Institutional & Family Asset Management, LLC Closed Holding Positions

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SAGE
Sage Therapeutics, Inc.

Healthcare
Q4 2019 Filed on Feb 14, 2020
9
$60.18 - $154.77 $542 - $1.39K
Altaba Inc
Q4 2019 Filed on Feb 14, 2020
8
N/A
FVD
First Tr Value Line Divid Inde

ETFs
Q4 2019 Filed on Feb 14, 2020
15
$33.78 - $36.07 $507 - $541
Keane Group Inc
Q4 2019 Filed on Feb 14, 2020
507
N/A
Celgene Corp
Q4 2019 Filed on Feb 14, 2020
39
N/A
HAL
Halliburton CO

Energy
Q4 2019 Filed on Feb 14, 2020
134
$18.17 - $24.89 $2.43K - $3.34K
CNP
Centerpoint Energy Inc

Utilities
Q4 2019 Filed on Feb 14, 2020
2,005
$24.39 - $30.16 $48.9K - $60.5K
VV
Vanguard Large Cap ETF

ETFs
Q4 2019 Filed on Feb 14, 2020
364
$132.26 - $148.31 $48.1K - $54K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q4 2019 Filed on Feb 14, 2020
993
$50.39 - $55.96 $50K - $55.6K
ALRM
Alarm.Com Holdings, Inc.

Technology
Q4 2019 Filed on Feb 14, 2020
29
$41.46 - $51.53 $1.2K - $1.49K
Gw Pharmaceuticals PLC
Q4 2019 Filed on Feb 14, 2020
20
N/A
CIZ
Victory Portfolios Ii Shs Dev

ETFs
Q4 2019 Filed on Feb 14, 2020
53
$30.49 - $33.53 $1.62K - $1.78K
CBAY
Cyma Bay Therapeutics, Inc.

Healthcare
Q4 2019 Filed on Feb 14, 2020
89
$1.33 - $5.93 $118 - $528
CSF
Victory Portf Ii Shs Us Disc E

ETFs
Q4 2019 Filed on Feb 14, 2020
19
$35.3 - $39.74 $671 - $755
CDC
Victory Portfolios Ii Shs Inco

ETFs
Q4 2019 Filed on Feb 14, 2020
101
$44.49 - $49.07 $4.49K - $4.96K
Tallgrass Energy LP
Q4 2019 Filed on Feb 14, 2020
25,832
N/A
CEY
Vicotryshares Emerging Mkt
Q4 2019 Filed on Feb 14, 2020
36
N/A
BE
Bloom Energy Corp

Industrials
Q4 2019 Filed on Feb 14, 2020
99
$2.67 - $7.47 $264 - $740
PHYS
Sprott Physical Gold Trust

Financial Services
Q4 2019 Filed on Feb 14, 2020
100
$11.67 - $12.18 $1.17K - $1.22K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q4 2019 Filed on Feb 14, 2020
250
$38.33 - $43.57 $9.58K - $10.9K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q4 2019 Filed on Feb 14, 2020
23
$34.97 - $38.17 $804 - $878
Wright Med Group N V
Q4 2019 Filed on Feb 14, 2020
56
N/A
Grubhub Inc
Q4 2019 Filed on Feb 14, 2020
209
N/A
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q4 2019 Filed on Feb 14, 2020
3,599
$29.33 - $29.7 $106K - $107K
CIL
Victory Portfolios Ii Shs Intl

ETFs
Q4 2019 Filed on Feb 14, 2020
93
$36.33 - $40.09 $3.38K - $3.73K
RS
Reliance Steel & Aluminum CO

Basic Materials
Q4 2019 Filed on Feb 14, 2020
24
$97.1 - $121.33 $2.33K - $2.91K
RVLV
Revolve Group, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
65
$14.66 - $24.19 $953 - $1.57K
IEX
Idex Corp

Industrials
Q4 2019 Filed on Feb 14, 2020
30
$152.31 - $173.36 $4.57K - $5.2K
Federal Realty Invt Tr
Q4 2019 Filed on Feb 14, 2020
80
N/A
CRNT
Ceragon Networks LTD

Technology
Q4 2019 Filed on Feb 14, 2020
1,000
$1.76 - $3.09 $1.76K - $3.09K
Talend S A
Q4 2019 Filed on Feb 14, 2020
51
N/A
Harris Corp Del
Q3 2019 Filed on Nov 14, 2019
18,353
N/A
Andeavor Logistics LP
Q3 2019 Filed on Nov 14, 2019
16,648
N/A
Teekay Offshore Partners L P
Q3 2019 Filed on Nov 14, 2019
4,350
N/A
Eqm Midstream Partners LP
Q3 2019 Filed on Nov 14, 2019
10,631
N/A
DFS
Discover Financial Services

Financial Services
Q3 2019 Filed on Nov 14, 2019
53
$76.76 - $92.91 $4.07K - $4.92K
Aimmune Therapeutics Inc
Q3 2019 Filed on Nov 14, 2019
52
N/A
HRTX
Heron Therapeutics, Inc.

Healthcare
Q3 2019 Filed on Nov 14, 2019
50
$16.36 - $21.39 $818 - $1.07K
DVAX
Dynavax Technologies Corp

Healthcare
Q3 2019 Filed on Nov 14, 2019
77
$2.69 - $4.85 $207 - $373
GDOT
Green Dot Corp

Financial Services
Q3 2019 Filed on Nov 14, 2019
39
$25.23 - $50.69 $984 - $1.98K
Red Hat Inc
Q3 2019 Filed on Nov 14, 2019
43
N/A
Wageworks Inc
Q3 2019 Filed on Nov 14, 2019
35
N/A
Tcf Finl Corp
Q3 2019 Filed on Nov 14, 2019
2,622
N/A
Anadarko Pete Corp
Q3 2019 Filed on Nov 14, 2019
1,584
N/A
VC
Visteon Corp

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
26
$53.13 - $83.45 $1.38K - $2.17K
Blackstone Group L P
Q3 2019 Filed on Nov 14, 2019
1,653
N/A
Extended Stay Amer Inc
Q3 2019 Filed on Nov 14, 2019
73
N/A
Apollo Global Mgmt LLC
Q3 2019 Filed on Nov 14, 2019
34
N/A
HPP
Hudson Pacific Properties, Inc.

Real Estate
Q3 2019 Filed on Nov 14, 2019
64
$32.96 - $35.41 $2.11K - $2.27K
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