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| Name: |
MA Private Wealth |
| City: |
SAN CARLOS |
| State: |
CA |
| Zip: |
94070 |
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data |
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| Holdings
Found :
12 |
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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 |
|
BCRX |
Biocryst Pharmaceuticals Inc |
69 |
Closed |
$5.36 |
$0 |
0 |
0% |
-76,000 |
-12,700 |
0 |
Biotechnology |
|
|
EEMV |
Ishares Msci Emerging Marke... |
75 |
Closed |
$0.00 |
$0 |
0 |
0% |
-692,000 |
-12,456 |
0 |
N/A |
|
|
IUSB |
Ishares Core Total Usd Bond... |
74 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,032,000 |
-44,116 |
0 |
N/A |
|
|
IDV |
iShares Dow Jones EPAC Sele... |
80 |
Closed |
$0.00 |
$0 |
0 |
0% |
-336,000 |
-11,989 |
0 |
Closed - End Fund - E... |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
73 |
Closed |
$80.94 |
$0 |
0 |
0% |
-412,000 |
-5,463 |
0 |
Closed - End Fund - E... |
|
|
TSLA |
Tesla Motors Inc |
79 |
Closed |
$177.81 |
$0 |
0 |
0% |
-273,000 |
-1,098 |
0 |
Auto Manufacturers |
|
|
IEI |
iShares Barclays 3-7 Year T... |
72 |
Closed |
$114.64 |
$0 |
0 |
0% |
-2,267,000 |
-19,356 |
0 |
Closed - End Fund - E... |
|
|
VTI |
Vanguard Total Stock Market... |
78 |
Closed |
$259.45 |
$0 |
0 |
0% |
-203,000 |
-855 |
0 |
Closed - End Fund - E... |
|
|
SIZE |
Ishares Msci Usa Size Factor |
71 |
Closed |
$139.65 |
$0 |
0 |
0% |
-299,000 |
-2,267 |
0 |
N/A |
|
|
CSCO |
Cisco Systems Inc |
77 |
Closed |
$48.95 |
$0 |
0 |
0% |
-281,000 |
-5,553 |
0 |
Networking & Communic... |
|
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IHI |
iShares Dow Jones US Medica... |
70 |
Closed |
$55.62 |
$0 |
0 |
0% |
-274,000 |
-5,078 |
0 |
Closed - End Fund - E... |
|
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EEM |
iShares MSCI Emrg Mkt Income |
76 |
Closed |
$43.05 |
$0 |
0 |
0% |
-250,000 |
-6,229 |
0 |
Closed - End Fund - E... |
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