IAA
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Independent Advisor Alliance’s Towne Bank TOWN Stock Holding History

Independent Advisor Alliance’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-9,034
Closed -$216K – 471
2018
Q4 		$216K Hold
9,034
– – 0.04% 354
2018
Q3 		$271K Hold
9,034
– – 0.05% 280
2018
Q2 		$290K Hold
9,034
– – 0.06% 250
2018
Q1 		$254K Hold
9,034
– – 0.06% 273
2017
Q4 		$283K Sell
9,034
-300
-3% -$10K 0.06% 250
2017
Q3 		$321K Sell
9,334
-500
-5% -$15.6K 0.09% 204
2017
Q2 		$303K Hold
9,834
– – 0.1% 184
2017
Q1 		$308K Hold
9,834
– – 0.05% 298
2016
Q4 		$313K Buy
+9,834
New +$283K 0.13% 137

Other funds holding TOWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RT
Reliance Trust Atlanta, Georgia $27.5M AUM 6.41% 1-Year Est. Return

Independent Advisor Alliance's TOWN Position: Q1 2019 in Review

Independent Advisor Alliance sold out of Towne Bank (TOWN) in Q1 2019, closing a stake of 9,034 shares — an estimated $216K sold.

Independent Advisor Alliance first reported a position in TOWN in Q4 2016 and held it in 9 quarters. The position peaked at $321K in Q3 2017. 143 funds tracked by Wall St. Rank hold TOWN as of Q1 2019.

  • Independent Advisor Alliance reported no remaining Towne Bank position as of Q1 2019 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,034 Towne Bank shares in Q1 2019, an estimated $216K.
  • Independent Advisor Alliance first reported a position in Towne Bank in Q4 2016 and held it in 9 quarters.
  • Independent Advisor Alliance's Towne Bank position peaked at $321K in Q3 2017.
  • 143 funds tracked by Wall St. Rank held Towne Bank as of Q1 2019.

Based on Independent Advisor Alliance's 13F filing for Q1 2019, filed 7 May 2019.