Independent Advisor Alliance Closed Holding Positions

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Monsanto CO New
Q2 2018 Filed on Aug 08, 2018
13,839
N/A
Legg Mason Inc
Q2 2018 Filed on Aug 08, 2018
5,321
N/A
Westar Energy Inc
Q2 2018 Filed on Aug 08, 2018
4,258
N/A
Chicago Bridge & Iron CO N V
Q2 2018 Filed on Aug 08, 2018
13,115
N/A
Broadcom LTD
Q2 2018 Filed on Aug 08, 2018
3,481
N/A
Ev Energy Partners LP
Q2 2018 Filed on Aug 08, 2018
76,092
N/A
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q2 2018 Filed on Aug 08, 2018
20,780
$14.15 - $17.55 $294K - $365K
Great Elm Cap Corp
Q2 2018 Filed on Aug 08, 2018
17,606
N/A
Wheeler Real Estate Invt Tr
Q2 2018 Filed on Aug 08, 2018
41,491
N/A
Ashford Hospitality Prime In
Q2 2018 Filed on Aug 08, 2018
11,890
N/A
Trovagene Inc
Q2 2018 Filed on Aug 08, 2018
17,359
N/A
BIG
Big Lots Inc

Consumer Defensive
Q2 2018 Filed on Aug 08, 2018
6,440
$38.69 - $44.42 $249K - $286K
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2018 Filed on Aug 08, 2018
5,411
$74.41 - $82.7 $403K - $447K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 08, 2018
7,120
$62.51 - $82.16 $445K - $585K
Colony Northstar Inc
Q2 2018 Filed on Aug 08, 2018
10,775
N/A
WDC
Western Digital Corp

Technology
Q2 2018 Filed on Aug 08, 2018
2,513
$76.77 - $92.51 $193K - $232K
PCG
Pg&E Corp

Utilities
Q1 2018 Filed on May 15, 2018
5,563
$38.24 - $45.23 $213K - $252K
VMW
Vmware, Inc.

Technology
Q1 2018 Filed on May 15, 2018
2,014
$108.46 - $150.0 $218K - $302K
New York Reit Inc
Q1 2018 Filed on May 15, 2018
18,950
N/A
Prospect Capital Corporation
Q1 2018 Filed on May 15, 2018
211,000
N/A
Prospect Capital Corporation
Q4 2017 Filed on Feb 14, 2018
13,000
N/A
Quintiles Ims Holdings Inc
Q4 2017 Filed on Feb 14, 2018
10,905
N/A
Barclays Bank PLC
Q4 2017 Filed on Feb 14, 2018
88,000
N/A
New Sr Invt Group Inc
Q4 2017 Filed on Feb 14, 2018
10,095
N/A
Dow Chem CO
Q3 2017 Filed on Nov 15, 2017
38,325
N/A
Du Pont E I De Nemours & CO
Q3 2017 Filed on Nov 15, 2017
6,215
N/A
HOFT
Hooker Furnishings Corp

Consumer Cyclical
Q3 2017 Filed on Nov 15, 2017
6,436
$39.05 - $47.95 $251K - $309K
IRBT
Irobot Corp

Consumer Cyclical
Q3 2017 Filed on Nov 15, 2017
11,780
$73.76 - $106.58 $869K - $1.26M
Windstream Hldgs Inc
Q3 2017 Filed on Nov 15, 2017
16,050
N/A
Reynolds American Inc
Q3 2017 Filed on Nov 15, 2017
32,623
N/A
UA
Under Armour Inc Cl C

Consumer Cyclical
Q3 2017 Filed on Nov 15, 2017
10,157
N/A
Envision Healthcare Corp
Q3 2017 Filed on Nov 15, 2017
3,876
N/A
Apollo Invt Corp
Q3 2017 Filed on Nov 15, 2017
27,979
N/A
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email