Btr Capital Management Inc Closed Holding Positions

Btr Capital Management Inc

  • $641 Million
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
Blackrock Equity Div Instl Fd
Q1 2019 Filed on Apr 04, 2019
18,257
N/A
Franklin Mutual Global Disc Z
Q1 2019 Filed on Apr 04, 2019
18,681
N/A
OXY
Occidental Petroleum Corp

Energy
Q4 2018 Filed on Jan 23, 2019
3,070
$57.11 - $83.13 $175K - $255K
Matthews Asian Growth&
Q4 2018 Filed on Jan 23, 2019
11,333
N/A
Praxair Inc
Q4 2018 Filed on Jan 23, 2019
1,350
N/A
RPM
Rpm International Inc

Basic Materials
Q4 2018 Filed on Jan 23, 2019
3,400
$55.74 - $65.95 $190K - $224K
American Funds Amcap Fd Cls F2
Q4 2018 Filed on Jan 23, 2019
13,141
N/A
DNP
Dnp Select Income Fund Inc

Financial Services
Q4 2018 Filed on Jan 23, 2019
10,600
$10.05 - $11.15 $107K - $118K
Express Scripts Holding CO
Q4 2018 Filed on Jan 23, 2019
2,496
N/A
Energy Transfer Partners Lpuni
Q4 2018 Filed on Jan 23, 2019
20,286
N/A
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q4 2018 Filed on Jan 23, 2019
3,750
N/A
Spectra Energy Partners LP
Q4 2018 Filed on Jan 23, 2019
8,100
N/A
American Funds Cap World Grwth
Q4 2018 Filed on Jan 23, 2019
4,061
N/A
RY
Royal Bank Of Canada

Financial Services
Q3 2018 Filed on Oct 04, 2018
3,750
$74.85 - $81.06 $281K - $304K
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2018 Filed on Aug 01, 2018
4,085
$50.15 - $57.72 $205K - $236K
PPL
Ppl Corp

Utilities
Q2 2018 Filed on Aug 01, 2018
12,175
$25.61 - $29.1 $312K - $354K
Powershares Dynamic
Q2 2018 Filed on Aug 01, 2018
11,325
N/A
Invesco S&P 500 Index Fd A
Q1 2018 Filed on May 01, 2018
6,947
N/A
Buckeye Partners L P
Q1 2018 Filed on May 01, 2018
4,300
N/A
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q1 2018 Filed on May 01, 2018
11,500
$10.67 - $12.58 $123K - $145K
Celgene Corporation
Q1 2018 Filed on May 01, 2018
2,065
N/A
Priceline Group Inc
Q1 2018 Filed on May 01, 2018
3,821
N/A
Pwrshrs Wilderhil Clean Energy
Q4 2017 Filed on Jan 31, 2018
29,300
N/A
BRK-A
Berkshire Hathaway Inc

Financial Services
Q4 2017 Filed on Jan 31, 2018
1
$271410.0 - $299360.0 $271K - $299K
NWL
Newell Brands Inc.

Consumer Defensive
Q4 2017 Filed on Jan 31, 2018
132,544
$27.97 - $43.9 $3.71M - $5.82M
PCG
Pg&E Corp

Utilities
Q4 2017 Filed on Jan 31, 2018
3,941
$44.45 - $69.2 $175K - $273K
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