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Name: |
Stonebridge Financial Planning Group LLC |
City: |
ORLANDO |
State: |
FL |
Zip: |
32801 |
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Holdings
Found :
9 |
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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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CVX |
Chevron Corp |
150 |
Closed |
$164.53 |
$0 |
0 |
0% |
-223,000 |
-1,323 |
0 |
Integrated Oil & Gas |
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FAN |
First Trust Global Wind Energy |
149 |
Closed |
$16.67 |
$0 |
0 |
0% |
-250,000 |
-17,255 |
0 |
Closed - End Fund - E... |
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TAN |
Invesco Solar ETF |
155 |
Closed |
$42.77 |
$0 |
0 |
0% |
-330,000 |
-6,372 |
0 |
Closed - End Fund - E... |
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PGX |
Invesco Preferred ETF |
148 |
Closed |
$11.54 |
$0 |
0 |
0% |
-116,000 |
-10,560 |
0 |
Closed - End Fund - Debt |
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BBH |
Vaneck Vectors Biotech |
154 |
Closed |
$157.33 |
$0 |
0 |
0% |
-209,000 |
-1,345 |
0 |
N/A |
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PFXF |
Market Vectors Preferred Se... |
147 |
Closed |
$17.45 |
$0 |
0 |
0% |
-212,000 |
-12,600 |
0 |
N/A |
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FPE |
First Trust Preferred Secur... |
153 |
Closed |
$17.24 |
$0 |
0 |
0% |
-693,000 |
-43,422 |
0 |
N/A |
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XHE |
Spdr S&P Health Care Equipm... |
152 |
Closed |
$85.35 |
$0 |
0 |
0% |
-273,000 |
-3,501 |
0 |
N/A |
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TIP |
iShares Lehman TIPS Bond |
151 |
Closed |
$106.09 |
$0 |
0 |
0% |
-330,000 |
-3,185 |
0 |
Closed - End Fund - E... |
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