Wespac Advisors So Cal, LLC Closed Holding Positions

Wespac Advisors So Cal, LLC

  • $480 Million
  • Q4 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HSY
Hershey CO

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
100
$101.64 - $110.01 $10.2K - $11K
INGR
Ingredion Inc

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
150
$88.35 - $106.19 $13.3K - $15.9K
IP
International Paper CO

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
80,615
$35.57 - $47.63 $2.87M - $3.84M
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2018 Filed on Feb 07, 2019
6,375
$62.78 - $92.45 $400K - $589K
CDK
Cdk Global, Inc.

Technology
Q4 2018 Filed on Feb 07, 2019
41
$45.0 - $62.27 $1.85K - $2.55K
MSTR
Microstrategy Inc

Technology
Q4 2018 Filed on Feb 07, 2019
700
$116.58 - $136.47 $81.6K - $95.5K
Sphere 3 D Corp
Q4 2018 Filed on Feb 07, 2019
10
N/A
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q4 2018 Filed on Feb 07, 2019
4,241
$11.97 - $16.66 $50.8K - $70.7K
AGNC
Agnc Investment Corp.

Real Estate
Q4 2018 Filed on Feb 07, 2019
800
$17.24 - $18.64 $13.8K - $14.9K
Allianz Gi Equity Conv Inc
Q4 2018 Filed on Feb 07, 2019
1,271
N/A
EPD
Enterprise Products Partners L.P.

Energy
Q4 2018 Filed on Feb 07, 2019
725
$23.51 - $29.33 $17K - $21.3K
Harris Corp
Q4 2018 Filed on Feb 07, 2019
100
N/A
Dow Du Pont Inc
Q4 2018 Filed on Feb 07, 2019
145
N/A
SLVO
Credit Suisse Ag

ETFs
Q3 2018 Filed on Oct 22, 2018
20,000
$6.46 - $7.44 $129K - $149K
Chesapeake Energy Corp
Q3 2018 Filed on Oct 22, 2018
25,000
N/A
AAV.TO
Advantage Energy Ltd.

Energy
Q3 2018 Filed on Oct 22, 2018
50,660
N/A
CIG
Energy CO Of Minas Gerais

Utilities
Q3 2018 Filed on Oct 22, 2018
63,076
$1.6 - $2.22 $101K - $140K
VTNR
Vertex Energy Inc.

Energy
Q2 2018 Filed on Jul 13, 2018
1
$0.97 - $1.27 $0.97 - $1.27
IAT
Ishares Tr

ETFs
Q2 2018 Filed on Jul 13, 2018
1,077
N/A
Guggenheim S&P Midcap 400 Pure Grwth
Q2 2018 Filed on Jul 13, 2018
65
N/A
HRZN
Horizon Technology Finance Corp

Financial Services
Q2 2018 Filed on Jul 13, 2018
725
$9.97 - $10.59 $7.23K - $7.68K
WPP
Wpp PLC

Communication Services
Q2 2018 Filed on Jul 13, 2018
825
$77.68 - $91.42 $64.1K - $75.4K
IDCC
Inter Digital, Inc.

Communication Services
Q2 2018 Filed on Jul 13, 2018
100
$72.7 - $85.4 $7.27K - $8.54K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q2 2018 Filed on Jul 13, 2018
200
$50.46 - $54.58 $10.1K - $10.9K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2018 Filed on Jul 13, 2018
420
N/A
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
Q2 2018 Filed on Jul 13, 2018
200
$24.95 - $25.93 $4.99K - $5.19K
Ultra Petroleum Corp
Q2 2018 Filed on Jul 13, 2018
104
N/A
AIG
American International Group, Inc.

Financial Services
Q2 2018 Filed on Jul 13, 2018
200
$51.94 - $56.31 $10.4K - $11.3K
IHE
Ishares Tr

ETFs
Q2 2018 Filed on Jul 13, 2018
212
$140.48 - $156.38 $29.8K - $33.2K
Guggenheim S&P 500 Eql Weight
Q2 2018 Filed on Jul 13, 2018
3,825
N/A
Monsanto CO
Q2 2018 Filed on Jul 13, 2018
9
N/A
Broadcom LTD
Q2 2018 Filed on Jul 13, 2018
30
N/A
Five Prime Therapeutics Inc
Q2 2018 Filed on Jul 13, 2018
300
N/A
IXG
Ishares Global Fin'L ETF

ETFs
Q2 2018 Filed on Jul 13, 2018
200
N/A
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q2 2018 Filed on Jul 13, 2018
373
N/A
EOG
Eog Resources Inc

Energy
Q2 2018 Filed on Jul 13, 2018
800
$101.93 - $127.45 $81.5K - $102K
Stellar Biotechnologies Inc
Q2 2018 Filed on Jul 13, 2018
2,000
N/A
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2018 Filed on Jul 13, 2018
270
$62.31 - $66.88 $16.8K - $18.1K
Ntt Docomo Inc Spon Adrf
Q2 2018 Filed on Jul 13, 2018
7,375
N/A
Guggenheim S&P 500 Eq Wt Technology
Q2 2018 Filed on Jul 13, 2018
220
N/A
Andeavor
Q2 2018 Filed on Jul 13, 2018
1,000
N/A
FXZ
First Tr Exchange Traded Fd Fi

ETFs
Q2 2018 Filed on Jul 13, 2018
285
$41.16 - $44.53 $11.7K - $12.7K
Cbs Corp A
Q2 2018 Filed on Jul 13, 2018
122
N/A
Microsemi Corp
Q2 2018 Filed on Jul 13, 2018
11
N/A
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q2 2018 Filed on Jul 13, 2018
900
$8.89 - $9.57 $8K - $8.61K
Time Warner Inc
Q2 2018 Filed on Jul 13, 2018
199
N/A
Pro Shares Ultra Vix S/T Futures
Q2 2018 Filed on Jul 13, 2018
4
N/A
CNS
Cohen & Steers, Inc.

Financial Services
Q2 2018 Filed on Jul 13, 2018
8
$38.56 - $42.81 $308 - $342
NYMT
New York Mortgage Trust Inc

Real Estate
Q2 2018 Filed on Jul 13, 2018
694
$5.83 - $6.23 $4.05K - $4.32K
Track This Portfolio

Track Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email