Fiduciary Group LLC Closed Holding Positions

Fiduciary Group LLC

  • $918 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2019 Filed on Feb 14, 2020
3,647
$83.39 - $84.94 $304K - $310K
LBTYK
Liberty Global PLC

Communication Services
Q3 2019 Filed on Nov 13, 2019
9,280
$23.79 - $27.51 $221K - $255K
Blackstone Group L P
Q3 2019 Filed on Nov 13, 2019
14,540
N/A
WELL
Welltower Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
2,537
$81.74 - $92.46 $207K - $235K
Cousins Pptys Inc
Q2 2019 Filed on Aug 05, 2019
13,000
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 05, 2019
67,596
N/A
Bank Amer Corp
Q1 2019 Filed on May 08, 2019
2,250
N/A
Twenty First Centy Fox Inc
Q1 2019 Filed on May 08, 2019
228,906
N/A
HAL
Halliburton CO

Energy
Q4 2018 Filed on Feb 13, 2019
5,010
$25.14 - $42.14 $126K - $211K
UMH
Umh Properties, Inc.

Real Estate
Q4 2018 Filed on Feb 13, 2019
17,000
$11.28 - $15.55 $192K - $264K
Cigna Corporation
Q4 2018 Filed on Feb 13, 2019
4,757
N/A
Monmouth Real Estate Invt CO
Q4 2018 Filed on Feb 13, 2019
16,340
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Feb 13, 2019
27,580
N/A
Aetna Inc New
Q4 2018 Filed on Feb 13, 2019
3,625
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2018 Filed on Feb 13, 2019
8,570
$33.41 - $36.68 $286K - $314K
Jpmorgan Chase & CO
Q3 2018 Filed on Oct 18, 2018
600
N/A
Priceline Grp Inc
Q1 2018 Filed on May 14, 2018
1,056
N/A
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2018 Filed on May 14, 2018
3,117
$57.08 - $75.19 $178K - $234K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q1 2018 Filed on May 14, 2018
2,195
$103.15 - $115.98 $226K - $255K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2017 Filed on Feb 02, 2018
3,222
$61.38 - $67.84 $198K - $219K
Express Scripts Hldg CO
Q4 2017 Filed on Feb 02, 2018
19,033
N/A
CFMS
Conformis Inc

Healthcare
Q4 2017 Filed on Feb 02, 2018
10,000
$2.24 - $4.13 $22.4K - $41.3K
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