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
Powershares Active Mng ETF T
Q2 2018 Filed on Aug 13, 2018
16
N/A
FXR
First Trust Industrials/Produc

ETFs
Q2 2018 Filed on Aug 13, 2018
2,067
$38.04 - $41.2 $78.6K - $85.2K
Arconic Inc
Q2 2018 Filed on Aug 13, 2018
100
N/A
PRA
Proassurance Corp

Financial Services
Q2 2018 Filed on Aug 13, 2018
37
$35.35 - $48.2 $1.31K - $1.78K
SIG
Signet Jewelers LTD

Consumer Cyclical
Q2 2018 Filed on Aug 13, 2018
76
$35.46 - $59.17 $2.69K - $4.5K
AA
Alcoa Corp

Basic Materials
Q2 2018 Filed on Aug 13, 2018
100
$44.26 - $60.23 $4.43K - $6.02K
Liberty Interactive Corp
Q2 2018 Filed on Aug 13, 2018
1,046
N/A
Vical Inc
Q2 2018 Filed on Aug 13, 2018
20
N/A
Bldrs Index Fds Tr
Q2 2018 Filed on Aug 13, 2018
245
N/A
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q2 2018 Filed on Aug 13, 2018
128
$29.7 - $32.65 $3.8K - $4.18K
Match Group Inc
Q2 2018 Filed on Aug 13, 2018
100
N/A
FITB
Fifth Third Bancorp

Financial Services
Q2 2018 Filed on Aug 13, 2018
10
$28.7 - $34.35 $287 - $344
PETS
Petmed Express Inc

Healthcare
Q2 2018 Filed on Aug 13, 2018
250
$33.46 - $46.17 $8.37K - $11.5K
Aveo Pharmaceuticals Inc
Q2 2018 Filed on Aug 13, 2018
500
N/A
New York Reit Inc
Q1 2018 Filed on May 14, 2018
18,594
N/A
Summit Midstream Partners LP
Q1 2018 Filed on May 14, 2018
15,445
N/A
KW
Kennedy Wilson Holdings, Inc.

Real Estate
Q1 2018 Filed on May 14, 2018
24,179
$16.15 - $17.95 $390K - $434K
Colony Northstar Inc
Q1 2018 Filed on May 14, 2018
36,990
N/A
K
Kellogg CO

Consumer Defensive
Q4 2017 Filed on Feb 14, 2018
9,782
$58.87 - $68.29 $576K - $668K
Level 3 Communications Inc
Q4 2017 Filed on Feb 14, 2018
14,863
N/A
New Sr Invt Group Inc
Q4 2017 Filed on Feb 14, 2018
11,200
N/A
Vaneck Vectors ETF Tr
Q4 2017 Filed on Feb 14, 2018
10,911
N/A
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