IAA
DF

Independent Advisor Alliance’s Dean Foods Company DF Stock Holding History

Independent Advisor Alliance’s Portfolio DF Stock Details DF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10,696
Closed -$207K – 433
2017
Q1 		$207K Buy
10,696
+385
+4% +$7.53K 0.03% 376
2016
Q4 		$205K Buy
+10,311
New +$196K 0.09% 175

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AL
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Independent Advisor Alliance's DF Position: Q2 2017 in Review

Independent Advisor Alliance sold out of Dean Foods Company (DF) in Q2 2017, closing a stake of 10,696 shares — an estimated $207K sold.

Independent Advisor Alliance first reported a position in DF in Q4 2016 and held it in 2 quarters. The position peaked at $207K in Q1 2017. 247 funds tracked by Wall St. Rank hold DF as of Q2 2017.

  • Independent Advisor Alliance reported no remaining Dean Foods Company position as of Q2 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,696 Dean Foods Company shares in Q2 2017, an estimated $207K.
  • Independent Advisor Alliance first reported a position in Dean Foods Company in Q4 2016 and held it in 2 quarters.
  • Independent Advisor Alliance's Dean Foods Company position peaked at $207K in Q1 2017.
  • 247 funds tracked by Wall St. Rank held Dean Foods Company as of Q2 2017.

Based on Independent Advisor Alliance's 13F filing for Q2 2017, filed 14 Aug 2017.