Northern Oak Wealth Management Inc Closed Holding Positions

Northern Oak Wealth Management Inc

  • $788 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
United Technologies Corp
Q2 2020 Filed on Aug 17, 2020
3,166
N/A
XRX
Xerox Holdings Corp

Technology
Q2 2020 Filed on Aug 17, 2020
297
$14.89 - $19.87 $4.42K - $5.9K
FCA
First Trust China Alphadex Fun

ETFs
Q2 2020 Filed on Aug 17, 2020
1,495
$21.08 - $25.41 $31.5K - $38K
ARMK
Aramark

Industrials
Q2 2020 Filed on Aug 17, 2020
16,045
$17.0 - $32.25 $273K - $517K
QUAD
Quad/Graphics, Inc.

Industrials
Q2 2020 Filed on Aug 17, 2020
10,000
$2.09 - $4.64 $20.9K - $46.4K
EAT
Brinker International, Inc

Consumer Cyclical
Q2 2020 Filed on Aug 17, 2020
11,688
$10.1 - $29.85 $118K - $349K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q2 2020 Filed on Aug 17, 2020
69
$44.31 - $86.04 $3.06K - $5.94K
AAL
American Airlines Group Inc.

Industrials
Q2 2020 Filed on Aug 17, 2020
8,030
$9.04 - $20.31 $72.6K - $163K
Broadvision Inc
Q2 2020 Filed on Aug 17, 2020
9
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 17, 2020
2,000
N/A
Raytheon CO
Q2 2020 Filed on Aug 17, 2020
160
N/A
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q1 2020 Filed on May 15, 2020
15
$16.14 - $33.49 $242 - $502
UGI
Ugi Corp

Utilities
Q1 2020 Filed on May 15, 2020
57
$22.92 - $44.76 $1.31K - $2.55K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on May 15, 2020
459
$29.04 - $46.68 $13.3K - $21.4K
IEO
Ishares Tr

ETFs
Q1 2020 Filed on May 15, 2020
274
$19.12 - $56.83 $5.24K - $15.6K
BBU
Brookfield Business Partners L.P.

Industrials
Q1 2020 Filed on May 15, 2020
7
$12.25 - $29.99 $85.8 - $210
TCRT
Alaunos Therapeutics, Inc.

Healthcare
Q1 2020 Filed on May 15, 2020
2,000
$1.9 - $4.98 $3.8K - $9.96K
WELL
Welltower Inc.

Real Estate
Q1 2020 Filed on May 15, 2020
202
$33.22 - $89.84 $6.71K - $18.1K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q1 2020 Filed on May 15, 2020
196
$14.06 - $22.79 $2.76K - $4.47K
PRU
Prudential Financial Inc

Financial Services
Q1 2020 Filed on May 15, 2020
100
$39.22 - $97.1 $3.92K - $9.71K
APLE
Apple Hospitality Reit, Inc.

Real Estate
Q1 2020 Filed on May 15, 2020
600
$4.84 - $16.0 $2.9K - $9.6K
BCE
Bce Inc

Communication Services
Q1 2020 Filed on May 15, 2020
108
$31.96 - $49.18 $3.45K - $5.31K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q1 2020 Filed on May 15, 2020
340
$139.82 - $212.0 $47.5K - $72.1K
VDC
Vanguard Consumer Staples ETF

ETFs
Q1 2020 Filed on May 15, 2020
89
$122.65 - $164.89 $10.9K - $14.7K
CINF
Cincinnati Financial Corp

Financial Services
Q1 2020 Filed on May 15, 2020
67
$66.78 - $115.21 $4.47K - $7.72K
CIM
Chimera Investment Corp

Real Estate
Q1 2020 Filed on May 15, 2020
735
$7.6 - $22.98 $5.59K - $16.9K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2020 Filed on May 15, 2020
157
$38.34 - $62.84 $6.02K - $9.87K
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 15, 2020
4,705
N/A
Barclays Bk PLC
Q1 2020 Filed on May 15, 2020
60,000
N/A
Vereit Inc
Q1 2020 Filed on May 15, 2020
1,000
N/A
Aqua America Inc
Q1 2020 Filed on May 15, 2020
696
N/A
WY
Weyerhaeuser CO

Real Estate
Q1 2020 Filed on May 15, 2020
400
$13.47 - $31.3 $5.39K - $12.5K
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q1 2020 Filed on May 15, 2020
700
$5.05 - $8.85 $3.54K - $6.2K
MATV
Schweitzer Mauduit International Inc

Basic Materials
Q1 2020 Filed on May 15, 2020
600
$21.0 - $41.18 $12.6K - $24.7K
EBF
Ennis, Inc.

Industrials
Q1 2020 Filed on May 15, 2020
1,000
$14.23 - $22.05 $14.2K - $22.1K
Frontier Communications Corp
Q1 2020 Filed on May 15, 2020
99
N/A
PSP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 15, 2020
3,500
$6.77 - $13.14 $23.7K - $46K
PBA
Pembina Pipeline Corp

Energy
Q1 2020 Filed on May 15, 2020
637
$11.66 - $40.19 $7.43K - $25.6K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
Q1 2020 Filed on May 15, 2020
140
$38.23 - $67.57 $5.35K - $9.46K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2020 Filed on May 15, 2020
200
$90.36 - $137.08 $18.1K - $27.4K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q1 2020 Filed on May 15, 2020
1,136
$34.56 - $58.05 $39.3K - $65.9K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
Q1 2020 Filed on May 15, 2020
583
$3.99 - $6.76 $2.33K - $3.94K
PAA
Plains All American Pipeline LP

Energy
Q1 2020 Filed on May 15, 2020
12,530
$3.29 - $19.27 $41.2K - $241K
SAFT
Safety Insurance Group Inc

Financial Services
Q1 2020 Filed on May 15, 2020
307
$67.76 - $95.74 $20.8K - $29.4K
NRP
Natural Resource Partners LP

Energy
Q1 2020 Filed on May 15, 2020
105
$8.98 - $21.91 $943 - $2.3K
CRMD
Cor Medix Inc.

Healthcare
Q1 2020 Filed on May 15, 2020
200
$2.35 - $7.08 $470 - $1.42K
Noble Midstream Partners LP
Q1 2020 Filed on May 15, 2020
775
N/A
Hsbc Hldgs PLC
Q1 2020 Filed on May 15, 2020
1,000
N/A
Tallgrass Energy LP
Q1 2020 Filed on May 15, 2020
9,800
N/A
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