Wespac Advisors So Cal, LLC Closed Holding Positions

Wespac Advisors So Cal, LLC

  • $426 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SSYS
Stratasys Ltd.

Technology
Q4 2017 Filed on Feb 13, 2018
742
$19.96 - $24.53 $14.8K - $18.2K
TEL
Te Connectivity Ltd.

Technology
Q4 2017 Filed on Feb 13, 2018
129
$83.79 - $96.23 $10.8K - $12.4K
TDC
Teradata Corp

Technology
Q4 2017 Filed on Feb 13, 2018
156
$32.11 - $39.2 $5.01K - $6.12K
Etfs Physical Silver
Q4 2017 Filed on Feb 13, 2018
957
N/A
MS
Morgan Stanley

Financial Services
Q4 2017 Filed on Feb 13, 2018
420
$48.1 - $53.85 $20.2K - $22.6K
KR
Kroger CO

Consumer Defensive
Q4 2017 Filed on Feb 13, 2018
83,346
$19.96 - $28.25 $1.66M - $2.35M
TEI
Templeton Emerging Markets Income Fund

Financial Services
Q4 2017 Filed on Feb 13, 2018
1,500
$11.17 - $11.68 $16.8K - $17.5K
EWW
Ishares Inc Msci Mexico ETF

ETFs
Q4 2017 Filed on Feb 13, 2018
5,045
$47.87 - $54.84 $242K - $277K
ICF
Ishares Tr

ETFs
Q4 2017 Filed on Feb 13, 2018
2,365
$49.45 - $52.01 $117K - $123K
HSIC
Henry Schein Inc

Healthcare
Q4 2017 Filed on Feb 13, 2018
6,630
$52.16 - $66.3 $346K - $440K
PCG
Pg&E Corp

Utilities
Q4 2017 Filed on Feb 13, 2018
200
$44.45 - $69.2 $8.89K - $13.8K
PBT
Permian Basin Royalty Trust

Energy
Q4 2017 Filed on Feb 13, 2018
1,200
$8.65 - $9.8 $10.4K - $11.8K
Royal Dutch Shell PLC Adr B
Q4 2017 Filed on Feb 13, 2018
200
N/A
FL
Foot Locker, Inc.

Consumer Cyclical
Q4 2017 Filed on Feb 13, 2018
6,125
$29.24 - $48.55 $179K - $297K
Guggenheim S&P 500 A Eq Wt Utilities ETF
Q4 2017 Filed on Feb 13, 2018
2,980
N/A
DFS
Discover Financial Services

Financial Services
Q4 2017 Filed on Feb 13, 2018
210
$63.81 - $77.5 $13.4K - $16.3K
PPL
Ppl Corp

Utilities
Q4 2017 Filed on Feb 13, 2018
500
$30.76 - $38.37 $15.4K - $19.2K
FXG
First Tr Exchange Traded First

ETFs
Q4 2017 Filed on Feb 13, 2018
4,915
$44.34 - $49.36 $218K - $243K
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
Q4 2017 Filed on Feb 13, 2018
2,120
N/A
Rite Aid Corp
Q4 2017 Filed on Feb 13, 2018
200
N/A
Oneok Partners LP
Q3 2017 Filed on Nov 03, 2017
100
N/A
Pro Shares Ultra Vix S/T Futures
Q3 2017 Filed on Nov 03, 2017
16
N/A
Sphere 3 D Corp
Q3 2017 Filed on Nov 03, 2017
250
N/A
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q3 2017 Filed on Nov 03, 2017
140
$15.41 - $32.17 $2.16K - $4.5K
HOLX
Hologic Inc

Healthcare
Q3 2017 Filed on Nov 03, 2017
530
$36.65 - $44.21 $19.4K - $23.4K
GSK
Gsk PLC

Healthcare
Q3 2017 Filed on Nov 03, 2017
250
$39.44 - $41.55 $9.86K - $10.4K
Frontier Communication Corp
Q3 2017 Filed on Nov 03, 2017
90
N/A
Williams Partners LP
Q3 2017 Filed on Nov 03, 2017
200
N/A
Dynegy Inc Warrants
Q3 2017 Filed on Nov 03, 2017
10
N/A
AVT
Avnet Inc

Technology
Q3 2017 Filed on Nov 03, 2017
15,000
$35.93 - $39.62 $539K - $594K
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