Wetherby Asset Management Inc Closed Holding Positions

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Thomson Reuters Corp
Q4 2018 Filed on Jan 30, 2019
6,304
N/A
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q4 2018 Filed on Jan 30, 2019
3,284
N/A
Ca Inc
Q4 2018 Filed on Jan 30, 2019
6,230
N/A
Dell Technologies Inc
Q4 2018 Filed on Jan 30, 2019
2,723
N/A
CEV
Eaton Vance California Municipal Income Trust

Financial Services
Q4 2018 Filed on Jan 30, 2019
11,541
$10.81 - $11.2 $125K - $129K
ITCB
Corpbanca

Financial Services
Q4 2018 Filed on Jan 30, 2019
11,315
$12.96 - $15.75 $147K - $178K
Rockwell Collins Inc
Q4 2018 Filed on Jan 30, 2019
6,414
N/A
AAL
American Airlines Group Inc.

Industrials
Q3 2018 Filed on Nov 07, 2018
6,030
$35.96 - $43.6 $217K - $263K
Altaba Inc
Q3 2018 Filed on Nov 07, 2018
4,284
N/A
Mobile Telesystems Pjsc
Q3 2018 Filed on Nov 07, 2018
17,996
N/A
Kapstone Paper & Packaging C
Q3 2018 Filed on Nov 07, 2018
15,180
N/A
CARS
Cars.Com Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 07, 2018
16,086
$25.45 - $32.47 $409K - $522K
Ep Energy Corp
Q3 2018 Filed on Nov 07, 2018
12,051
N/A
Xl Group LTD
Q3 2018 Filed on Nov 07, 2018
5,037
N/A
IPGP
Ipg Photonics Corp

Technology
Q3 2018 Filed on Nov 07, 2018
928
$155.46 - $242.53 $144K - $225K
AVA
Avista Corp

Utilities
Q3 2018 Filed on Nov 07, 2018
3,996
$50.14 - $52.91 $200K - $211K
Andeavor
Q3 2018 Filed on Nov 07, 2018
1,917
N/A
Western Gas Equity Partners
Q3 2018 Filed on Nov 07, 2018
6,000
N/A
NWL
Newell Brands Inc.

Consumer Defensive
Q3 2018 Filed on Nov 07, 2018
11,486
$20.3 - $27.84 $233K - $320K
RHI
Robert Half International Inc.

Industrials
Q3 2018 Filed on Nov 07, 2018
3,491
$65.22 - $79.64 $228K - $278K
Mylan N V
Q2 2018 Filed on Jul 24, 2018
5,720
N/A
BEN
Franklin Resources Inc

Financial Services
Q2 2018 Filed on Jul 24, 2018
8,108
$31.8 - $34.5 $258K - $280K
Statoil Asa
Q2 2018 Filed on Jul 24, 2018
23,293
N/A
Monsanto CO New
Q2 2018 Filed on Jul 24, 2018
7,354
N/A
Time Warner Inc
Q2 2018 Filed on Jul 24, 2018
12,555
N/A
Dr Pepper Snapple Group Inc
Q2 2018 Filed on Jul 24, 2018
5,726
N/A
Siliconware Precision Inds L
Q2 2018 Filed on Jul 24, 2018
113,932
N/A
Sibanye Stillwater
Q2 2018 Filed on Jul 24, 2018
11,694
N/A
Advanced Semiconductor Engr
Q2 2018 Filed on Jul 24, 2018
115,841
N/A
KYOCY
Kyocera Corp Adr(Rp 1 Shs)

Technology
Q2 2018 Filed on Jul 24, 2018
9,638
N/A
UHS
Universal Health Services Inc

Healthcare
Q2 2018 Filed on Jul 24, 2018
1,797
$111.44 - $122.04 $200K - $219K
Ntt Docomo Inc
Q2 2018 Filed on Jul 24, 2018
23,449
N/A
Deutsche Mun Income
Q2 2018 Filed on Jul 24, 2018
13,831
N/A
Tortoise Energy Infra Corp
Q2 2018 Filed on Jul 24, 2018
13,955
N/A
BOX
Box Inc

Technology
Q2 2018 Filed on Jul 24, 2018
28,802
$20.06 - $29.01 $578K - $836K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2018 Filed on Jul 24, 2018
1,151
$148.67 - $183.93 $171K - $212K
Cpfl Energia S A
Q1 2018 Filed on May 04, 2018
10,586
N/A
American Intl Group Inc
Q1 2018 Filed on May 04, 2018
44
N/A
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2018 Filed on May 04, 2018
218
$81.75 - $90.37 $17.8K - $19.7K
BFA
Brown Forman Corp Cl A
Q1 2018 Filed on May 04, 2018
80
N/A
IEV
Ishares Tr Europe ETF

ETFs
Q1 2018 Filed on May 04, 2018
50
$45.53 - $50.71 $2.28K - $2.54K
ITA
Ishares Tr

ETFs
Q1 2018 Filed on May 04, 2018
500
$94.18 - $102.65 $47.1K - $51.3K
Broadcom LTD
Q1 2018 Filed on May 04, 2018
6,399
N/A
PRGO
Perrigo CO PLC

Healthcare
Q1 2018 Filed on May 04, 2018
2,487
$79.57 - $95.15 $198K - $237K
Obalon Therapeutics Inc
Q1 2018 Filed on May 04, 2018
23,238
N/A
AGZ
Ishares Agency Bond ETF

ETFs
Q1 2018 Filed on May 04, 2018
1,013
N/A
IYF
Ishares Tr

ETFs
Q1 2018 Filed on May 04, 2018
30
N/A
EMB
Ishares Tr

ETFs
Q1 2018 Filed on May 04, 2018
458
$111.09 - $116.72 $50.9K - $53.5K
IGE
Ishares Tr North Amern Nat Res

ETFs
Q1 2018 Filed on May 04, 2018
3,920
N/A
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