Independent Advisor Alliance’s Ally Financial ALLY Stock Holding History

Independent Advisor Alliance’s Portfolio ALLY Stock Details ALLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-20,232	Closed	-$618K	–	434
2019 Q4	$618K	Buy	20,232 +3,236	+19%	+$101K	0.03%	485
2019 Q3	$564K	Sell	16,996 -1,327	-7%	-$43K	0.07%	237
2019 Q2	$568K	Sell	18,323 -955	-5%	-$28.2K	0.08%	210
2019 Q1	$530K	Buy	19,278 +3	+0%	+$78	0.07%	227
2018 Q4	$437K	Sell	19,275 -2,110	-10%	-$52.8K	0.08%	226
2018 Q3	$557K	Sell	21,385 -2,031	-9%	-$55.1K	0.1%	182
2018 Q2	$609K	Buy	23,416 +2	+0%	+$53	0.13%	166
2018 Q1	$619K	Buy	23,414 +669	+3%	+$19.2K	0.14%	167
2017 Q4	$678K	Buy	22,745 +8,703	+62%	+$231K	0.15%	152
2017 Q3	$342K	Buy	+14,042	New	+$313K	0.09%	190

Other funds holding ALLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Independent Advisor Alliance's ALLY Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Ally Financial (ALLY) in Q1 2020, closing a stake of 20,232 shares — an estimated $618K sold.

Independent Advisor Alliance first reported a position in ALLY in Q3 2017 and held it in 10 quarters. The position peaked at $678K in Q4 2017. 423 funds tracked by Wall St. Rank hold ALLY as of Q1 2020.

Independent Advisor Alliance reported no remaining Ally Financial position as of Q1 2020 after selling out during the quarter.
Independent Advisor Alliance sold 20,232 Ally Financial shares in Q1 2020, an estimated $618K.
Independent Advisor Alliance first reported a position in Ally Financial in Q3 2017 and held it in 10 quarters.
Independent Advisor Alliance's Ally Financial position peaked at $678K in Q4 2017.
423 funds tracked by Wall St. Rank held Ally Financial as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.