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| Name: |
CB&T WEALTH MANAGEMENT |
| City: |
COLORADO SPRINGS |
| State: |
CO |
| Zip: |
80903 |
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| Achive
data |
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| Holdings
Found :
9 |
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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 |
|
SYY |
SYSCO Corp |
104 |
Closed |
$77.07 |
$0 |
0 |
0% |
-440,000 |
-6,020 |
0 |
Food Wholesale |
|
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ADBE |
Adobe Systems Inc |
103 |
Closed |
$477.56 |
$0 |
0 |
0% |
-329,000 |
-551 |
0 |
Application Software |
|
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VOE |
Vanguard Mid-Cap Value ETF |
102 |
Closed |
$150.08 |
$0 |
0 |
0% |
-1,811,000 |
-12,487 |
0 |
Closed - End Fund - E... |
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XLV |
SPDR Select Sector Health |
101 |
Closed |
$139.96 |
$0 |
0 |
0% |
-744,000 |
-5,458 |
0 |
Closed - End Fund - E... |
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VBK |
Vanguard Small Cap Gr VIPERS |
107 |
Closed |
$245.30 |
$0 |
0 |
0% |
-990,000 |
-4,096 |
0 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
99 |
Closed |
$510.77 |
$0 |
0 |
0% |
-1,064,000 |
-2,228 |
0 |
Closed - End Fund - E... |
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TSLA |
Tesla Motors Inc |
106 |
Closed |
$168.29 |
$0 |
0 |
0% |
-579,000 |
-2,330 |
0 |
Auto Manufacturers |
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XLI |
SPDR Industrial Sector |
98 |
Closed |
$122.66 |
$0 |
0 |
0% |
-898,000 |
-7,875 |
0.591 |
Closed - End Fund - E... |
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ELR |
streetTRACKS Series Trust -... |
105 |
Closed |
$59.79 |
$0 |
0 |
0% |
-7,771,000 |
-139,024 |
0 |
Closed - End Fund - E... |
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