Steward Partners Investment Advisory’s Infrastructure and Energy Alternatives, Inc. Common Stock IEA Stock Holding History

Steward Partners Investment Advisory’s Portfolio IEA Stock Details IEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-765	Closed	-$1K	–	2818
2019 Q2	$1K	Buy	+765	New	+$2.89K	﹤0.01%	2576
2018 Q4	–	Sell	-7,334	Closed	-$77K	–	2358
2018 Q3	$77K	Buy	7,334 +1,068	+17%	+$10.9K	﹤0.01%	1022
2018 Q2	$58K	Buy	+6,266	New	+$57.9K	﹤0.01%	1052

Other funds holding IEA

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

HCM

Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Steward Partners Investment Advisory's IEA Position: Q3 2019 in Review

Steward Partners Investment Advisory sold out of Infrastructure and Energy Alternatives, Inc. Common Stock (IEA) in Q3 2019, closing a stake of 765 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in IEA in Q2 2018 and held it in 3 quarters. The position peaked at $77K in Q3 2018. 27 funds tracked by Wall St. Rank hold IEA as of Q3 2019.

Steward Partners Investment Advisory reported no remaining Infrastructure and Energy Alternatives, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
Steward Partners Investment Advisory sold 765 Infrastructure and Energy Alternatives, Inc. Common Stock shares in Q3 2019, an estimated $1K.
Steward Partners Investment Advisory first reported a position in Infrastructure and Energy Alternatives, Inc. Common Stock in Q2 2018 and held it in 3 quarters.
Steward Partners Investment Advisory's Infrastructure and Energy Alternatives, Inc. Common Stock position peaked at $77K in Q3 2018.
27 funds tracked by Wall St. Rank held Infrastructure and Energy Alternatives, Inc. Common Stock as of Q3 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2019, filed 30 Oct 2019.