Proficio Capital Partners LLC Closed Holding Positions

Proficio Capital Partners LLC

  • $969 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Andeavor Logistics LP Com Unit LP Int
Q2 2018 Filed on Aug 10, 2018
971
N/A
Great Plains Energy Inc Com
Q2 2018 Filed on Aug 10, 2018
2,743
N/A
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q2 2018 Filed on Aug 10, 2018
1,820
N/A
Powershares Aerospace & Defense Portfolio
Q2 2018 Filed on Aug 10, 2018
7
N/A
Westar Energy Inc Com
Q2 2018 Filed on Aug 10, 2018
126
N/A
SBGI
Sinclair Broadcast Group Inc

Communication Services
Q2 2018 Filed on Aug 10, 2018
1,110
$27.05 - $33.5 $30K - $37.2K
Eaton Vance Fltg Rate Incom Fd Com Shs Ben Int
Q2 2018 Filed on Aug 10, 2018
14,940
N/A
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2018 Filed on Aug 10, 2018
3,015
N/A
Spectra Energy Partners LP Com
Q2 2018 Filed on Aug 10, 2018
1,178
N/A
Time Warner Inc Com New
Q2 2018 Filed on Aug 10, 2018
8,726
N/A
FHI
Federated Hermes, Inc.

Financial Services
Q2 2018 Filed on Aug 10, 2018
178
$22.96 - $33.33 $4.09K - $5.93K
Powershares Variable Rate Preferred Portfolio
Q2 2018 Filed on Aug 10, 2018
2,000
N/A
Ntt Docomo Inc Sponsored Ads
Q2 2018 Filed on Aug 10, 2018
1,992
N/A
Statoil Asa Sponsored Adr
Q2 2018 Filed on Aug 10, 2018
4,345
N/A
TTM
Tata Motors LTD

Consumer Cyclical
Q2 2018 Filed on Aug 10, 2018
1,345
$19.25 - $27.62 $25.9K - $37.1K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2018 Filed on Aug 10, 2018
3,920
$62.31 - $66.88 $244K - $262K
Dominion Energy Midstrm Prtnrs Com Ut Rep LTD
Q2 2018 Filed on Aug 10, 2018
1,686
N/A
Ishares Ibonds Dec 2018 Term Corporate ETF
Q2 2018 Filed on Aug 10, 2018
3,043
N/A
Orbital Atk Inc Com
Q2 2018 Filed on Aug 10, 2018
261
N/A
KYOCY
Kyocera Corp Adr(Rp 1 Shs)

Technology
Q2 2018 Filed on Aug 10, 2018
534
N/A
Aberdeen Emerging Mkts Smaller Com
Q2 2018 Filed on Aug 10, 2018
59,717
N/A
Aberdeen Singapore Fd Inc Com
Q2 2018 Filed on Aug 10, 2018
4,770
N/A
Powershares Db Base Metals Fund
Q2 2018 Filed on Aug 10, 2018
103,030
N/A
Bemis Inc Com
Q2 2018 Filed on Aug 10, 2018
96
N/A
ACWI
Ishares Msci Acwi ETF

ETFs
Q2 2018 Filed on Aug 10, 2018
18,160
$70.26 - $74.19 $1.28M - $1.35M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
Q2 2018 Filed on Aug 10, 2018
690
$14.37 - $14.93 $9.92K - $10.3K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
Q2 2018 Filed on Aug 10, 2018
620
$23.3 - $23.97 $14.4K - $14.9K
Scorpio Tankers Inc Shs
Q2 2018 Filed on Aug 10, 2018
20,000
N/A
Powershares Bulletshares 2021 Corporate Bond Portfolio
Q2 2018 Filed on Aug 10, 2018
39,000
N/A
OUT
Outfront Media Inc.

Real Estate
Q2 2018 Filed on Aug 10, 2018
818
$18.0 - $20.03 $14.7K - $16.4K
Akorn Inc Com
Q2 2018 Filed on Aug 10, 2018
35
N/A
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q2 2018 Filed on Aug 10, 2018
688,900
$116.21 - $122.24 $80.1M - $84.2M
Calatlantic Group Inc Com
Q1 2018 Filed on May 14, 2018
7
N/A
PMO
Putnam Municipal Opportunities Trust

Financial Services
Q1 2018 Filed on May 14, 2018
450
$11.51 - $12.53 $5.18K - $5.64K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
Q1 2018 Filed on May 14, 2018
3,137
$12.43 - $13.55 $39K - $42.5K
Liberty Interactive Corp Qvc Gp Com Ser A
Q1 2018 Filed on May 14, 2018
764
N/A
Regal Entmt Group Cl A
Q1 2018 Filed on May 14, 2018
573
N/A
Bioverativ Inc Com
Q1 2018 Filed on May 14, 2018
158
N/A
Duff & Phelps Util Corp Bd Tr Com
Q1 2018 Filed on May 14, 2018
113,704
N/A
MCY
Mercury General Corp

Financial Services
Q1 2018 Filed on May 14, 2018
10
$42.31 - $53.69 $423 - $537
Sensata Technologies Hldg Nv Shs
Q1 2018 Filed on May 14, 2018
442
N/A
Potash Corp Sask Inc Com
Q1 2018 Filed on May 14, 2018
511
N/A
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
Q1 2018 Filed on May 14, 2018
38,123
$16.53 - $18.14 $630K - $692K
Agrium Inc Com
Q1 2018 Filed on May 14, 2018
217
N/A
Morgan Stanley Trusts Income Secs Inc
Q1 2018 Filed on May 14, 2018
1,445
N/A
Nuveen Build Amer Bd Opptny Fd Com
Q1 2018 Filed on May 14, 2018
447
N/A
Priceline Grp Inc Com New
Q1 2018 Filed on May 14, 2018
74
N/A
VFL
Delaware Investments National Municipal Income Fund

Financial Services
Q1 2018 Filed on May 14, 2018
5,346
$12.56 - $13.51 $67.1K - $72.2K
Worldpay Inc Cl A
Q1 2018 Filed on May 14, 2018
734
N/A
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