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| Name: |
West Branch Capital LLC |
| City: |
AMHERST |
| State: |
MA |
| Zip: |
01004 |
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| Holdings
Found :
31 |
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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 |
|
SMH |
Vaneck Vectors Semiconducto... |
421 |
Closed |
$208.63 |
$0 |
0 |
0% |
-3,000 |
-17 |
0 |
N/A |
|
|
MARK |
Remark Holdings Ord Shs |
439 |
Closed |
$0.13 |
$0 |
0 |
0% |
0 |
-6 |
0 |
Internet Service Prov... |
|
|
KDP |
Keurig Dr Pepper Inc |
413 |
Closed |
$33.70 |
$0 |
0 |
0% |
-4,000 |
-125 |
0 |
Beverage Soft Drinks... |
|
|
PANW |
Palo Alto Networks Inc |
448 |
Closed |
$303.01 |
$0 |
0 |
0% |
-4,000 |
-13 |
0 |
Networking & Communic... |
|
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BSX |
Boston Scientific Corp |
419 |
Closed |
$72.72 |
$0 |
0 |
0% |
-4,000 |
-67 |
0 |
Medical Instruments &... |
|
|
EXC |
Exelon Corp |
454 |
Closed |
$37.82 |
$0 |
0 |
0% |
-10,000 |
-289 |
0 |
Multi Utilities |
|
|
IJJ |
iShares S&P MC 400/BARRA VL |
435 |
Closed |
$115.11 |
$0 |
0 |
0% |
-41,000 |
-363 |
0 |
Closed - End Fund - E... |
|
|
NOC |
Northrop Grumman Corp |
412 |
Closed |
$471.61 |
$0 |
0 |
0% |
-2,000 |
-5 |
0 |
Aerospace/Defense - M... |
|
|
OXY |
Occidental Petroleum Corp |
447 |
Closed |
$63.68 |
$0 |
0 |
0% |
-60,000 |
-1,000 |
0 |
Independent Oil & Gas |
|
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CMG |
Chipotle Mexican Grill Inc |
418 |
Closed |
$3,183.25 |
$0 |
0 |
0% |
-5,000 |
-2 |
0 |
Restaurants |
|
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VEA |
Vanguard Europe Pacific ETF |
453 |
Closed |
$49.56 |
$0 |
0 |
0% |
-41,000 |
-864 |
0 |
Closed - End Fund - F... |
|
|
ASML |
ASML Holding N.V. (ADR) |
434 |
Closed |
$0.00 |
$0 |
0 |
0% |
-3,000 |
-4 |
0 |
Semiconductor Equipme... |
|
|
PKG |
Packaging Corp Of America |
411 |
Closed |
$178.54 |
$0 |
0 |
0% |
-17,000 |
-104 |
0 |
Paper & Paper Products |
|
|
SCHV |
Schwab Strategic Trust |
446 |
Closed |
$73.98 |
$0 |
0 |
0% |
-15,000 |
-218 |
0 |
Closed - End Fund - Debt |
|
|
MDT |
Medtronic Plc |
417 |
Closed |
$81.55 |
$0 |
0 |
0% |
-2,000 |
-26 |
0 |
Medical Appliances & ... |
|
|
TSCO |
Tractor Supply Co |
452 |
Closed |
$266.65 |
$0 |
0 |
0% |
-3,000 |
-15 |
0 |
Specialty Retail, Other |
|
|
KAMN |
Kaman Corp |
433 |
Closed |
$45.99 |
$0 |
0 |
0% |
-3,000 |
-134 |
0 |
Industrial Equipment ... |
|
|
ORLY |
O Reilly Automotive Inc |
410 |
Closed |
$1,020.34 |
$0 |
0 |
0% |
-4,000 |
-4 |
0 |
Auto Parts Stores |
|
|
SHW |
Sherwin Williams Co |
445 |
Closed |
$319.00 |
$0 |
0 |
0% |
-5,000 |
-17 |
0 |
General Building Mate... |
|
|
FSTR |
Foster L B Co |
416 |
Closed |
$26.83 |
$0 |
0 |
0% |
-8,000 |
-359 |
0 |
Basic Materials Whole... |
|
|
XLI |
SPDR Industrial Sector |
451 |
Closed |
$124.35 |
$0 |
0 |
0% |
-3,000 |
-28 |
0 |
Closed - End Fund - E... |
|
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ALLY |
Ally Financial Inc |
432 |
Closed |
$39.48 |
$0 |
0 |
0% |
-7,000 |
-200 |
0 |
Mortgage Investment |
|
|
PH |
Parker Hannifin Corp |
403 |
Closed |
$554.91 |
$0 |
0 |
0% |
-4,000 |
-8 |
0 |
Industrial Equipment ... |
|
|
PRK |
Park National Corp |
443 |
Closed |
$137.89 |
$0 |
0 |
0% |
-18,000 |
-134 |
0 |
Domestic Regional Banks |
|
|
FWRD |
Forward Air Corp |
415 |
Closed |
$21.51 |
$0 |
0 |
0% |
-4,000 |
-65 |
0 |
Trucking |
|
|
SLB |
Schlumberger Ltd |
450 |
Closed |
$47.86 |
$0 |
0 |
0% |
-3,000 |
-60 |
0 |
Oil & Gas Equipment &... |
|
|
PDBC |
Invesco Actively Managd ETF |
431 |
Closed |
$14.04 |
$0 |
0 |
0% |
-4,000 |
-270 |
0 |
N/A |
|
|
CME |
CME Group Inc |
402 |
Closed |
$211.84 |
$0 |
0 |
0% |
-5,000 |
-23 |
0 |
Business Services |
|
|
SPG |
Simon Property Group Inc |
440 |
Closed |
$147.88 |
$0 |
0 |
0% |
-44,000 |
-305 |
0 |
REIT - Retail |
|
|
NVTA |
Invitae Corp |
414 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-121 |
0 |
N/A |
|
|
WRB |
WR Berkley Corporation |
449 |
Closed |
$78.56 |
$0 |
0 |
0% |
-2,000 |
-35 |
0 |
Property & Casualty I... |
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