Wade G W & Inc Closed Holding Positions

Wade G W & Inc

  • $3.08 Billion
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
Blackstone Group L P
Q3 2019 Filed on Nov 12, 2019
29,877
N/A
L3 Technologies Inc
Q3 2019 Filed on Nov 12, 2019
2,912
N/A
AIVI
Kemiao Garment Holding Group

ETFs
Q3 2019 Filed on Nov 12, 2019
5,280
$38.52 - $41.72 $203K - $220K
IYG
Ishares Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
2,675
$45.33 - $46.53 $121K - $124K
ELV
Elevance Health, Inc.

Healthcare
Q2 2019 Filed on Aug 12, 2019
956
$236.25 - $293.76 $226K - $281K
NEN
New England Realty Associates Limited Partnership

Real Estate
Q2 2019 Filed on Aug 12, 2019
3,187
$58.67 - $66.0 $187K - $210K
Dowdupont Inc
Q2 2019 Filed on Aug 12, 2019
8,537
N/A
Sonoma Pharmaceuticals Inc
Q2 2019 Filed on Aug 12, 2019
11,000
N/A
BR
Broadridge Financial Solutions, Inc.

Technology
Q1 2019 Filed on May 09, 2019
5,317
$93.65 - $104.35 $498K - $555K
SNA
Snap On Inc

Industrials
Q1 2019 Filed on May 09, 2019
2,630
$145.46 - $167.76 $383K - $441K
CMS
Cms Energy Corp

Utilities
Q1 2019 Filed on May 09, 2019
7,071
$48.31 - $56.23 $342K - $398K
VRSN
Verisign Inc

Technology
Q1 2019 Filed on May 09, 2019
1,643
$142.59 - $185.38 $234K - $305K
M
Macy'S, Inc.

Consumer Cyclical
Q1 2019 Filed on May 09, 2019
6,802
$23.09 - $31.72 $157K - $216K
PID
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on May 09, 2019
50,491
$14.13 - $16.2 $713K - $818K
CASA
Casa Systems Inc

Technology
Q1 2019 Filed on May 09, 2019
17,830
$8.27 - $14.39 $147K - $257K
PFM
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on May 09, 2019
28,216
$24.27 - $27.66 $685K - $780K
Dell Technologies Inc
Q4 2018 Filed on Feb 04, 2019
3,364
N/A
OXY
Occidental Petroleum Corp

Energy
Q4 2018 Filed on Feb 04, 2019
3,279
$57.11 - $83.13 $187K - $273K
Stamps Com Inc
Q4 2018 Filed on Feb 04, 2019
890
N/A
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q4 2018 Filed on Feb 04, 2019
73,623
$65.43 - $87.61 $4.82M - $6.45M
VEU
Vanguard Ftse All World Ex Us

ETFs
Q4 2018 Filed on Feb 04, 2019
12,544
N/A
DXC
Dxc Technology CO

Technology
Q4 2018 Filed on Feb 04, 2019
3,282
$50.03 - $93.89 $164K - $308K
Aetna Inc New
Q4 2018 Filed on Feb 04, 2019
2,121
N/A
SLB
Schlumberger Limited

Energy
Q4 2018 Filed on Feb 04, 2019
3,872
$35.19 - $63.11 $136K - $244K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 04, 2019
2,382
N/A
Great Plains Energy Inc
Q3 2018 Filed on Nov 07, 2018
13,000
N/A
MMP
Magellan Midstream Partners, L.P.

Energy
Q3 2018 Filed on Nov 07, 2018
3,978
$67.47 - $71.97 $268K - $286K
Powershares Qqq Trust
Q3 2018 Filed on Nov 07, 2018
48,245
N/A
Broadcom LTD
Q3 2018 Filed on Nov 07, 2018
1,674
N/A
Powershares ETF Tr Ii
Q3 2018 Filed on Nov 07, 2018
10,078
N/A
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q3 2018 Filed on Nov 07, 2018
5,597
$161.01 - $180.57 $901K - $1.01M
Dr Pepper Snapple Group Inc
Q3 2018 Filed on Nov 07, 2018
2,000
N/A
Powershares ETF Trust
Q3 2018 Filed on Nov 07, 2018
49,222
N/A
Glu Mobile Inc
Q3 2018 Filed on Nov 07, 2018
13,000
N/A
Powershares ETF Trust
Q3 2018 Filed on Nov 07, 2018
27,780
N/A
Wyndham Worldwide Corp
Q3 2018 Filed on Nov 07, 2018
1,999
N/A
Dst Sys Inc Del
Q3 2018 Filed on Nov 07, 2018
3,365
N/A
Rydex ETF Trust
Q3 2018 Filed on Nov 07, 2018
16,927
N/A
ENPH
Enphase Energy, Inc.

Technology
Q1 2018 Filed on May 04, 2018
45,000
$1.94 - $5.08 $87.3K - $229K
Dean Foods CO New
Q1 2018 Filed on May 04, 2018
10,190
N/A
OTEX
Open Text Corp

Technology
Q4 2017 Filed on Feb 13, 2018
9,891
$32.18 - $35.67 $318K - $353K
CYTK
Cytokinetics Inc

Healthcare
Q4 2017 Filed on Feb 13, 2018
20,000
$7.25 - $15.65 $145K - $313K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q4 2017 Filed on Feb 13, 2018
10,828
$25.13 - $27.21 $272K - $295K
STWD
Starwood Property Trust, Inc.

Real Estate
Q4 2017 Filed on Feb 13, 2018
17,123
$21.32 - $21.95 $365K - $376K
Energy Transfer Partners LP
Q4 2017 Filed on Feb 13, 2018
18,722
N/A
SUN
Sunoco LP

Energy
Q4 2017 Filed on Feb 13, 2018
13,618
$28.04 - $32.38 $382K - $441K
EPR
Epr Properties

Real Estate
Q4 2017 Filed on Feb 13, 2018
6,640
$63.11 - $71.38 $419K - $474K
Cantel Medical Corp
Q4 2017 Filed on Feb 13, 2018
2,619
N/A
TRGP
Targa Resources Corp.

Energy
Q4 2017 Filed on Feb 13, 2018
8,144
$40.35 - $48.42 $329K - $394K
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