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
Sonoma Pharmaceuticals Inc
Q3 2019 Filed on Oct 31, 2019
13
N/A
SPFF
Global X Superincome Preferred

ETFs
Q3 2019 Filed on Oct 31, 2019
570
$11.62 - $11.8 $6.62K - $6.73K
VGR
Vector Group LTD

Consumer Defensive
Q3 2019 Filed on Oct 31, 2019
254
$8.9 - $12.94 $2.26K - $3.29K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q3 2019 Filed on Oct 31, 2019
774
$88.2 - $89.75 $68.3K - $69.5K
XEL
Xcel Energy Inc

Utilities
Q3 2019 Filed on Oct 31, 2019
1,500
$59.43 - $65.82 $89.1K - $98.7K
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 31, 2019
55
$26.17 - $32.2 $1.44K - $1.77K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q3 2019 Filed on Oct 31, 2019
1,100
$22.43 - $23.9 $24.7K - $26.3K
New York Mtg Tr Inc
Q3 2019 Filed on Oct 31, 2019
400
N/A
HSIC
Henry Schein Inc

Healthcare
Q3 2019 Filed on Oct 31, 2019
200
$59.46 - $71.35 $11.9K - $14.3K
Eqm Midstream Partners LP
Q3 2019 Filed on Oct 31, 2019
3,800
N/A
PSEC
Prospect Capital Corp

Financial Services
Q3 2019 Filed on Oct 31, 2019
789
$6.3 - $6.73 $4.97K - $5.31K
BMI
Badger Meter Inc

Technology
Q3 2019 Filed on Oct 31, 2019
1,000
$49.8 - $59.34 $49.8K - $59.3K
FTI
Technip Fmc PLC

Energy
Q3 2019 Filed on Oct 31, 2019
6
$17.13 - $21.21 $103 - $127
Amerigas Partners L P
Q3 2019 Filed on Oct 31, 2019
90
N/A
Anadarko Pete Corp
Q3 2019 Filed on Oct 31, 2019
672
N/A
AFL
Aflac Inc

Financial Services
Q3 2019 Filed on Oct 31, 2019
2,590
$48.36 - $56.89 $125K - $147K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q3 2019 Filed on Oct 31, 2019
2,146
$27.31 - $28.2 $58.6K - $60.5K
Ishares Gold Trust
Q3 2019 Filed on Oct 31, 2019
3,685
N/A
Ishares Tr
Q3 2019 Filed on Oct 31, 2019
11,416
N/A
LNT
Alliant Energy Corp

Utilities
Q3 2019 Filed on Oct 31, 2019
1,000
$48.99 - $54.26 $49K - $54.3K
Micro Focus International
Q3 2019 Filed on Oct 31, 2019
92
N/A
Obsidian Energy LTD
Q3 2019 Filed on Oct 31, 2019
27
N/A
Blackstone Group L P
Q3 2019 Filed on Oct 31, 2019
9,306
N/A
OPI
Office Properties Income Trust

Real Estate
Q3 2019 Filed on Oct 31, 2019
125
$26.06 - $31.01 $3.26K - $3.88K
ALKS
Alkermes Plc.

Healthcare
Q3 2019 Filed on Oct 31, 2019
218
$19.51 - $24.28 $4.25K - $5.29K
FTA
First Tr Large Cap Value

ETFs
Q3 2019 Filed on Oct 31, 2019
239
$47.83 - $53.48 $11.4K - $12.8K
IDCC
Inter Digital, Inc.

Communication Services
Q3 2019 Filed on Oct 31, 2019
59
$47.13 - $66.71 $2.78K - $3.94K
Match Group Inc
Q3 2019 Filed on Oct 31, 2019
623
N/A
MTN
Vail Resorts Inc

Consumer Cyclical
Q3 2019 Filed on Oct 31, 2019
23
$222.66 - $248.73 $5.12K - $5.72K
PAC
Pacific Airport Group

Industrials
Q3 2019 Filed on Oct 31, 2019
85
$88.41 - $107.72 $7.51K - $9.16K
PEB
Pebblebrook Hotel Trust

Real Estate
Q3 2019 Filed on Oct 31, 2019
850
$26.01 - $29.3 $22.1K - $24.9K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q3 2019 Filed on Oct 31, 2019
269
$88.14 - $94.1 $23.7K - $25.3K
TSCO
Tractor Supply CO

Consumer Cyclical
Q3 2019 Filed on Oct 31, 2019
40
$88.96 - $112.97 $3.56K - $4.52K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 31, 2019
225
$48.94 - $56.9 $11K - $12.8K
PCAR
Paccar Inc

Industrials
Q3 2019 Filed on Oct 31, 2019
23
$62.53 - $72.57 $1.44K - $1.67K
EIX
Edison International

Utilities
Q3 2019 Filed on Oct 31, 2019
599
$67.06 - $76.36 $40.2K - $45.7K
CVET
Covetrus, Inc.

Healthcare
Q3 2019 Filed on Oct 31, 2019
300
$11.76 - $25.57 $3.53K - $7.67K
ECL
Ecolab Inc.

Basic Materials
Q3 2019 Filed on Oct 31, 2019
80
$192.11 - $208.57 $15.4K - $16.7K
CASY
Caseys General Stores Inc

Consumer Cyclical
Q3 2019 Filed on Oct 31, 2019
75
$155.75 - $171.98 $11.7K - $12.9K
Tcf Finl Corp
Q3 2019 Filed on Oct 31, 2019
1,932
N/A
CGNX
Cognex Corp

Technology
Q3 2019 Filed on Oct 31, 2019
396
$41.94 - $50.47 $16.6K - $20K
IGT
International Game Technology PLC

Consumer Cyclical
Q3 2019 Filed on Oct 31, 2019
1,665
$11.37 - $14.79 $18.9K - $24.6K
Cousins Pptys Inc
Q3 2019 Filed on Oct 31, 2019
2,121
N/A
CTAS
Cintas Corp

Industrials
Q3 2019 Filed on Oct 31, 2019
14
$238.0 - $268.1 $3.33K - $3.75K
BFOR
Alps ETF Tr Barrons 400 ETF
Q2 2019 Filed on Jul 30, 2019
220
N/A
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q2 2019 Filed on Jul 30, 2019
202
N/A
NSP
Insperity, Inc.

Industrials
Q2 2019 Filed on Jul 30, 2019
900
$111.82 - $129.62 $101K - $117K
Tableau Software Inc
Q2 2019 Filed on Jul 30, 2019
10
N/A
NYMT
New York Mortgage Trust Inc

Real Estate
Q2 2019 Filed on Jul 30, 2019
2,400
$6.03 - $6.43 $14.5K - $15.4K
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