IWA
ITIC

Intercontinental Wealth Advisors’s Investors Title Co ITIC Stock Holding History

Intercontinental Wealth Advisors’s Portfolio ITIC Stock Details ITIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-20
Closed -$3K – 430
2019
Q2 		$3K Hold
20
– – ﹤0.01% 388
2019
Q1 		$3K Hold
20
– – ﹤0.01% 410
2018
Q4 		$4K Buy
+20
New +$3.56K ﹤0.01% 411

Other funds holding ITIC

MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Intercontinental Wealth Advisors's ITIC Position: Q3 2019 in Review

Intercontinental Wealth Advisors sold out of Investors Title Co (ITIC) in Q3 2019, closing a stake of 20 shares — an estimated $3K sold.

Intercontinental Wealth Advisors first reported a position in ITIC in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q4 2018. 64 funds tracked by Wall St. Rank hold ITIC as of Q3 2019.

  • Intercontinental Wealth Advisors reported no remaining Investors Title Co position as of Q3 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 20 Investors Title Co shares in Q3 2019, an estimated $3K.
  • Intercontinental Wealth Advisors first reported a position in Investors Title Co in Q4 2018 and held it in 3 quarters.
  • Intercontinental Wealth Advisors's Investors Title Co position peaked at $4K in Q4 2018.
  • 64 funds tracked by Wall St. Rank held Investors Title Co as of Q3 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.