| |
|
|
| Name: |
Phillips Wealth Planners LLC |
| City: |
STARKVILLE |
| State: |
MS |
| Zip: |
39759 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
12 |
|
View All Holdings |
Currently
Viewing:
Closed Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ACWI |
iShares MSCI ACWI Index |
177 |
Closed |
$111.98 |
$0 |
0 |
0% |
-384,000 |
-3,811 |
0 |
Closed - End Fund - E... |
|
|
MDC |
MDC Holdings Inc |
183 |
Closed |
$62.98 |
$0 |
0 |
0% |
-299,000 |
-4,753 |
0 |
Residential Construct... |
|
|
DNB |
Dun & Bradstreet Corp |
176 |
Closed |
$9.50 |
$0 |
0 |
0% |
-155,000 |
-13,611 |
0 |
Business Services |
|
|
OZK |
Bank OZK |
182 |
Closed |
$38.31 |
$0 |
0 |
0% |
-201,000 |
-4,390 |
0 |
Domestic Regional Banks |
|
|
RELX |
RELX Plc (ADR) |
175 |
Closed |
$44.86 |
$0 |
0 |
0% |
-206,000 |
-4,960 |
0 |
Publishing |
|
|
KO |
Coca-Cola Co |
181 |
Closed |
$63.91 |
$0 |
0 |
0% |
-273,000 |
-4,543 |
0 |
Beverage Soft Drinks... |
|
|
BCE |
BCE Inc (USA) |
180 |
Closed |
$34.23 |
$0 |
0 |
0% |
-269,000 |
-6,491 |
0 |
Telecom Services - Do... |
|
|
SJM |
JM Smucker Company |
186 |
Closed |
$114.98 |
$0 |
0 |
0% |
-280,000 |
-2,166 |
0 |
Processed & Packaged ... |
|
|
DOX |
Amdocs Limited |
179 |
Closed |
$76.49 |
$0 |
0 |
0% |
-203,000 |
-2,233 |
0 |
Business Software & S... |
|
|
DIA |
Diamonds Trust |
185 |
Closed |
$388.49 |
$0 |
0 |
0% |
-293,000 |
-783 |
0 |
Closed - End Fund - E... |
|
|
GOLF |
Acushnet Holdings Corp. |
178 |
Closed |
$65.38 |
$0 |
0 |
0% |
-204,000 |
-3,219 |
0 |
N/A |
|
|
VT |
Vanguard Total World Stock ... |
184 |
Closed |
$112.01 |
$0 |
0 |
0% |
-741,000 |
-7,300 |
0 |
Closed - End Fund - E... |
|
