IAA
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Independent Advisor Alliance’s Great Elm Capital Corp GECC Stock Holding History

Independent Advisor Alliance’s Portfolio GECC Stock Details GECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,934
Closed -$164K – 373
2018
Q1 		$164K Sell
2,934
-1,176
-29% -$69K 0.04% 320
2017
Q4 		$250K Buy
+4,110
New +$246K 0.06% 269

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CL
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SKK
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MSAM
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LTFS
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