Cedar Brook Financial Partners, LLC Closed Holding Positions

Cedar Brook Financial Partners, LLC

  • $698 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NLY
Annaly Capital Management Inc

Real Estate
Q1 2020 Filed on May 07, 2020
31,416
$4.75 - $10.5 $149K - $330K
Vereit Inc
Q1 2020 Filed on May 07, 2020
10,561
N/A
JDIV
J P Morgan ETF Tr U S Dividend

ETFs
Q1 2020 Filed on May 07, 2020
7,544
$16.4 - $28.37 $124K - $214K
A
Agilent Technologies, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
3,548
$63.37 - $90.13 $225K - $320K
JPEM
Jp Morgan Diversified Return

ETFs
Q1 2020 Filed on May 07, 2020
4,402
$36.19 - $58.24 $159K - $256K
IHF
Ishares Tr

ETFs
Q1 2020 Filed on May 07, 2020
1,049
$137.01 - $211.53 $144K - $222K
SYY
Sysco Corp

Consumer Defensive
Q1 2020 Filed on May 07, 2020
14,580
$31.24 - $84.92 $455K - $1.24M
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
4,011
$37.68 - $74.06 $151K - $297K
ENB
Enbridge Inc

Energy
Q1 2020 Filed on May 07, 2020
6,842
$23.74 - $43.06 $162K - $295K
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2020 Filed on May 07, 2020
2,361
$72.03 - $172.53 $170K - $407K
BSX
Boston Scientific Corp

Healthcare
Q1 2020 Filed on May 07, 2020
4,522
$25.83 - $45.71 $117K - $207K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q1 2020 Filed on May 07, 2020
12,701
$8.28 - $13.77 $105K - $175K
JPIN
Jp Morgan Diversified Return I

ETFs
Q1 2020 Filed on May 07, 2020
5,331
$37.71 - $57.78 $201K - $308K
MMM
3 M CO

Industrials
Q1 2020 Filed on May 07, 2020
4,079
$117.87 - $181.37 $481K - $740K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q1 2020 Filed on May 07, 2020
6,063
$22.24 - $36.32 $135K - $220K
Ladenburg Thalman Fin Svcs I
Q1 2020 Filed on May 07, 2020
12,776
N/A
EWJ
Ishares Msci Japan ETF

ETFs
Q1 2020 Filed on May 07, 2020
3,524
$43.22 - $60.05 $152K - $212K
IXC
Ishares Tr Global Energy ETF

ETFs
Q1 2020 Filed on May 07, 2020
7,828
$12.76 - $31.54 $99.9K - $247K
United Technologies Corp
Q1 2020 Filed on May 07, 2020
2,201
N/A
VNLA
Janus Henderson Short Duration

ETFs
Q4 2019 Filed on Feb 06, 2020
20,529
$49.6 - $49.99 $1.02M - $1.03M
Columbia Ppty Tr Inc
Q4 2019 Filed on Feb 06, 2020
13,842
N/A
AEP
American Electric Power CO Inc

Utilities
Q4 2019 Filed on Feb 06, 2020
2,632
$88.5 - $95.72 $233K - $252K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q4 2019 Filed on Feb 06, 2020
11,664
$14.88 - $16.13 $174K - $188K
XLU
Utilities Sector Spdr

ETFs
Q4 2019 Filed on Feb 06, 2020
5,552
$61.37 - $64.82 $341K - $360K
O
Realty Income Corp

Real Estate
Q4 2019 Filed on Feb 06, 2020
10,362
$69.51 - $79.4 $720K - $823K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2019 Filed on Feb 06, 2020
19,807
$9.89 - $10.3 $196K - $204K
MSI
Motorola Solutions, Inc.

Technology
Q4 2019 Filed on Feb 06, 2020
1,337
$157.09 - $176.01 $210K - $235K
CIF
Mfs Intermediate High Income Fund

Financial Services
Q4 2019 Filed on Feb 06, 2020
25,070
$2.53 - $2.85 $63.4K - $71.4K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
Q4 2019 Filed on Feb 06, 2020
16,976
$13.36 - $14.1 $227K - $239K
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2019 Filed on Feb 06, 2020
2,414
$146.46 - $166.68 $354K - $402K
FXN
First Tr Exchange Traded Fd Fi

ETFs
Q4 2019 Filed on Feb 06, 2020
14,834
$9.06 - $10.6 $134K - $157K
ECL
Ecolab Inc.

Basic Materials
Q4 2019 Filed on Feb 06, 2020
1,169
$182.06 - $195.86 $213K - $229K
BDX
Becton Dickinson & CO

Healthcare
Q4 2019 Filed on Feb 06, 2020
903
$236.45 - $266.82 $214K - $241K
RDS-A
Shell PLC

Energy
Q4 2019 Filed on Feb 06, 2020
3,621
$50.81 - $54.48 $184K - $197K
VTR
Ventas, Inc.

Real Estate
Q4 2019 Filed on Feb 06, 2020
3,300
$55.15 - $74.56 $182K - $246K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q4 2019 Filed on Feb 06, 2020
4,436
$44.55 - $48.54 $198K - $215K
Fqf Tr
Q4 2019 Filed on Feb 06, 2020
9,121
N/A
DJP
Barclays Bank PLC

ETFs
Q4 2019 Filed on Feb 06, 2020
10,371
$21.59 - $23.01 $224K - $239K
STE
Steris PLC

Healthcare
Q4 2019 Filed on Feb 06, 2020
1,769
$136.92 - $154.3 $242K - $273K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2019 Filed on Feb 06, 2020
5,285
$22.24 - $24.07 $118K - $127K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q4 2019 Filed on Feb 06, 2020
10,312
$10.56 - $11.35 $109K - $117K
PHYS
Sprott Physical Gold Trust

Financial Services
Q4 2019 Filed on Feb 06, 2020
15,466
$11.67 - $12.18 $180K - $188K
Suntrust Bks Inc
Q4 2019 Filed on Feb 06, 2020
7,899
N/A
Ishares Tr
Q3 2019 Filed on Oct 24, 2019
13,722
N/A
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q3 2019 Filed on Oct 24, 2019
15,891
$125.52 - $127.0 $1.99M - $2.02M
Harris Corp Del
Q3 2019 Filed on Oct 24, 2019
2,047
N/A
HPE
Hewlett Packard Enterprise CO

Technology
Q3 2019 Filed on Oct 24, 2019
10,553
$12.68 - $15.37 $134K - $162K
USA
Liberty All Star Equity Fund

Financial Services
Q3 2019 Filed on Oct 24, 2019
12,662
$6.02 - $6.64 $76.2K - $84.1K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2019 Filed on Oct 24, 2019
12,110
$36.77 - $37.53 $445K - $454K
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