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
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2018 Filed on May 09, 2018
4,025
N/A
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q1 2018 Filed on May 09, 2018
16,784
$13.02 - $14.42 $219K - $242K
EQR
Equity Residential

Real Estate
Q1 2018 Filed on May 09, 2018
3,185
$55.26 - $63.84 $176K - $203K
Deutsche Bnk 7.6. B. Qdi Calle
Q1 2018 Filed on May 09, 2018
15,339
N/A
Guggenheim Russell Top 50 ETF
Q1 2018 Filed on May 09, 2018
4,834
N/A
Scana Corp
Q1 2018 Filed on May 09, 2018
8,652
N/A
Summit Hotel7.125.Perp Cum Cal
Q1 2018 Filed on May 09, 2018
35,027
N/A
METPRA
Metlife Inc Pfd Series A Float
Q1 2018 Filed on May 09, 2018
8,066
N/A
Amtrust Financial 7.25. Sr Nt C
Q1 2018 Filed on May 09, 2018
10,500
N/A
Sprott Resource Holdings Inc
Q1 2018 Filed on May 09, 2018
733,252
N/A
Sprott Inc
Q1 2018 Filed on May 09, 2018
17,500
N/A
Annaly Capital 7.625. Cum Call
Q1 2018 Filed on May 09, 2018
52,343
N/A
Broadcom LTD
Q1 2018 Filed on May 09, 2018
1,746
N/A
SPG
Simon Property Group Inc

Real Estate
Q1 2018 Filed on May 09, 2018
1,252
$150.46 - $172.42 $188K - $216K
Annaly Capital 7.625. Cum Call
Q1 2018 Filed on May 09, 2018
12,867
N/A
Etfs Physical Precious Metals
Q4 2017 Filed on Feb 22, 2018
3,665
N/A
DISH
Dish Network Corp

Communication Services
Q4 2017 Filed on Feb 22, 2018
3,892
$46.49 - $54.32 $181K - $211K
GSPRA
Goldman Sachs Group Inc Dep Sh
Q4 2017 Filed on Feb 22, 2018
26,497
N/A
DY
Dycom Industries Inc

Industrials
Q4 2017 Filed on Feb 22, 2018
2,506
$82.94 - $114.42 $208K - $287K
MHPRD
Maiden Holdings Ltd. Preferred
Q4 2017 Filed on Feb 22, 2018
13,288
N/A
Hercules Capital 6.25.Sr Nts 24
Q4 2017 Filed on Feb 22, 2018
10,200
N/A
Atlas Finl Sr Nt 6.625. Cl 4/20
Q4 2017 Filed on Feb 22, 2018
11,200
N/A
Ares Management 7. Call 6/21 B
Q4 2017 Filed on Feb 22, 2018
21,693
N/A
ALLE
Allegion PLC

Industrials
Q4 2017 Filed on Feb 22, 2018
2,782
$79.56 - $89.56 $221K - $249K
Retail Propertiesof Amer 7. Call
Q4 2017 Filed on Feb 22, 2018
15,400
N/A
AME
Ametek Inc

Industrials
Q4 2017 Filed on Feb 22, 2018
4,048
$66.29 - $72.87 $268K - $295K
Aon PLC
Q4 2017 Filed on Feb 22, 2018
1,610
N/A
ARCC
Ares Capital Corp

Financial Services
Q4 2017 Filed on Feb 22, 2018
15,001
$15.69 - $16.61 $235K - $249K
AFSIB
Amtrust Finl Svcs Inc Dep Sh R
Q4 2017 Filed on Feb 22, 2018
12,168
N/A
Penn Real Estate 8.25.Cum Call
Q4 2017 Filed on Feb 22, 2018
9,869
N/A
Amtrust Financial 6.95. Qdi Ca
Q4 2017 Filed on Feb 22, 2018
15,809
N/A
Ps Business Parks 6.0. Bbb Cal
Q4 2017 Filed on Feb 22, 2018
9,886
N/A
Solar Capital 6.75. Cl 11/17
Q4 2017 Filed on Feb 22, 2018
19,508
N/A
PCG
Pg&E Corp

Utilities
Q4 2017 Filed on Feb 22, 2018
6,721
$44.45 - $69.2 $299K - $465K
Discover Financial 6.50.Perp Q
Q4 2017 Filed on Feb 22, 2018
73,686
N/A
Summit Hotel 7.875. Perp Cum C
Q4 2017 Filed on Feb 22, 2018
110,736
N/A
Investors Reit 7.95. Cum Calle
Q4 2017 Filed on Feb 22, 2018
58,287
N/A
LUV
Southwest Airlines CO

Industrials
Q4 2017 Filed on Feb 22, 2018
3,766
$53.25 - $66.09 $201K - $249K
Colony Northstar 8.875.Cum Cal
Q4 2017 Filed on Feb 22, 2018
8,452
N/A
SVM
Silvercorp Metals Inc

Basic Materials
Q4 2017 Filed on Feb 22, 2018
10,000
$2.18 - $2.81 $21.8K - $28.1K
Li & Fung LTD
Q4 2017 Filed on Feb 22, 2018
10,000
N/A
JBGS
Jbg Smith Properties

Real Estate
Q4 2017 Filed on Feb 22, 2018
8,565
$31.1 - $35.63 $266K - $305K
Arch Capital 6.75. Bbb Qdi Cl
Q4 2017 Filed on Feb 22, 2018
8,178
N/A
Cbl & Associates 6.625. Perp C
Q4 2017 Filed on Feb 22, 2018
17,432
N/A
Taubman Centers 6.5. Cum Na Cl
Q4 2017 Filed on Feb 22, 2018
9,138
N/A
Cbl&Assoc Properties 7.375.Cum
Q4 2017 Filed on Feb 22, 2018
15,148
N/A
Gas Log LP 8.625.Fxd/Flt Cum Q
Q4 2017 Filed on Feb 22, 2018
28,300
N/A
Global Brands Group Holding
Q4 2017 Filed on Feb 22, 2018
10,000
N/A
Endurance Specialty 6.35. Cal
Q4 2017 Filed on Feb 22, 2018
9,900
N/A
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