Independent Advisor Alliance’s PHI, Inc. PHII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,200	Closed	-$96K	–	491
2018 Q3	$96K	Buy	+10,200	New	+$92.2K	0.02%	367

Other funds holding PHII

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

JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Independent Advisor Alliance sold out of PHI, Inc. (PHII) in Q4 2018, closing a stake of 10,200 shares — an estimated $96K sold.

Independent Advisor Alliance first reported a position in PHII in Q3 2018 and held it in 1 quarter. The position peaked at $96K in Q3 2018. 13 funds tracked by Wall St. Rank hold PHII as of Q4 2018.

Independent Advisor Alliance reported no remaining PHI, Inc. position as of Q4 2018 after selling out during the quarter.
Independent Advisor Alliance sold 10,200 PHI, Inc. shares in Q4 2018, an estimated $96K.
Independent Advisor Alliance first reported a position in PHI, Inc. in Q3 2018 and held it in 1 quarter.
Independent Advisor Alliance's PHI, Inc. position peaked at $96K in Q3 2018.
13 funds tracked by Wall St. Rank held PHI, Inc. as of Q4 2018.

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