IPC
FIA

Independent Portfolio Consultants’s FIAT SPA NEW ADS REP 1 ORD SH FIA Stock Holding History

Independent Portfolio Consultants’s Portfolio FIA Stock Details FIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-89,888
Closed -$736K – 509
2013
Q4 		$736K Buy
89,888
+2,268
+3% +$18.6K 0.26% 118
2013
Q3 		$699K Sell
87,620
-21,632
-20% -$173K 0.28% 112
2013
Q2 		$763K Buy
+109,252
New +$763K 0.34% 72

Other funds holding FIA

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return
HS
Huntington Steele Oaks, Pennsylvania $387M AUM 23.48% 1-Year Est. Return

Independent Portfolio Consultants's FIA Position: Q1 2014 in Review

Independent Portfolio Consultants sold out of FIAT SPA NEW ADS REP 1 ORD SH (FIA) in Q1 2014, closing a stake of 89,888 shares — an estimated $736K sold.

Independent Portfolio Consultants first reported a position in FIA in Q2 2013 and held it in 3 quarters. The position peaked at $763K in Q2 2013. 6 funds tracked by Wall St. Rank hold FIA as of Q1 2014.

  • Independent Portfolio Consultants reported no remaining FIAT SPA NEW ADS REP 1 ORD SH position as of Q1 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 89,888 FIAT SPA NEW ADS REP 1 ORD SH shares in Q1 2014, an estimated $736K.
  • Independent Portfolio Consultants first reported a position in FIAT SPA NEW ADS REP 1 ORD SH in Q2 2013 and held it in 3 quarters.
  • Independent Portfolio Consultants's FIAT SPA NEW ADS REP 1 ORD SH position peaked at $763K in Q2 2013.
  • 6 funds tracked by Wall St. Rank held FIAT SPA NEW ADS REP 1 ORD SH as of Q1 2014.

Based on Independent Portfolio Consultants's 13F filing for Q1 2014, filed 13 May 2014.