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
CNDT
Conduent Inc

Technology
Q2 2018 Filed on Jul 13, 2018
40
$17.56 - $20.85 $702 - $834
NFG
National Fuel Gas CO

Energy
Q2 2018 Filed on Jul 13, 2018
100
$50.21 - $53.43 $5.02K - $5.34K
Viacom Inc Class B
Q2 2018 Filed on Jul 13, 2018
200
N/A
Navigant Consulting Inc
Q2 2018 Filed on Jul 13, 2018
200
N/A
Pacific Coast Oil Trust
Q2 2018 Filed on Jul 13, 2018
1,000
N/A
ERIC
Ericsson Lm Telephone CO

Technology
Q2 2018 Filed on Jul 13, 2018
40
$6.16 - $7.94 $246 - $318
RMCF
Rocky Mountain Chocolate Factory, Inc.

Consumer Defensive
Q2 2018 Filed on Jul 13, 2018
210
$10.82 - $12.25 $2.27K - $2.57K
Power Shares Dynamic Pharmaceuticals
Q2 2018 Filed on Jul 13, 2018
20
N/A
Power Shares Qqq Trust
Q2 2018 Filed on Jul 13, 2018
2,005
N/A
WHR
Whirlpool Corp

Consumer Cyclical
Q2 2018 Filed on Jul 13, 2018
1,000
$143.89 - $164.95 $144K - $165K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
Q2 2018 Filed on Jul 13, 2018
1,500
$9.27 - $17.14 $13.9K - $25.7K
Cit Group Inc
Q2 2018 Filed on Jul 13, 2018
35
N/A
Power Shares S&P 500 A High Div Low Vol Etf
Q2 2018 Filed on Jul 13, 2018
800
N/A
DDD
3 D Systems Corp

Technology
Q1 2018 Filed on Apr 16, 2018
1,015
$9.06 - $12.86 $9.2K - $13.1K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2018 Filed on Apr 16, 2018
749
N/A
VPU
Vanguard Utilities ETF

ETFs
Q1 2018 Filed on Apr 16, 2018
320
N/A
Cbs Corp B
Q1 2018 Filed on Apr 16, 2018
108
N/A
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q1 2018 Filed on Apr 16, 2018
24,325
$19.76 - $25.33 $481K - $616K
JCI
Johnson Controls International PLC

Industrials
Q1 2018 Filed on Apr 16, 2018
200
$34.29 - $41.43 $6.86K - $8.29K
Twenty First Century Fox Inc A
Q1 2018 Filed on Apr 16, 2018
4
N/A
NGG
National Grid PLC

Utilities
Q1 2018 Filed on Apr 16, 2018
2,722
$51.59 - $59.0 $140K - $161K
SSO
Proshares Ultra S&P 500

ETFs
Q1 2018 Filed on Apr 16, 2018
300
N/A
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q1 2018 Filed on Apr 16, 2018
600
$26.36 - $35.76 $15.8K - $21.5K
GLP
Global Partners LP

Energy
Q1 2018 Filed on Apr 16, 2018
400
$15.35 - $18.25 $6.14K - $7.3K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2018 Filed on Apr 16, 2018
184,755
$18.38 - $23.24 $3.4M - $4.29M
SXC
Sun Coke Energy, Inc.

Basic Materials
Q1 2018 Filed on Apr 16, 2018
110
$9.43 - $13.35 $1.04K - $1.47K
NTES
Net Ease, Inc.

Communication Services
Q1 2018 Filed on Apr 16, 2018
175
$54.91 - $69.67 $9.61K - $12.2K
FTS
Fortis Inc.

Utilities
Q1 2018 Filed on Apr 16, 2018
6,266
$31.83 - $36.39 $199K - $228K
Neothetics Inc
Q1 2018 Filed on Apr 16, 2018
3,000
N/A
VECO
Veeco Instruments Inc

Technology
Q1 2018 Filed on Apr 16, 2018
250
$14.15 - $20.25 $3.54K - $5.06K
Sprott Gold Miners
Q4 2017 Filed on Feb 13, 2018
311
N/A
PCG
Pg&E Corp

Utilities
Q4 2017 Filed on Feb 13, 2018
200
$44.45 - $69.2 $8.89K - $13.8K
Brocade Communications Systems Inc
Q4 2017 Filed on Feb 13, 2018
110
N/A
RWO
Spdr Dow Jones Global Real Est

ETFs
Q4 2017 Filed on Feb 13, 2018
28
N/A
PBT
Permian Basin Royalty Trust

Energy
Q4 2017 Filed on Feb 13, 2018
1,200
$8.65 - $9.8 $10.4K - $11.8K
Guggenheim S&P 500 A Eq Wt Utilities ETF
Q4 2017 Filed on Feb 13, 2018
2,980
N/A
ACN
Accenture PLC

Technology
Q4 2017 Filed on Feb 13, 2018
15
$134.25 - $154.2 $2.01K - $2.31K
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
HSIC
Henry Schein Inc

Healthcare
Q4 2017 Filed on Feb 13, 2018
6,630
$52.16 - $66.3 $346K - $440K
Power Shares S&P 500
Q4 2017 Filed on Feb 13, 2018
24
N/A
Allergan PLC
Q4 2017 Filed on Feb 13, 2018
2,470
N/A
Royal Dutch Shell PLC Adr B
Q4 2017 Filed on Feb 13, 2018
200
N/A
Rite Aid Corp
Q4 2017 Filed on Feb 13, 2018
200
N/A
PPL
Ppl Corp

Utilities
Q4 2017 Filed on Feb 13, 2018
500
$30.76 - $38.37 $15.4K - $19.2K
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
FL
Foot Locker, Inc.

Consumer Cyclical
Q4 2017 Filed on Feb 13, 2018
6,125
$29.24 - $48.55 $179K - $297K
EWW
Ishares Inc Msci Mexico ETF

ETFs
Q4 2017 Filed on Feb 13, 2018
5,045
$47.87 - $54.84 $242K - $277K
INT
World Fuel Services Corp

Energy
Q4 2017 Filed on Feb 13, 2018
2,400
$26.45 - $36.55 $63.5K - $87.7K
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