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Name: |
BEACON FINANCIAL GROUP |
City: |
DALLAS |
State: |
TX |
Zip: |
75252 |
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Holdings
Found :
14 |
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Closed Positions |
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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 |
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IEF |
iShares Lehman 7-10 Year Tr... |
318 |
Closed |
$91.49 |
$0 |
0 |
0% |
-1,312,000 |
-13,187 |
0 |
Closed - End Fund - E... |
|
IBML |
Ishares Ibonds Dec 2023 Ter... |
324 |
Closed |
$0.00 |
$0 |
0 |
0% |
-337,000 |
-13,200 |
0 |
N/A |
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MMP |
Magellan Midstream Partners LP |
316 |
Closed |
$69.00 |
$0 |
0 |
0% |
-1,512,000 |
-22,767 |
0 |
Oil & Gas Equipment &... |
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BN |
BROOKFIELD Corp |
323 |
Closed |
$40.96 |
$0 |
0 |
0% |
-863,000 |
-25,301 |
0 |
N/A |
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TCEH.Y |
Tencent Holdings Ltd |
315 |
Closed |
$44.39 |
$0 |
0 |
0% |
-266,000 |
-2,106 |
0 |
N/A |
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COR |
Coresite Realty Corp |
322 |
Closed |
$169.41 |
$0 |
0 |
0% |
-2,212,000 |
-12,569 |
0 |
Real Estate Development |
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TJX |
TJX Companies Inc |
314 |
Closed |
$96.36 |
$0 |
0 |
0% |
-1,050,000 |
-6,510 |
0 |
Discount, Variety Stores |
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DWDP |
Dowdupont Inc. |
321 |
Closed |
$30.52 |
$0 |
0 |
0% |
-1,888,000 |
-24,558 |
0 |
N/A |
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IHDG |
Widsom Tree International H... |
313 |
Closed |
$44.91 |
$0 |
0 |
0% |
-1,581,000 |
-31,517 |
0 |
N/A |
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BSCN |
Invesco Bulletshares 2023 C... |
320 |
Closed |
$21.19 |
$0 |
0 |
0% |
-7,094,000 |
-334,466 |
0 |
N/A |
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EMMF |
Wisdomtree Emerging Markets... |
312 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,618,000 |
-67,661 |
0 |
N/A |
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EUSB |
Ishares Esg Advanced Total ... |
319 |
Closed |
$0.00 |
$0 |
0 |
0% |
-252,000 |
-5,994 |
0 |
N/A |
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BWX |
Spdr Brcly Cap Int Trs Bon |
325 |
Closed |
$21.49 |
$0 |
0 |
0% |
-275,000 |
-9,668 |
0 |
Closed - End Fund - E... |
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DVYE |
Ishares Emerging Markets Di... |
311 |
Closed |
$26.97 |
$0 |
0 |
0% |
-241,000 |
-5,844 |
0 |
N/A |
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