Independent Advisor Alliance Closed Holding Positions

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NTAP
Net App, Inc.

Technology
Q4 2018 Filed on Feb 12, 2019
2,947
$54.82 - $86.15 $162K - $254K
BC
Brunswick Corp

Consumer Cyclical
Q4 2018 Filed on Feb 12, 2019
3,172
$42.61 - $66.6 $135K - $211K
Allergan PLC
Q4 2018 Filed on Feb 12, 2019
1,666
N/A
WWE
World Wrestling Entertainmentinc

Communication Services
Q4 2018 Filed on Feb 12, 2019
9,271
$61.69 - $94.22 $572K - $874K
Enbridge Energy Partners L P
Q4 2018 Filed on Feb 12, 2019
16,595
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Feb 12, 2019
41,364
N/A
WBS
Webster Financial Corp

Financial Services
Q4 2018 Filed on Feb 12, 2019
6,946
$45.55 - $62.23 $316K - $432K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q4 2018 Filed on Feb 12, 2019
4,019
$50.8 - $69.24 $204K - $278K
Phi Inc
Q4 2018 Filed on Feb 12, 2019
10,200
N/A
AZTA
Azenta, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
9,300
$28.71 - $39.6 $267K - $368K
JNPR
Juniper Networks Inc

Technology
Q3 2018 Filed on Nov 13, 2018
8,117
$25.93 - $29.97 $210K - $243K
Oclaro Inc
Q3 2018 Filed on Nov 13, 2018
10,989
N/A
SAN
Banco Santander, S.A.

Financial Services
Q3 2018 Filed on Nov 13, 2018
13,842
$4.85 - $5.65 $67.1K - $78.2K
Wgl Hldgs Inc
Q3 2018 Filed on Nov 13, 2018
2,280
N/A
Bank Of The Ozarks
Q3 2018 Filed on Nov 13, 2018
28,888
N/A
Kkr & CO L P Del
Q3 2018 Filed on Nov 13, 2018
23,380
N/A
Legacy Resvs LP
Q3 2018 Filed on Nov 13, 2018
34,991
N/A
Encana Corp
Q3 2018 Filed on Nov 13, 2018
49,827
N/A
Williams Partners L P New
Q3 2018 Filed on Nov 13, 2018
8,107
N/A
TWOU
2 U, Inc.

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
3,092
$72.11 - $93.91 $223K - $290K
Northwest Nat Gas CO
Q3 2018 Filed on Nov 13, 2018
16,070
N/A
CHTR
Charter Communications, Inc.

Communication Services
Q3 2018 Filed on Nov 13, 2018
1,260
$274.65 - $332.59 $346K - $419K
Spectrum Brands Hldgs Inc
Q3 2018 Filed on Nov 13, 2018
5,974
N/A
Nuveen High Income 2020 Targ
Q3 2018 Filed on Nov 13, 2018
10,000
N/A
HDB
Hdfc Bank LTD

Financial Services
Q3 2018 Filed on Nov 13, 2018
2,266
$45.7 - $55.72 $104K - $126K
IBN
Icici Bank LTD

Financial Services
Q3 2018 Filed on Nov 13, 2018
12,650
$7.72 - $9.77 $97.7K - $124K
WDC
Western Digital Corp

Technology
Q2 2018 Filed on Aug 08, 2018
2,513
$76.77 - $92.51 $193K - $232K
Monsanto CO New
Q2 2018 Filed on Aug 08, 2018
13,839
N/A
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q2 2018 Filed on Aug 08, 2018
20,780
$14.15 - $17.55 $294K - $365K
Colony Northstar Inc
Q2 2018 Filed on Aug 08, 2018
10,775
N/A
Wheeler Real Estate Invt Tr
Q2 2018 Filed on Aug 08, 2018
41,491
N/A
Broadcom LTD
Q2 2018 Filed on Aug 08, 2018
3,481
N/A
DIN
Dine Brands Global, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 08, 2018
7,120
$62.51 - $82.16 $445K - $585K
Westar Energy Inc
Q2 2018 Filed on Aug 08, 2018
4,258
N/A
Time Warner Inc
Q2 2018 Filed on Aug 08, 2018
2,390
N/A
Great Elm Cap Corp
Q2 2018 Filed on Aug 08, 2018
17,606
N/A
Trovagene Inc
Q2 2018 Filed on Aug 08, 2018
17,359
N/A
Ashford Hospitality Prime In
Q2 2018 Filed on Aug 08, 2018
11,890
N/A
Ev Energy Partners LP
Q2 2018 Filed on Aug 08, 2018
76,092
N/A
Legg Mason Inc
Q2 2018 Filed on Aug 08, 2018
5,321
N/A
Chicago Bridge & Iron CO N V
Q2 2018 Filed on Aug 08, 2018
13,115
N/A
BIG
Big Lots Inc

Consumer Defensive
Q2 2018 Filed on Aug 08, 2018
6,440
$38.69 - $44.42 $249K - $286K
New York Reit Inc
Q1 2018 Filed on May 15, 2018
18,950
N/A
VMW
Vmware, Inc.

Technology
Q1 2018 Filed on May 15, 2018
2,014
$108.46 - $150.0 $218K - $302K
Prospect Capital Corporation
Q1 2018 Filed on May 15, 2018
211,000
N/A
PCG
Pg&E Corp

Utilities
Q1 2018 Filed on May 15, 2018
5,563
$38.24 - $45.23 $213K - $252K
New Sr Invt Group Inc
Q4 2017 Filed on Feb 14, 2018
10,095
N/A
Barclays Bank PLC
Q4 2017 Filed on Feb 14, 2018
88,000
N/A
Quintiles Ims Holdings Inc
Q4 2017 Filed on Feb 14, 2018
10,905
N/A
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