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| Name: |
APCM Wealth Management for Individuals |
| City: |
ANCHORAGE |
| State: |
AK |
| Zip: |
99517 |
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data |
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Filing Period: |
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| Holdings
Found :
16 |
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View All Holdings |
Currently
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 |
|
CSCO |
Cisco Systems Inc |
140 |
Closed |
$48.34 |
$0 |
0 |
0% |
-394,000 |
-7,804 |
0 |
Networking & Communic... |
|
|
XLY |
SPDR cnsmr discr sel sect |
117 |
Closed |
$177.79 |
$0 |
0 |
0% |
-100,000 |
-562 |
0 |
Closed - End Fund - E... |
|
|
BMY |
Bristol-Myers Squibb Co |
131 |
Closed |
$44.11 |
$0 |
0 |
0% |
-1,528,000 |
-29,787 |
0 |
Drug Manufacturers - ... |
|
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XLK |
SPDR Technology Sector |
137 |
Closed |
$212.29 |
$0 |
0 |
0% |
-139,000 |
-724 |
0 |
Closed - End Fund - E... |
|
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EWL |
iShares Switzerland Index Fd |
130 |
Closed |
$48.82 |
$0 |
0 |
0% |
-113,000 |
-2,339 |
0 |
Closed - End Fund - E... |
|
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FNDX |
Schwab Fundamental US Large... |
136 |
Closed |
$67.26 |
$0 |
0 |
0% |
0 |
0 |
0 |
N/A |
|
|
EEM |
iShares MSCI Emrg Mkt Income |
129 |
Closed |
$43.60 |
$0 |
0 |
0% |
-44,000 |
-1,100 |
0 |
Closed - End Fund - E... |
|
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PSX |
Phillips 66 |
135 |
Closed |
$145.85 |
$0 |
0 |
0% |
-216,000 |
-1,622 |
0 |
Oil & Gas Refining, P... |
|
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EWC |
iShares MSCI-Canada |
128 |
Closed |
$38.30 |
$0 |
0 |
0% |
-61,000 |
-1,656 |
0 |
Closed - End Fund - E... |
|
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GSK |
GlaxoSmithKline Plc (ADR) |
134 |
Closed |
$40.41 |
$0 |
0 |
0% |
-316,000 |
-8,520 |
0 |
Drug Manufacturers - ... |
|
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DVYE |
Ishares Emerging Markets Di... |
142 |
Closed |
$27.06 |
$0 |
0 |
0% |
-40,000 |
-1,516 |
0 |
N/A |
|
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CQP |
Cheniere Energy Partners |
127 |
Closed |
$48.10 |
$0 |
0 |
0% |
-296,000 |
-5,938 |
0 |
Oil & Gas Pipelines &... |
|
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AGNC |
AGNC Investment Corp |
133 |
Closed |
$9.89 |
$0 |
0 |
0% |
-205,000 |
-20,910 |
0 |
REIT - Housing/Apartm... |
|
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SPLV |
Powershares S&Amp;P 500 Low... |
141 |
Closed |
$65.98 |
$0 |
0 |
0% |
0 |
-4 |
0 |
N/A |
|
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MO |
Altria Group Inc |
123 |
Closed |
$45.95 |
$0 |
0 |
0% |
-280,000 |
-6,949 |
0 |
Cigarettes & Other To... |
|
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XLC |
Communication Services Sele... |
132 |
Closed |
$82.47 |
$0 |
0 |
0% |
-15,000 |
-200 |
0 |
N/A |
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