M Holdings Securities, Inc. Closed Holding Positions

M Holdings Securities, Inc.

  • $620 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Ishares Tr Ibonds Dec 2020 Term Corporate ETF Fd
Q3 2018 Filed on Nov 16, 2018
45,888
N/A
Ishares Tr Ibonds Dec 2021 Term Corporate ETF Fd
Q3 2018 Filed on Nov 16, 2018
10,994
N/A
Gastar Expl Inc New Com
Q3 2018 Filed on Nov 16, 2018
34,565
N/A
Rockwell Collins Inc Del Com Stk
Q3 2018 Filed on Nov 16, 2018
3,408
N/A
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q3 2018 Filed on Nov 16, 2018
6,157
N/A
XLB
Select Sector Spdr Fd Material

ETFs
Q3 2018 Filed on Nov 16, 2018
29,318
N/A
Allergan PLC Com Shs Isin#Ie00 By9 D5467
Q3 2018 Filed on Nov 16, 2018
1,479
N/A
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2018 Filed on Nov 16, 2018
8,513
N/A
MVF
Blackrock Munivest Fund, Inc.

Financial Services
Q3 2018 Filed on Nov 16, 2018
12,191
$8.56 - $8.94 $104K - $109K
TSEM
Tower Semiconductor LTD

Technology
Q3 2018 Filed on Nov 16, 2018
18,457
$19.71 - $23.2 $364K - $428K
TBF
Proshares Trust Short 20+ Trea

ETFs
Q3 2018 Filed on Nov 16, 2018
14,578
N/A
Powershares Qqq Tr Unit Ser 1
Q2 2018 Filed on Aug 17, 2018
28,495
N/A
Klx Inc Com
Q2 2018 Filed on Aug 17, 2018
7,700
N/A
Blackstone Group L P Com Unit Repstg LTD
Q2 2018 Filed on Aug 17, 2018
7,324
N/A
Powershares Exchange Traded Fd Tr Ii Ftse Rafi Developed Markets Ex U S Port
Q2 2018 Filed on Aug 17, 2018
10,532
N/A
Powershares Exchange Traded Fd Tr Ii Ftse Rafi Emerging Markets Port
Q2 2018 Filed on Aug 17, 2018
14,846
N/A
Leucadia Natl Corp Com
Q2 2018 Filed on Aug 17, 2018
21,584
N/A
Powershares Exchange Traded Fd Tr Dynamic Buyback Achievers Port
Q2 2018 Filed on Aug 17, 2018
12,853
N/A
Colony Northstar Cr Real Estate Cl A
Q2 2018 Filed on Aug 17, 2018
12,673
N/A
Powershares S&P 500 High Divid Low Volatility Portfolio
Q2 2018 Filed on Aug 17, 2018
9,678
N/A
Powershares Exchange Traded Fd Tr Ii S&P 500 Low Volatility Port
Q2 2018 Filed on Aug 17, 2018
8,806
N/A
NGG
National Grid PLC

Utilities
Q2 2018 Filed on Aug 17, 2018
8,318
$54.93 - $59.64 $457K - $496K
Entegra Finl Corp Com
Q2 2018 Filed on Aug 17, 2018
15,000
N/A
Claymore Exchange Traded Fd Tr 2 Guggenheim Msci N/C Eff 4/9/18 1 Old / 1 Cu 73936 Q587 Powershares ETF Tr
Q2 2018 Filed on Aug 17, 2018
24,569
N/A
JOE
St Joe CO

Real Estate
Q2 2018 Filed on Aug 17, 2018
16,522
$16.8 - $18.9 $278K - $312K
PTN
Palatin Technologies Inc

Healthcare
Q2 2018 Filed on Aug 17, 2018
12,289
$0.91 - $1.45 $11.2K - $17.8K
Powershares Exchange Traded Fd Tr Ftse Rafi Us 1500 Small Mid Portfolio
Q2 2018 Filed on Aug 17, 2018
6,216
N/A
Powershares Exchange Traded Fd Tr Ii S&P 400 Low Volatility Portfolio
Q2 2018 Filed on Aug 17, 2018
6,481
N/A
Barclays Bk PLC Ipath Dow Jones Ubs Coffee Total Return Sub Index Etn
Q2 2018 Filed on Aug 17, 2018
95,876
N/A
UGL
Pro Shares Trust Ii

ETFs
Q2 2018 Filed on Aug 17, 2018
5,325
$36.39 - $43.06 $194K - $229K
Chicago Bridge & Iron CO N V Isin#Us1672501095
Q2 2018 Filed on Aug 17, 2018
11,317
N/A
Powershares Exchange Traded Fd Tr Ii Ftse Rafi Developed Markets Ex U S Port
Q2 2018 Filed on Aug 17, 2018
13,226
N/A
Bt Group PLC Adr
Q1 2018 Filed on May 18, 2018
16,450
N/A
Central Fd Cda LTD Cl A
Q1 2018 Filed on May 18, 2018
287,936
N/A
SVVC
Firsthand Technology Value Fund, Inc.

Financial Services
Q1 2018 Filed on May 18, 2018
26,000
$9.09 - $12.53 $236K - $326K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2018 Filed on May 18, 2018
2,970
N/A
ENR
Energizer Holdings, Inc.

Industrials
Q1 2018 Filed on May 18, 2018
27,553
$47.88 - $59.58 $1.32M - $1.64M
Mylan N V Shs Euro
Q1 2018 Filed on May 18, 2018
4,849
N/A
VEEV
Veeva Systems Inc

Healthcare
Q1 2018 Filed on May 18, 2018
4,075
$54.32 - $77.88 $221K - $317K
PH
Parker Hannifin Corp

Industrials
Q1 2018 Filed on May 18, 2018
1,030
$168.15 - $210.94 $173K - $217K
Proshares Tr Ultrashrt S&P500
Q1 2018 Filed on May 18, 2018
5,329
N/A
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2018 Filed on May 18, 2018
26,712
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2018 Filed on May 18, 2018
33,967
N/A
Proshares Tr Ultsht Russ2000
Q1 2018 Filed on May 18, 2018
10,360
N/A
APLE
Apple Hospitality Reit, Inc.

Real Estate
Q1 2018 Filed on May 18, 2018
15,449
$16.85 - $20.12 $260K - $311K
VFC
V F Corp

Consumer Cyclical
Q1 2018 Filed on May 18, 2018
2,979
$68.16 - $79.04 $203K - $235K
Apache Corp Com
Q1 2018 Filed on May 18, 2018
4,750
N/A
ICF
Ishares Tr

ETFs
Q4 2017 Filed on Feb 15, 2018
7,889
$49.45 - $52.01 $390K - $410K
EAT
Brinker International, Inc

Consumer Cyclical
Q4 2017 Filed on Feb 15, 2018
7,150
$30.47 - $40.15 $218K - $287K
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