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
VECO
Veeco Instruments Inc

Technology
Q3 2018 Filed on Nov 13, 2018
210
$10.05 - $16.15 $2.11K - $3.39K
BLUE
Bluebird Bio, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
8
$88.86 - $117.49 $711 - $940
CTLT
Catalent, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
26
$40.12 - $45.55 $1.04K - $1.18K
Ilg Inc
Q3 2018 Filed on Nov 13, 2018
43
N/A
KR
Kroger CO

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
290
$27.8 - $32.56 $8.06K - $9.44K
TREE
Lending Tree, Inc.

Financial Services
Q3 2018 Filed on Nov 13, 2018
8
$214.15 - $257.55 $1.71K - $2.06K
AMSWA
American Software Inc

Technology
Q3 2018 Filed on Nov 13, 2018
304
$11.5 - $18.89 $3.5K - $5.74K
BOTZ
Global X Fds

ETFs
Q3 2018 Filed on Nov 13, 2018
4,033
$21.55 - $23.08 $86.9K - $93.1K
Ddr Corp
Q3 2018 Filed on Nov 13, 2018
67
N/A
WATT
Energous Corp

Technology
Q2 2018 Filed on Aug 13, 2018
200
$14.09 - $20.38 $2.82K - $4.08K
Powershares ETF Trust
Q2 2018 Filed on Aug 13, 2018
2,818
N/A
USDP
Usd Partners LP

Industrials
Q2 2018 Filed on Aug 13, 2018
10,720
$10.35 - $11.25 $111K - $121K
PBFX
Pbf Logistics LP

Energy
Q2 2018 Filed on Aug 13, 2018
6,190
$18.75 - $21.55 $116K - $133K
Powershares Qqq Trust
Q2 2018 Filed on Aug 13, 2018
9,250
N/A
Fairmount Santrol Hldgs Inc
Q2 2018 Filed on Aug 13, 2018
116,934
N/A
Avexis Inc
Q2 2018 Filed on Aug 13, 2018
11
N/A
JBLU
Jetblue Airways Corp

Industrials
Q2 2018 Filed on Aug 13, 2018
145
$18.67 - $20.64 $2.71K - $2.99K
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 13, 2018
877
N/A
LBTYK
Liberty Global PLC

Communication Services
Q2 2018 Filed on Aug 13, 2018
102
$26.61 - $32.05 $2.71K - $3.27K
Gigamedia LTD
Q2 2018 Filed on Aug 13, 2018
200
N/A
Time Warner Inc
Q2 2018 Filed on Aug 13, 2018
80
N/A
Citigroup Global Mkts Hldgs
Q2 2018 Filed on Aug 13, 2018
700
N/A
SJT
San Juan Basin Royalty Trust

Energy
Q2 2018 Filed on Aug 13, 2018
320
$5.79 - $7.42 $1.85K - $2.37K
NYCB
New York Community Bancorp Inc

Financial Services
Q2 2018 Filed on Aug 13, 2018
1,239
$11.04 - $12.96 $13.7K - $16.1K
Powershares ETF Trust Ii
Q2 2018 Filed on Aug 13, 2018
428
N/A
SNN
Smith & Nephew PLC

Healthcare
Q2 2018 Filed on Aug 13, 2018
34
$35.44 - $39.44 $1.2K - $1.34K
Orbital Atk Inc
Q2 2018 Filed on Aug 13, 2018
529
N/A
Broadcom LTD
Q2 2018 Filed on Aug 13, 2018
346
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 13, 2018
442
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 13, 2018
1,415
N/A
Quality Care Pptys Inc
Q2 2018 Filed on Aug 13, 2018
23
N/A
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q2 2018 Filed on Aug 13, 2018
528
N/A
Eros Intl PLC
Q2 2018 Filed on Aug 13, 2018
1,000
N/A
Immunomedics Inc
Q2 2018 Filed on Aug 13, 2018
3,000
N/A
Direxion Shs ETF Tr
Q2 2018 Filed on Aug 13, 2018
125
N/A
Achaogen Inc
Q2 2018 Filed on Aug 13, 2018
200
N/A
Ddr Corp
Q2 2018 Filed on Aug 13, 2018
134
N/A
GTTNQ
Gtt Communications, Inc.

Communication Services
Q2 2018 Filed on Aug 13, 2018
1,240
$45.0 - $56.6 $55.8K - $70.2K
Monsanto CO New
Q2 2018 Filed on Aug 13, 2018
21
N/A
TTM
Tata Motors LTD

Consumer Cyclical
Q2 2018 Filed on Aug 13, 2018
100
$19.25 - $27.62 $1.93K - $2.76K
ERF
Enerplus Corp

Energy
Q2 2018 Filed on Aug 13, 2018
514
$10.95 - $13.37 $5.63K - $6.87K
AWK
American Water Works Company, Inc.

Utilities
Q2 2018 Filed on Aug 13, 2018
100
$78.35 - $86.78 $7.83K - $8.68K
Powershares ETF Trust
Q2 2018 Filed on Aug 13, 2018
105
N/A
Reality Shs ETF Tr
Q2 2018 Filed on Aug 13, 2018
400
N/A
SRCL
Stericycle Inc

Industrials
Q2 2018 Filed on Aug 13, 2018
165
$57.11 - $65.29 $9.42K - $10.8K
GPRO
Go Pro, Inc.

Technology
Q2 2018 Filed on Aug 13, 2018
100
$4.53 - $6.77 $453 - $677
Arris Intl Inc
Q2 2018 Filed on Aug 13, 2018
200
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 13, 2018
2,500
N/A
CVE
Cenovus Energy Inc.

Energy
Q2 2018 Filed on Aug 13, 2018
79
$8.38 - $11.2 $662 - $885
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