Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
  City: GREENWOOD VILLAGE
  State: CO
  Zip: 80111
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $289,327,000
  Total Value Change : $30,660,000
  Securities Held Change : 0
   
All Securities Held : 34
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 11
  Unchanged Positions : 10
  Decreased Positions : 10

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 11     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IMXI)1 Year Chart         IMXI International Money Express... 4 - $20.72 $20,740,000 908,451 7.17% 1,263,000 26,758 2.386    N/A
   (BSM)1 Year Chart         BSM Black Stone Minerals, L.p. 5 - $16.23 $19,804,000 1,239,299 6.84% 311,000 17,910 0.599    N/A
   (BTI)1 Year Chart         BTI British American Tobacco (ADR) 6 - $31.35 $18,938,000 620,930 6.55% 6,931,000 210,994 0.027    Cigarettes & Other To...
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 8 - $28.65 $15,392,000 527,475 5.32% 1,753,000 9,848 0.024    Independent Oil & Gas
   (PM)1 Year Chart         PM Philip Morris International... 9 - $99.59 $12,854,000 140,296 4.44% 3,747,000 43,500 0.009    Cigarettes & Other To...
   (LBRDK)1 Year Chart         LBRDK Liberty Broadband Corporation 10 - $53.39 $12,600,000 220,165 4.35% 6,683,000 146,746 0.147    N/A
   (KMI)1 Year Chart         KMI Kinder Morgan Inc 12 - $19.84 $11,891,000 648,388 4.11% 2,521,000 117,189 0.029    Gas Utilities
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 13 - $39.21 $9,762,000 225,196 3.37% 19,000 2,997 0.005    CATV Systems
   (TBK)1 Year Chart         TBK Triumph Bancorp, Inc. 14 - $76.10 $8,521,000 107,427 2.95% 8,521,000 107,427 0.432    N/A
   (CNQ)1 Year Chart         CNQ Canadian Natural Resource (... 17 - $77.26 $5,495,000 71,998 1.9% 5,280,000 68,712 0.006    Independent Oil & Gas
   (QRTEB)1 Year Chart         QRTEB Qurate Retail Inc 20 - $0.75 $2,649,000 2,153,766 0.92% 837,000 84,416 0.555    Entertainment - Diver...

      11 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results