Girard Partners Ltd. Closed Holding Positions

Girard Partners Ltd.

  • $1.06 Billion
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WELL
Welltower Inc.

Real Estate
Q3 2019 Filed on Nov 01, 2019
2,795
$81.74 - $92.46 $228K - $258K
Royal Dutch Shell PLC Spon Adr B
Q3 2019 Filed on Nov 01, 2019
3,752
N/A
L3 Technologies Inc Com
Q3 2019 Filed on Nov 01, 2019
1,437
N/A
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q3 2019 Filed on Nov 01, 2019
3,998
$102.4 - $110.18 $409K - $440K
SXT
Sensient Technologies Corp

Basic Materials
Q3 2019 Filed on Nov 01, 2019
4,576
$62.79 - $74.1 $287K - $339K
OXY
Occidental Petroleum Corp

Energy
Q3 2019 Filed on Nov 01, 2019
5,805
$42.13 - $53.17 $245K - $309K
CTVA
Corteva, Inc.

Basic Materials
Q3 2019 Filed on Nov 01, 2019
10,453
$26.43 - $31.63 $276K - $331K
MPC
Marathon Petroleum Corp

Energy
Q3 2019 Filed on Nov 01, 2019
5,313
$44.63 - $62.42 $237K - $332K
GLD
Spdr Gold Trust

ETFs
Q3 2019 Filed on Nov 01, 2019
1,730
$130.62 - $146.66 $226K - $254K
SRE
Sempra Energy

Utilities
Q3 2019 Filed on Nov 01, 2019
1,483
$132.12 - $147.61 $196K - $219K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q3 2019 Filed on Nov 01, 2019
1,185
$255.08 - $273.6 $302K - $324K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q3 2019 Filed on Nov 01, 2019
6,175
$48.76 - $49.06 $301K - $303K
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2019 Filed on Nov 01, 2019
11,569
$84.39 - $91.13 $976K - $1.05M
C
Citigroup Inc

Financial Services
Q3 2019 Filed on Nov 01, 2019
3,899
$61.32 - $73.01 $239K - $285K
DTE
Dte Energy CO

Utilities
Q3 2019 Filed on Nov 01, 2019
1,825
$107.37 - $113.87 $196K - $208K
Blackstone Group L P Com Unit LTD
Q2 2019 Filed on Aug 12, 2019
7,255
N/A
Harris Corp Del Com
Q2 2019 Filed on Aug 12, 2019
2,133
N/A
AAL
American Airlines Group Inc.

Industrials
Q2 2019 Filed on Aug 12, 2019
8,085
$27.2 - $34.81 $220K - $281K
NYCB
New York Community Bancorp Inc

Financial Services
Q2 2019 Filed on Aug 12, 2019
11,839
$9.54 - $12.0 $113K - $142K
PFM
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Aug 12, 2019
7,405
$27.08 - $29.03 $201K - $215K
NVS
Novartis Ag

Healthcare
Q2 2019 Filed on Aug 12, 2019
2,260
$75.4 - $92.8 $170K - $210K
BDX
Becton Dickinson & CO

Healthcare
Q2 2019 Filed on Aug 12, 2019
812
$217.4 - $246.08 $177K - $200K
Dowdupont Inc Com
Q2 2019 Filed on Aug 12, 2019
39,589
N/A
Xilinx Inc Com
Q1 2019 Filed on May 08, 2019
2,707
N/A
VV
Vanguard Large Cap ETF

ETFs
Q1 2019 Filed on May 08, 2019
5,672
N/A
Ares Cap Corp 4.375 01152019
Q1 2019 Filed on May 08, 2019
25,000
N/A
IYG
Ishares Tr

ETFs
Q1 2019 Filed on May 08, 2019
2,064
N/A
Nuveen Energy Mlp Totl Rtrnfd Com
Q1 2019 Filed on May 08, 2019
19,025
N/A
Mfa Finl Inc Com
Q1 2019 Filed on May 08, 2019
11,040
N/A
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2019 Filed on May 08, 2019
7,052
N/A
Spdr Bloomberg Barclays High Yield Bond ETF
Q1 2019 Filed on May 08, 2019
104,350
N/A
IYJ
Ishares Tr

ETFs
Q1 2019 Filed on May 08, 2019
3,281
$62.56 - $76.42 $205K - $251K
J
Jacobs Engineering Group Inc

Industrials
Q4 2018 Filed on Feb 11, 2019
1,185
$55.24 - $80.92 $65.5K - $95.9K
Altaba Inc Com
Q4 2018 Filed on Feb 11, 2019
400
N/A
ROK
Rockwell Automation, Inc

Industrials
Q4 2018 Filed on Feb 11, 2019
228
$141.77 - $189.89 $32.3K - $43.3K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
1,150
$17.82 - $19.07 $20.5K - $21.9K
HE
Hawaiian Electric Industries Inc

Utilities
Q4 2018 Filed on Feb 11, 2019
700
$35.16 - $39.16 $24.6K - $27.4K
Pinnacle Foods Inc Del Com
Q4 2018 Filed on Feb 11, 2019
298
N/A
ALE
Allete Inc

Utilities
Q4 2018 Filed on Feb 11, 2019
231
$73.59 - $82.32 $17K - $19K
Community Bankers Tr Corp Com
Q4 2018 Filed on Feb 11, 2019
1,130
N/A
Brookfield Ppty Partners L P Unit LTD Partn
Q4 2018 Filed on Feb 11, 2019
1,270
N/A
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
500
$6.1 - $8.96 $3.05K - $4.48K
Sonic Corp Com
Q4 2018 Filed on Feb 11, 2019
2,265
N/A
CHD
Church & Dwight CO Inc

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
2,390
$54.87 - $69.18 $131K - $165K
ANSS
Ansys Inc

Technology
Q4 2018 Filed on Feb 11, 2019
50
$136.81 - $186.0 $6.84K - $9.3K
GMED
Globus Medical Inc

Healthcare
Q4 2018 Filed on Feb 11, 2019
150
$41.38 - $57.44 $6.21K - $8.62K
PID
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 11, 2019
5,223
$13.74 - $15.89 $71.8K - $83K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
2,000
$13.9 - $16.06 $27.8K - $32.1K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q4 2018 Filed on Feb 11, 2019
155
N/A
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