Capital Analysts, LLC Closed Holding Positions

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FAS
Direxion Daily Financial Bull

ETFs
Q2 2021 Filed on Aug 05, 2021
1,604
$93.99 - $125.29 $151K - $201K
JPUS
Jpmorgan Diversified Return Us

ETFs
Q2 2021 Filed on Aug 05, 2021
2,415
$92.22 - $98.22 $223K - $237K
Tiffany & CO New
Q1 2021 Filed on May 17, 2021
170
N/A
MIN
Mfs Intermediate Income Trust

Financial Services
Q1 2021 Filed on May 17, 2021
3,600
$3.61 - $3.83 $13K - $13.8K
SPH
Suburban Propane Partners LP

Utilities
Q1 2021 Filed on May 17, 2021
200
$14.58 - $16.2 $2.92K - $3.24K
Hollyfrontier Corp
Q1 2021 Filed on May 17, 2021
55
N/A
ELA
Envela Corp

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
11,000
$4.77 - $6.77 $52.5K - $74.5K
Mgm Growth Pptys LLC
Q1 2021 Filed on May 17, 2021
265
N/A
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q1 2021 Filed on May 17, 2021
600
$26.3 - $26.42 $15.8K - $15.9K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
Q1 2021 Filed on May 17, 2021
1,000
$14.58 - $15.74 $14.6K - $15.7K
FDRR
Fidelity Covington Tr Divid Et

ETFs
Q1 2021 Filed on May 17, 2021
1,589
$36.31 - $40.63 $57.7K - $64.6K
LECO
Lincoln Electric Holdings Inc

Industrials
Q1 2021 Filed on May 17, 2021
4,000
$113.21 - $126.64 $453K - $507K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
Q1 2021 Filed on May 17, 2021
265
$32.23 - $34.74 $8.54K - $9.21K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
Q1 2021 Filed on May 17, 2021
225
$50.66 - $53.9 $11.4K - $12.1K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
750
$11.07 - $11.77 $8.3K - $8.83K
PHK
Pimco High Income Fund

Financial Services
Q1 2021 Filed on May 17, 2021
1,020
$6.03 - $6.74 $6.15K - $6.87K
China Mobile Limited
Q1 2021 Filed on May 17, 2021
81
N/A
ASIX
Advan Six Inc.

Basic Materials
Q1 2021 Filed on May 17, 2021
31
$19.78 - $29.65 $613 - $919
RESD
Wisdomtree International Esg F

ETFs
Q1 2021 Filed on May 17, 2021
2,000
N/A
CCMP
Cmc Materials, Inc.

Technology
Q1 2021 Filed on May 17, 2021
10,298
$146.01 - $180.91 $1.5M - $1.86M
GVI
Ishares Tr

ETFs
Q1 2021 Filed on May 17, 2021
55
$114.79 - $117.59 $6.31K - $6.47K
CATY
Cathay General Bancorp

Financial Services
Q1 2021 Filed on May 17, 2021
582
$31.99 - $44.92 $18.6K - $26.1K
FQAL
Fidelity Covington Tr Quality

ETFs
Q1 2021 Filed on May 17, 2021
4,820
$42.34 - $45.57 $204K - $220K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
Q1 2021 Filed on May 17, 2021
502
$51.24 - $51.61 $25.7K - $25.9K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q1 2021 Filed on May 17, 2021
353
$82.63 - $94.8 $29.2K - $33.5K
CLVS
Clovis Oncology, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
17,500
$4.13 - $6.41 $72.3K - $112K
SOXL
Direxion Daily Semiconductor B

ETFs
Q4 2020 Filed on Feb 16, 2021
1,650
$16.16 - $31.96 $26.7K - $52.7K
TDF
Templeton Dragon Fund Inc

Financial Services
Q4 2020 Filed on Feb 16, 2021
550
$21.32 - $25.45 $11.7K - $14K
Investors Real Estate Tr
Q4 2020 Filed on Feb 16, 2021
517
N/A
PACB
Pacific Biosciences Of California, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
1,000
$10.5 - $28.5 $10.5K - $28.5K
Aarons Inc
Q4 2020 Filed on Feb 16, 2021
907
N/A
VSTM
Verastem, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
1,000
$1.15 - $2.4 $1.15K - $2.4K
Marvell Technology Group LTD
Q4 2020 Filed on Feb 16, 2021
13,600
N/A
Taubman Ctrs Inc
Q4 2020 Filed on Feb 16, 2021
1,535
N/A
PNW
Pinnacle West Capital Corp

Utilities
Q4 2020 Filed on Feb 16, 2021
1,175
$75.32 - $90.9 $88.5K - $107K
CLOU
Global X Fds Cloud Computing E

ETFs
Q4 2020 Filed on Feb 16, 2021
35,250
$23.2 - $29.21 $818K - $1.03M
Bristol Myers Squibb CO
Q4 2020 Filed on Feb 16, 2021
401
N/A
Livongo Health Inc
Q4 2020 Filed on Feb 16, 2021
92
N/A
Cabot Microelectronics Corp
Q4 2020 Filed on Feb 16, 2021
9,594
N/A
First Tr Value Line 100 Ex T
Q4 2020 Filed on Feb 16, 2021
1,900
N/A
Cloudera Inc
Q4 2020 Filed on Feb 16, 2021
82
N/A
EXPO
Exponent Inc

Industrials
Q4 2020 Filed on Feb 16, 2021
2,995
$69.59 - $90.03 $208K - $270K
Genmark Diagnostics Inc
Q4 2020 Filed on Feb 16, 2021
200
N/A
WATT
Energous Corp

Technology
Q4 2020 Filed on Feb 16, 2021
1,580
$1.74 - $2.88 $2.75K - $4.55K
CURE
Direxion Daily Healthcare Bull

ETFs
Q4 2020 Filed on Feb 16, 2021
6,000
$55.71 - $77.02 $334K - $462K
EPZM
Epizyme, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
1,000
$10.34 - $13.77 $10.3K - $13.8K
ERIC
Ericsson Lm Telephone CO

Technology
Q4 2020 Filed on Feb 16, 2021
1,108
$10.61 - $12.51 $11.8K - $13.9K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 16, 2021
566
N/A
IYM
Ishares Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
141
$95.24 - $113.41 $13.4K - $16K
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