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Independent Advisor Alliance’s Brunswick BC Stock Holding History

Independent Advisor Alliance’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,172
Closed -$211K – 408
2018
Q3 		$211K Sell
3,172
-209
-6% -$13.8K 0.04% 338
2018
Q2 		$218K Buy
+3,381
New +$211K 0.05% 305

Other funds holding BC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Independent Advisor Alliance's BC Position: Q4 2018 in Review

Independent Advisor Alliance sold out of Brunswick (BC) in Q4 2018, closing a stake of 3,172 shares — an estimated $211K sold.

Independent Advisor Alliance first reported a position in BC in Q2 2018 and held it in 2 quarters. The position peaked at $218K in Q2 2018. 341 funds tracked by Wall St. Rank hold BC as of Q4 2018.

  • Independent Advisor Alliance reported no remaining Brunswick position as of Q4 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,172 Brunswick shares in Q4 2018, an estimated $211K.
  • Independent Advisor Alliance first reported a position in Brunswick in Q2 2018 and held it in 2 quarters.
  • Independent Advisor Alliance's Brunswick position peaked at $218K in Q2 2018.
  • 341 funds tracked by Wall St. Rank held Brunswick as of Q4 2018.

Based on Independent Advisor Alliance's 13F filing for Q4 2018, filed 12 Feb 2019.