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| Name: |
Roberts Wealth Advisors LLC |
| City: |
PALO ALTO |
| State: |
CA |
| Zip: |
94301 |
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data |
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Filing Period: |
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| Holdings
Found :
4 |
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Viewing:
Closed Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VPU |
Vanguard Utilities VIPERS |
98 |
Closed |
$154.84 |
$0 |
0 |
0% |
-1,638,000 |
-12,662 |
0 |
Closed - End Fund - E... |
|
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ROP |
Roper Industries Inc |
97 |
Closed |
$544.66 |
$0 |
0 |
0% |
-1,080,000 |
-2,151 |
0 |
Diversified Machinery |
|
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CHTR |
Charter Communications Inc |
96 |
Closed |
$271.46 |
$0 |
0 |
0% |
-250,000 |
-550 |
0 |
CATV Systems |
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ILMN |
Illumina Inc |
95 |
Closed |
$106.48 |
$0 |
0 |
0% |
-1,691,000 |
-12,868 |
0 |
Scientific & Technica... |
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