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Name: |
Fort Point Capital Partners LLC |
City: |
SAN FRANCISCO |
State: |
CA |
Zip: |
94111 |
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Holdings
Found :
24 |
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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 |
|
MO |
Altria Group Inc |
293 |
Closed |
$44.90 |
$0 |
0 |
0% |
-336,000 |
-7,980 |
0 |
Cigarettes & Other To... |
|
NVG |
Nuveen Insured Dividend Adv... |
312 |
Closed |
$11.96 |
$0 |
0 |
0% |
-368,000 |
-35,664 |
0 |
Closed - End Fund - Debt |
|
AOK |
iShares Trust |
299 |
Closed |
$36.43 |
$0 |
0 |
0% |
-203,000 |
-5,987 |
0 |
Closed - End Fund - Debt |
|
NRK |
Nuveen Insured New York Tax... |
305 |
Closed |
$10.87 |
$0 |
0 |
0% |
-250,000 |
-26,420 |
0 |
Closed - End Fund - Debt |
|
CMU |
Colonial Municipal Income T... |
311 |
Closed |
$3.31 |
$0 |
0 |
0% |
-112,000 |
-35,769 |
0 |
Closed - End Fund - Debt |
|
BXP |
Boston Properties Inc |
298 |
Closed |
$61.50 |
$0 |
0 |
0% |
-238,000 |
-4,000 |
0 |
REIT - Office |
|
TIP |
iShares Lehman TIPS Bond |
304 |
Closed |
$106.05 |
$0 |
0 |
0% |
-299,000 |
-2,881 |
0 |
Closed - End Fund - E... |
|
VCV |
Invesco Van Kampen Cali Va |
310 |
Closed |
$9.80 |
$0 |
0 |
0% |
-252,000 |
-29,948 |
0 |
Closed - End Fund - Debt |
|
K |
Kellanova |
297 |
Closed |
$61.86 |
$0 |
0 |
0% |
-256,000 |
-4,305 |
0 |
Food - Major Diversified |
|
KHC |
Kraft Heinz Co |
316 |
Closed |
$36.24 |
$0 |
0 |
0% |
-249,000 |
-7,397 |
0 |
N/A |
|
NEA |
Nuveen Insured Tax Free Adv... |
303 |
Closed |
$10.83 |
$0 |
0 |
0% |
-410,000 |
-42,373 |
0 |
Closed - End Fund - Debt |
|
KSM |
DWS Strategic Municipal Inc... |
309 |
Closed |
$9.62 |
$0 |
0 |
0% |
-119,000 |
-15,861 |
0 |
Closed - End Fund - Debt |
|
CSJ |
iShares Barclays 1-3 Year C... |
296 |
Closed |
$50.96 |
$0 |
0 |
0% |
-228,000 |
-4,585 |
0 |
Closed - End Fund - E... |
|
MTK |
Morgan Stanley Technology |
315 |
Closed |
$179.44 |
$0 |
0 |
0% |
-220,000 |
-1,610 |
0 |
Closed - End Fund - E... |
|
TDTT |
FlexShares iBoxx 3 Year Target |
302 |
Closed |
$23.49 |
$0 |
0 |
0% |
-202,000 |
-8,696 |
0 |
N/A |
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CLX |
Clorox Co |
308 |
Closed |
$143.35 |
$0 |
0 |
0% |
-226,000 |
-1,726 |
0 |
Cleaning Products |
|
KTF |
Deutsche Municipal Income T... |
295 |
Closed |
$9.49 |
$0 |
0 |
0% |
-189,000 |
-24,582 |
0 |
Closed - End Fund - Debt |
|
VUSB |
Vanguard Ultrashort Bond Etf |
314 |
Closed |
$0.00 |
$0 |
0 |
0% |
-320,000 |
-6,500 |
0 |
N/A |
|
RUM |
Rumble Inc |
301 |
Closed |
$6.77 |
$0 |
0 |
0% |
-107,000 |
-21,025 |
0 |
N/A |
|
CEV |
Eaton Vance California Muni... |
307 |
Closed |
$10.52 |
$0 |
0 |
0% |
-191,000 |
-20,817 |
0 |
Closed - End Fund - Debt |
|
PFE |
Pfizer Inc |
294 |
Closed |
$28.01 |
$0 |
0 |
0% |
-330,000 |
-9,955 |
0 |
Drug Manufacturers - ... |
|
EOG |
EOG Resources Inc |
313 |
Closed |
$130.10 |
$0 |
0 |
0% |
-203,000 |
-1,604 |
0 |
Independent Oil & Gas |
|
MUJ |
Blackrock Muniholdings New ... |
300 |
Closed |
$11.30 |
$0 |
0 |
0% |
-164,000 |
-16,253 |
0 |
Closed - End Fund - Debt |
|
MHI |
Pioneer Municipal High Inco... |
306 |
Closed |
$8.57 |
$0 |
0 |
0% |
-79,000 |
-10,874 |
0 |
Closed - End Fund - Debt |
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