Kcm Investment Advisors LLC Closed Holding Positions

Kcm Investment Advisors LLC

  • $2.91 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Altaba Inc
Q4 2019 Filed on Feb 18, 2020
15,088
N/A
Cbs Corp New
Q3 2019 Filed on Nov 15, 2019
4,361
N/A
New York Mtg Tr Inc
Q3 2019 Filed on Nov 15, 2019
10,325
N/A
Blackstone Group L P
Q3 2019 Filed on Nov 15, 2019
17,756
N/A
L3 Technologies Inc
Q3 2019 Filed on Nov 15, 2019
10,502
N/A
Hcp Inc
Q3 2019 Filed on Nov 15, 2019
10,925
N/A
EPI
Wisdomtree Tr India Earnings F

ETFs
Q3 2019 Filed on Nov 15, 2019
30,000
$22.85 - $24.54 $686K - $736K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q3 2019 Filed on Nov 15, 2019
4,350
$61.97 - $70.26 $270K - $306K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q3 2019 Filed on Nov 15, 2019
7,385
$20.76 - $32.1 $153K - $237K
Oaktree Cap Group LLC
Q3 2019 Filed on Nov 15, 2019
12,500
N/A
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2019 Filed on Aug 14, 2019
4,407
$42.69 - $53.44 $188K - $236K
IYE
Ishares Tr

ETFs
Q2 2019 Filed on Aug 14, 2019
8,527
$31.84 - $37.32 $271K - $318K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2019 Filed on Aug 14, 2019
4,975
N/A
PPT
Putnam Premier Income Trust

Financial Services
Q2 2019 Filed on Aug 14, 2019
10,990
$5.05 - $5.24 $55.5K - $57.6K
Dowdupont Inc
Q2 2019 Filed on Aug 14, 2019
132,716
N/A
HRL
Hormel Foods Corp

Consumer Defensive
Q2 2019 Filed on Aug 14, 2019
12,240
$38.8 - $43.78 $475K - $536K
Citigroup Inc Fix To Float Per
Q1 2019 Filed on May 16, 2019
900,000
N/A
Wells Fargo & Company Perp/Cal
Q1 2019 Filed on May 16, 2019
752,000
N/A
Goldman Sachs 5.375 Perp/Call
Q1 2019 Filed on May 16, 2019
590,000
N/A
Wachovia (Wfc) Perp/Call 2/11
Q1 2019 Filed on May 16, 2019
2,700,000
N/A
Goldman Sachs 5.7 Perp/Call 5/
Q1 2019 Filed on May 16, 2019
1,215,000
N/A
Suntrust Bank 5.05. Call 2022
Q1 2019 Filed on May 16, 2019
815,000
N/A
Jp Morgan 6.0. Perp/Call 8/23
Q1 2019 Filed on May 16, 2019
3,615,000
N/A
So. Cal Edison 6.25. Perp/Call
Q1 2019 Filed on May 16, 2019
565,000
N/A
JPUS
Jpmorgan Diversified Return Us

ETFs
Q1 2019 Filed on May 16, 2019
18,741
N/A
AHTPRI
Ashford Hospitality Tr Inc Pfd
Q1 2019 Filed on May 16, 2019
13,900
N/A
Stanley Black & Decker Callabl
Q1 2019 Filed on May 16, 2019
1,145,000
N/A
Fifth Third Bancorp 4.9. Until
Q1 2019 Filed on May 16, 2019
685,000
N/A
SOHOO
Sotherly Hotels Inc.

Real Estate
Q1 2019 Filed on May 16, 2019
47,127
$22.2 - $25.29 $1.05M - $1.19M
PLYMPRA
Plymouth Indl Reit I
Q1 2019 Filed on May 16, 2019
16,460
N/A
Mvc Capital 6.25. Sr Nts Due12/
Q1 2019 Filed on May 16, 2019
18,750
N/A
Jmp Group Sr Nts7.25. Bbb 11/2
Q1 2019 Filed on May 16, 2019
44,850
N/A
Invesco Mortgage 7.75.Perp Cum
Q1 2019 Filed on May 16, 2019
18,726
N/A
Horizon Technology Fin 6.25.Sr
Q1 2019 Filed on May 16, 2019
12,950
N/A
GLOPPRA
Gaslog Partners LP (Marshall I
Q1 2019 Filed on May 16, 2019
41,511
N/A
Cowen 7.35. Sn Notes 2027 Call
Q1 2019 Filed on May 16, 2019
56,975
N/A
CHSCN
Chs Inc Preferred Class B Seri

Consumer Defensive
Q1 2019 Filed on May 16, 2019
8,257
N/A
Atlas Finl Sr Nt 6.625. Cl 4/20
Q1 2019 Filed on May 16, 2019
17,025
N/A
Us Cellular 6.95.Sr Nt 2060 Cl
Q1 2019 Filed on May 16, 2019
15,125
N/A
Citigroup Inc 6.125. Perp Call
Q1 2019 Filed on May 16, 2019
550,000
N/A
Citigroup Inc 5.95. Perp Call
Q1 2019 Filed on May 16, 2019
1,150,000
N/A
TWOPRA
Two Hbrs Invt Corp
Q1 2019 Filed on May 16, 2019
22,829
N/A
Torchmark Crp 6.125. Sub Deb Cal
Q1 2019 Filed on May 16, 2019
30,050
N/A
Texas Capitl Bancshares6.50. 2
Q1 2019 Filed on May 16, 2019
16,817
N/A
Telephone & Data 7.0. Cl 3/16
Q1 2019 Filed on May 16, 2019
24,552
N/A
Telephone & Data 6.875. Cl 11/
Q1 2019 Filed on May 16, 2019
76,525
N/A
Sunstone Hotel 6.95. Prp/Cl 3/
Q1 2019 Filed on May 16, 2019
28,742
N/A
Spark Energy 8.75. Call 2022 Q
Q1 2019 Filed on May 16, 2019
22,882
N/A
SOHOB
Sotherly Hotels Inc.

Real Estate
Q1 2019 Filed on May 16, 2019
117,816
$23.99 - $25.3 $2.83M - $2.98M
Track This Portfolio

Track Kcm Investment Advisors LLC Portfolio

Follow Kcm Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kcm Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kcm Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email