Independent Advisor Alliance Closed Holding Positions

Independent Advisor Alliance

  • $2.95 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Goldcorp Inc New
Q2 2019 Filed on Aug 12, 2019
10,045
N/A
Vereit Inc
Q1 2019 Filed on May 07, 2019
22,950
N/A
Pdl Biopharma Inc
Q1 2019 Filed on May 07, 2019
21,000
N/A
Rite Aid Corp
Q1 2019 Filed on May 07, 2019
14,168
N/A
TK
Teekay Corp

Energy
Q1 2019 Filed on May 07, 2019
26,865
$3.31 - $4.3 $88.9K - $116K
Vectren Corp
Q1 2019 Filed on May 07, 2019
14,120
N/A
SSRM
Ssr Mining Inc.

Basic Materials
Q1 2019 Filed on May 07, 2019
36,674
$11.63 - $14.61 $427K - $536K
Fluidigm Corp Del
Q1 2019 Filed on May 07, 2019
17,000
N/A
Scana Corp New
Q1 2019 Filed on May 07, 2019
9,111
N/A
TOWN
Towne Bank (Va)

Financial Services
Q1 2019 Filed on May 07, 2019
9,034
N/A
Government Pptys Income Tr
Q1 2019 Filed on May 07, 2019
14,838
N/A
CWST
Casella Waste Systems Inc

Industrials
Q1 2019 Filed on May 07, 2019
13,960
$27.38 - $36.74 $382K - $513K
SA
Seabridge Gold Inc

Basic Materials
Q1 2019 Filed on May 07, 2019
34,882
$12.39 - $14.97 $432K - $522K
HELE
Helen Of Troy LTD

Consumer Defensive
Q1 2019 Filed on May 07, 2019
3,837
$109.33 - $133.95 $419K - $514K
MMSI
Merit Medical Systems Inc

Healthcare
Q1 2019 Filed on May 07, 2019
8,395
$50.86 - $61.83 $427K - $519K
MSEX
Middlesex Water CO

Utilities
Q1 2019 Filed on May 07, 2019
7,345
$51.85 - $59.92 $381K - $440K
RGLD
Royal Gold Inc

Basic Materials
Q1 2019 Filed on May 07, 2019
5,319
$81.0 - $94.34 $431K - $502K
CRI
Carters Inc

Consumer Cyclical
Q1 2019 Filed on May 07, 2019
2,869
$78.23 - $101.66 $224K - $292K
SNBR
Sleep Number Corp

Consumer Cyclical
Q1 2019 Filed on May 07, 2019
11,386
$31.33 - $47.89 $357K - $545K
Us Ecology Inc
Q1 2019 Filed on May 07, 2019
6,553
N/A
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q1 2019 Filed on May 07, 2019
3,731
$104.5 - $123.24 $390K - $460K
PSL
Invesco Dwa Consumer Staples M
Q1 2019 Filed on May 07, 2019
3,303
N/A
EHC
Encompass Health Corp

Healthcare
Q1 2019 Filed on May 07, 2019
7,155
$46.46 - $54.42 $332K - $389K
WBS
Webster Financial Corp

Financial Services
Q4 2018 Filed on Feb 12, 2019
6,946
$45.55 - $62.23 $316K - $432K
FLEX
Flex Ltd.

Technology
Q4 2018 Filed on Feb 12, 2019
44,058
$6.94 - $12.91 $306K - $569K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q4 2018 Filed on Feb 12, 2019
4,019
$50.8 - $69.24 $204K - $278K
ARMK
Aramark

Industrials
Q4 2018 Filed on Feb 12, 2019
5,214
$27.5 - $42.57 $143K - $222K
Phi Inc
Q4 2018 Filed on Feb 12, 2019
10,200
N/A
NTAP
Net App, Inc.

Technology
Q4 2018 Filed on Feb 12, 2019
2,947
$54.82 - $86.15 $162K - $254K
Cbl & Assoc Pptys Inc
Q4 2018 Filed on Feb 12, 2019
35,917
N/A
MD
Mednax, Inc.

Healthcare
Q4 2018 Filed on Feb 12, 2019
19,171
$32.26 - $46.59 $618K - $893K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 12, 2019
4,393
$31.91 - $45.65 $140K - $201K
WWE
World Wrestling Entertainmentinc

Communication Services
Q4 2018 Filed on Feb 12, 2019
9,271
$61.69 - $94.22 $572K - $874K
Allergan PLC
Q4 2018 Filed on Feb 12, 2019
1,666
N/A
AMCX
Amc Networks Inc.

Communication Services
Q4 2018 Filed on Feb 12, 2019
4,795
$51.76 - $67.26 $248K - $323K
Gramercy Ppty Tr
Q4 2018 Filed on Feb 12, 2019
11,672
N/A
Aetna Inc New
Q4 2018 Filed on Feb 12, 2019
8,482
N/A
Barclays Bank PLC
Q4 2018 Filed on Feb 12, 2019
17,387
N/A
Dell Technologies Inc
Q4 2018 Filed on Feb 12, 2019
13,853
N/A
Praxair Inc
Q4 2018 Filed on Feb 12, 2019
12,373
N/A
Spectra Energy Partners LP
Q4 2018 Filed on Feb 12, 2019
23,382
N/A
Fiat Chrysler Automobiles N
Q4 2018 Filed on Feb 12, 2019
11,804
N/A
Grubhub Inc
Q4 2018 Filed on Feb 12, 2019
3,700
N/A
Corporate Cap Tr Inc
Q4 2018 Filed on Feb 12, 2019
342,374
N/A
BC
Brunswick Corp

Consumer Cyclical
Q4 2018 Filed on Feb 12, 2019
3,172
$42.61 - $66.6 $135K - $211K
Investors Real Estate Tr
Q4 2018 Filed on Feb 12, 2019
36,769
N/A
LGFB
Lions Gate Entmt Corp Cl B Non
Q4 2018 Filed on Feb 12, 2019
10,950
N/A
Mcdermott Intl Inc
Q4 2018 Filed on Feb 12, 2019
11,054
N/A
Enbridge Energy Partners L P
Q4 2018 Filed on Feb 12, 2019
16,595
N/A
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