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Name: |
WFA of San Diego LLC |
City: |
CHARLOTTE |
State: |
NC |
Zip: |
28211 |
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Holdings
Found :
15 |
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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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PRU |
Prudential Financial Inc |
382 |
Closed |
$118.83 |
$0 |
0 |
0% |
-19,000 |
-214 |
0 |
Life & Health Insurance |
|
BIP |
Brookfield Infrastructure P... |
393 |
Closed |
$30.75 |
$0 |
0 |
0% |
-5,000 |
-140 |
0 |
Electric Utilities |
|
CL |
Colgate Palmolive Co |
402 |
Closed |
$95.10 |
$0 |
0 |
0% |
-8,000 |
-110 |
0 |
Personal Products |
|
FALN |
Ishares Fallen Angels Usd Bond |
390 |
Closed |
$0.00 |
$0 |
0 |
0% |
-21,000 |
-815 |
0 |
N/A |
|
IYH |
iShares Dow Jones US Health... |
401 |
Closed |
$60.27 |
$0 |
0 |
0% |
-14,000 |
-50 |
0 |
Closed - End Fund - E... |
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SHYD |
VanEck Vectors Short High-Y... |
388 |
Closed |
$0.00 |
$0 |
0 |
0% |
-16,000 |
-700 |
0 |
N/A |
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URTY |
Proshares Ultrapro Russell2... |
397 |
Closed |
$45.05 |
$0 |
0 |
0% |
-4,000 |
-100 |
0 |
Closed - End Fund - Debt |
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ADX |
Adams Express Co |
387 |
Closed |
$19.71 |
$0 |
0 |
0% |
-3,000 |
-160 |
0 |
Closed - End Fund - Debt |
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VTRS |
Upjohn Inc |
396 |
Closed |
$11.16 |
$0 |
0 |
0% |
0 |
-15 |
0 |
N/A |
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ADM |
Archer Daniels Midland Co |
386 |
Closed |
$62.98 |
$0 |
0 |
0% |
-17,000 |
-225 |
0 |
Food - Major Diversified |
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WAB |
Westinghouse Air Brake Tech... |
395 |
Closed |
$163.38 |
$0 |
0 |
0% |
0 |
-3 |
0 |
Auto Parts |
|
ED |
Consolidated Edison Inc |
415 |
Closed |
$97.70 |
$0 |
0 |
0% |
-39,000 |
-432 |
0 |
Multi Utilities |
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LCNB |
LCNB Corp |
385 |
Closed |
$14.65 |
$0 |
0 |
0% |
-4,000 |
-279 |
0 |
Domestic Regional Banks |
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EXG |
Eaton Vance Tax-Managed Glo... |
394 |
Closed |
$8.30 |
$0 |
0 |
0% |
-180,000 |
-22,775 |
0 |
Closed - End Fund - E... |
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LDP |
Cohen & Steers Ltd Duration... |
414 |
Closed |
$19.54 |
$0 |
0 |
0% |
-11,000 |
-580 |
0 |
N/A |
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