Rda Financial Network Closed Holding Positions

Rda Financial Network

  • $338 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
United Technologies Corp
Q1 2020 Filed on Apr 06, 2020
2,086
N/A
RACE
Ferrari N.V.

Consumer Cyclical
Q1 2020 Filed on Apr 06, 2020
2,398
$129.32 - $179.21 $310K - $430K
Bellicum Pharmaceuticals Inc
Q1 2020 Filed on Apr 06, 2020
13,000
N/A
Tortoise Energy Infra Corp
Q1 2020 Filed on Apr 06, 2020
19,402
N/A
CP
Canadian Pacific Railway LTD

Industrials
Q1 2020 Filed on Apr 06, 2020
1,000
$36.27 - $54.71 $36.3K - $54.7K
HTLD
Heartland Express Inc

Industrials
Q1 2020 Filed on Apr 06, 2020
14,000
$15.78 - $21.13 $221K - $296K
FTHI
First Trust Exchange Traded Fd

ETFs
Q1 2020 Filed on Apr 06, 2020
16,929
$15.45 - $23.09 $262K - $391K
ITW
Illinois Tool Works Inc

Industrials
Q1 2020 Filed on Apr 06, 2020
1,150
$118.09 - $190.0 $136K - $219K
OHI
Omega Healthcare Investors Inc

Real Estate
Q1 2020 Filed on Apr 06, 2020
5,371
$14.87 - $44.95 $79.9K - $241K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2020 Filed on Apr 06, 2020
4,598
$35.74 - $66.24 $164K - $305K
General Electric CO
Q1 2020 Filed on Apr 06, 2020
16,632
N/A
PSCC
Invesco S&P Smallcap Consumer

ETFs
Q1 2020 Filed on Apr 06, 2020
4,455
$55.52 - $79.56 $247K - $354K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2020 Filed on Apr 06, 2020
11,629
$25.85 - $40.79 $301K - $474K
VPU
Vanguard Utilities ETF

ETFs
Q1 2020 Filed on Apr 06, 2020
4,234
$98.62 - $156.1 $418K - $661K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q1 2020 Filed on Apr 06, 2020
1,326
$33.74 - $49.41 $44.7K - $65.5K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q1 2020 Filed on Apr 06, 2020
2,965
$68.26 - $108.76 $202K - $322K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2020 Filed on Apr 06, 2020
5,338
$39.27 - $49.27 $210K - $263K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q1 2020 Filed on Apr 06, 2020
1,621
$88.57 - $138.15 $144K - $224K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2020 Filed on Apr 06, 2020
12,663
$18.96 - $33.37 $240K - $423K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 06, 2020
35,425
$11.14 - $19.3 $395K - $684K
AIG
American International Group, Inc.

Financial Services
Q4 2019 Filed on Jan 30, 2020
3,894
$50.41 - $55.91 $196K - $218K
World Gold Tr
Q4 2019 Filed on Jan 30, 2020
14,980
N/A
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2019 Filed on Jan 30, 2020
11,503
$30.95 - $33.72 $356K - $388K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q4 2019 Filed on Jan 30, 2020
3,042
$90.42 - $91.79 $275K - $279K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
2,212
$98.65 - $102.14 $218K - $226K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q4 2019 Filed on Jan 30, 2020
8,948
$25.35 - $25.83 $227K - $231K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
Q4 2019 Filed on Jan 30, 2020
4,351
$71.12 - $82.48 $309K - $359K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2019 Filed on Jan 30, 2020
3,938
$53.04 - $53.35 $209K - $210K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q4 2019 Filed on Jan 30, 2020
7,000
$30.67 - $30.78 $215K - $215K
Blackstone Group L P
Q3 2019 Filed on Nov 20, 2019
23,844
N/A
Amerigas Partners L P
Q3 2019 Filed on Nov 20, 2019
10,680
N/A
PHK
Pimco High Income Fund

Financial Services
Q3 2019 Filed on Nov 20, 2019
10,096
$7.63 - $8.11 $77K - $81.9K
BNDX
Vanguard Total International B

ETFs
Q3 2019 Filed on Nov 20, 2019
6,855
$58.16 - $58.93 $399K - $404K
UNP
Union Pacific Corp

Industrials
Q3 2019 Filed on Nov 20, 2019
1,319
$157.47 - $179.95 $208K - $237K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
Q3 2019 Filed on Nov 20, 2019
12,613
$105.53 - $105.76 $1.33M - $1.33M
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
Q2 2019 Filed on Jul 09, 2019
3,875
N/A
Anthem Inc
Q2 2019 Filed on Jul 09, 2019
7,504
N/A
BP
Bp PLC

Energy
Q2 2019 Filed on Jul 09, 2019
5,626
$40.44 - $45.23 $228K - $254K
Penney J C Corp Inc
Q2 2019 Filed on Jul 09, 2019
10,100
N/A
RWX
Spdr Dow Jones International R

ETFs
Q2 2019 Filed on Jul 09, 2019
6,982
N/A
Spdr Series Trust
Q2 2019 Filed on Jul 09, 2019
23,085
N/A
HEZU
Ishares Currency Hedged Msci E

ETFs
Q2 2019 Filed on Jul 09, 2019
7,100
$29.11 - $30.92 $207K - $220K
Altaba Inc
Q2 2019 Filed on Jul 09, 2019
2,930
N/A
First Tr Exchange Traded Fd
Q2 2019 Filed on Jul 09, 2019
2,814
N/A
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