Bsw Wealth Partners Closed Holding Positions

Bsw Wealth Partners

  • $676 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Dell Technologies Inc Com Cl V Deleted
Q1 2019 Filed on May 14, 2019
4,615
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2019 Filed on May 14, 2019
7,244
N/A
Miragen Therapeutics Inc
Q1 2019 Filed on May 14, 2019
22,236
N/A
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q1 2019 Filed on May 14, 2019
32,637
$53.46 - $62.69 $1.74M - $2.05M
AAL
American Airlines Group Inc.

Industrials
Q1 2019 Filed on May 14, 2019
7,787
$30.06 - $36.93 $234K - $288K
RDS-A
Shell PLC

Energy
Q4 2018 Filed on Feb 13, 2019
3,462
$47.66 - $58.81 $165K - $204K
UMPQ
Umpqua Holdings Corp

Financial Services
Q4 2018 Filed on Feb 13, 2019
14,923
$15.24 - $21.26 $227K - $317K
Owens Ill Inc Com New
Q4 2018 Filed on Feb 13, 2019
13,010
N/A
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2018 Filed on Feb 13, 2019
2,996
$108.28 - $110.37 $324K - $331K
Maxim Integrated Prods Inc Com
Q4 2018 Filed on Feb 13, 2019
3,924
N/A
Praxair Inc Com
Q4 2018 Filed on Feb 13, 2019
5,350
N/A
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 13, 2019
1,986
$113.26 - $161.64 $225K - $321K
Etfs Silver Tr Silver Shs
Q4 2018 Filed on Feb 13, 2019
12,563
N/A
BXP
Boston Properties Inc

Real Estate
Q4 2018 Filed on Feb 13, 2019
1,946
$109.09 - $132.48 $212K - $258K
HTGC
Hercules Capital, Inc.

Financial Services
Q4 2018 Filed on Feb 13, 2019
18,697
$10.63 - $13.28 $199K - $248K
VNLA
Janus Henderson Short Duration

ETFs
Q4 2018 Filed on Feb 13, 2019
142,856
$49.0 - $50.08 $7M - $7.15M
Celldex Therapeutics Inc New Com
Q4 2018 Filed on Feb 13, 2019
10,181
N/A
Ingersoll Rand PLC Shs
Q4 2018 Filed on Feb 13, 2019
2,767
N/A
RJA
Swedish Export Credit Corp

ETFs
Q3 2018 Filed on Nov 09, 2018
22,000
$5.63 - $6.1 $124K - $134K
AUY
Yamana Gold Inc.

Basic Materials
Q2 2018 Filed on Aug 07, 2018
11,250
$2.65 - $3.15 $29.8K - $35.4K
Powershares Qqq Trust Unit Ser 1
Q2 2018 Filed on Aug 07, 2018
1,776
N/A
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q1 2018 Filed on May 10, 2018
7,046
N/A
Cobiz Financial Inc Com
Q4 2017 Filed on Feb 08, 2018
14,444
N/A
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
Q4 2017 Filed on Feb 08, 2018
15,500
$4.98 - $5.72 $77.2K - $88.7K
United States Oil Fund LP Units
Q4 2017 Filed on Feb 08, 2018
11,100
N/A
Pacific Continental Corp Com
Q4 2017 Filed on Feb 08, 2018
52,413
N/A
Array Biopharma Inc Com
Q4 2017 Filed on Feb 08, 2018
20,000
N/A
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