Filed on Oct 09, 2018
5,882
$38.83 - $44.07 $228K - $259K
IBND
Spdr Bloomberg International C

ETFs
Q3 2018 Filed on Oct 09, 2018
9,865
$32.95 - $34.14 $325K - $337K
PSA
Public Storage

Real Estate
Q3 2018 Filed on Oct 09, 2018
950
$199.49 - $232.71 $190K - $221K
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2018 Filed on Oct 09, 2018
33,738
$24.51 - $39.46 $827K - $1.33M
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2018 Filed on Aug 08, 2018
2,244
$111.06 - $113.18 $249K - $254K
Powershares ETF Tr Ii Pwrshs S
Q2 2018 Filed on Aug 08, 2018
5,300
N/A
Atlantic Pwr Corp Com New
Q2 2018 Filed on Aug 08, 2018
47,995
N/A
IGF
Ishares Global Infrastructure

ETFs
Q2 2018 Filed on Aug 08, 2018
7,088
$42.19 - $44.04 $299K - $312K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2018 Filed on Aug 08, 2018
3,165
$62.31 - $66.88 $197K - $212K
SENR
Strategic Environmental & Energy Resources, Inc.

Industrials
Q2 2018 Filed on Aug 08, 2018
13,150
$0.26 - $0.5 $3.42K - $6.58K
Claymore Exchange Trd Fd Tr Gu
Q2 2018 Filed on Aug 08, 2018
7,194
N/A
Sensata Technologies Hldg Nv S
Q2 2018 Filed on Aug 08, 2018
50,045
N/A
Powershares ETF Trust Finl Pfd
Q2 2018 Filed on Aug 08, 2018
224,279
N/A
Broadcom LTD Shs
Q2 2018 Filed on Aug 08, 2018
22,968
N/A
Powershares Qqq Trust Unit Ser
Q2 2018 Filed on Aug 08, 2018
2,747
N/A
LUV
Southwest Airlines CO

Industrials
Q2 2018 Filed on Aug 08, 2018
4,666
$50.32 - $56.86 $235K - $265K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2018 Filed on Apr 11, 2018
2,428
N/A
LBRDK
Liberty Broadband Corp

Communication Services
Q1 2018 Filed on Apr 11, 2018
3,278
$83.62 - $96.9 $274K - $318K
CAH
Cardinal Health Inc

Healthcare
Q1 2018 Filed on Apr 11, 2018
7,477
$61.22 - $75.23 $458K - $562K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2018 Filed on Apr 11, 2018
14,200
N/A
JPUS
Jpmorgan Diversified Return Us

ETFs
Q1 2018 Filed on Apr 11, 2018
4,790
N/A
RGS
Regis Corp

Consumer Cyclical
Q1 2018 Filed on Apr 11, 2018
11,190
$14.77 - $17.0 $165K - $190K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2018 Filed on Apr 11, 2018
2,491
$115.72 - $120.97 $288K - $301K
Priceline Grp Inc Com New
Q1 2018 Filed on Apr 11, 2018
1,610
N/A
PRTK
Paratek Pharmaceuticals, Inc.

Healthcare
Q4 2017 Filed on Jan 12, 2018
9,109
$17.45 - $25.6 $159K - $233K
Tandem Diabetes Care Inc Com
Q4 2017 Filed on Jan 12, 2018
26,700
N/A
SRCL
Stericycle Inc

Industrials
Q4 2017 Filed on Jan 12, 2018
2,888
$62.5 - $72.69 $181K - $210K
Delphi Automotive PLC Shs
Q4 2017 Filed on Jan 12, 2018
10,170
N/A
SIGA
Siga Technologies Inc

Healthcare
Q4 2017 Filed on Jan 12, 2018
14,915
$3.14 - $5.12 $46.8K - $76.4K
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