IAA
OBE

Independent Advisor Alliance’s Obsidian Energy OBE Stock Holding History

Independent Advisor Alliance’s Portfolio OBE Stock Details OBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,266
Closed -$7K – 706
2019
Q4 		$7K Hold
10,266
– – ﹤0.01% 883
2019
Q3 		$6K Hold
10,266
– – ﹤0.01% 451
2019
Q2 		$0 Buy
10,266
+8,555
+500% +$15.4K ﹤0.01% 456
2019
Q1 		$3K Buy
+1,711
New +$4.55K ﹤0.01% 440

Other funds holding OBE

PCM
Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCAP
Pratt Collard Advisory Partners Buffalo, New York $150M AUM 51.02% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Independent Advisor Alliance sold out of Obsidian Energy (OBE) in Q1 2020, closing a stake of 10,266 shares — an estimated $7K sold.

Independent Advisor Alliance first reported a position in OBE in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 54 funds tracked by Wall St. Rank hold OBE as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Obsidian Energy position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,266 Obsidian Energy shares in Q1 2020, an estimated $7K.
  • Independent Advisor Alliance first reported a position in Obsidian Energy in Q1 2019 and held it in 4 quarters.
  • Independent Advisor Alliance's Obsidian Energy position peaked at $7K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held Obsidian Energy as of Q1 2020.

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