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| Name: |
Balanced Rock Investment Advisor |
| City: |
ROSLINDALE |
| State: |
MA |
| Zip: |
02131 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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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 |
|
SPG |
Simon Property Group Inc |
89 |
Closed |
$148.44 |
$0 |
0 |
0% |
-675,000 |
-4,734 |
0 |
REIT - Retail |
|
|
WOPEY |
Woodside Petroleum Ltd. |
95 |
Closed |
$18.05 |
$0 |
0 |
0% |
-205,000 |
-9,701 |
0 |
Independent Oil & Gas |
|
|
IAU |
iShares COMEX Gold Trust |
94 |
Closed |
$44.24 |
$0 |
0 |
0% |
-527,000 |
-13,491 |
0 |
Closed - End Fund - E... |
|
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BK |
Bank of New York Mellon Corp |
100 |
Closed |
$58.42 |
$0 |
0 |
0% |
-365,000 |
-7,020 |
0 |
Domestic Money Center... |
|
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T |
AT&T Corp |
93 |
Closed |
$17.62 |
$0 |
0 |
0% |
-375,000 |
-22,355 |
0 |
Long Distance Carriers |
|
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PDBC |
Invesco Actively Managd ETF |
99 |
Closed |
$14.13 |
$0 |
0 |
0% |
-214,000 |
-16,098 |
0 |
N/A |
|
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SIVR |
Aberdeen Standard Physical ... |
92 |
Closed |
$29.73 |
$0 |
0 |
0% |
-477,000 |
-20,940 |
0 |
Closed - End Fund - Debt |
|
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USHY |
Ishares Broad Usd High Yiel... |
98 |
Closed |
$0.00 |
$0 |
0 |
0% |
-242,000 |
-6,670 |
0 |
N/A |
|
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BIIB |
Biogen Idec Inc |
91 |
Closed |
$220.07 |
$0 |
0 |
0% |
-426,000 |
-1,648 |
0 |
Biotechnology |
|
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VZ |
Verizon Communications Inc |
97 |
Closed |
$40.33 |
$0 |
0 |
0% |
-387,000 |
-10,275 |
0 |
Telecom Services - Do... |
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JKF |
iShares Morningstar Large V... |
90 |
Closed |
$75.15 |
$0 |
0 |
0% |
-392,000 |
-5,555 |
0 |
Closed - End Fund - E... |
|
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VOD |
Vodafone Group Public Limit... |
96 |
Closed |
$9.47 |
$0 |
0 |
0% |
-328,000 |
-37,750 |
0 |
Wireless Communications |
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