AR
ALTV

Advisory Research’s Alteva ALTV Stock Holding History

Advisory Research’s Portfolio ALTV Stock Details ALTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-96,858
Closed -$753K – 343
2013
Q3 		$753K Sell
96,858
-38,622
-29% -$327K 0.01% 254
2013
Q2 		$1.34M Buy
+135,480
New +$1.32M 0.02% 224

Other funds holding ALTV

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisory Research's ALTV Position: Q4 2013 in Review

Advisory Research sold out of Alteva (ALTV) in Q4 2013, closing a stake of 96,858 shares — an estimated $753K sold.

Advisory Research first reported a position in ALTV in Q2 2013 and held it in 2 quarters. The position peaked at $1.34M in Q2 2013. 23 funds tracked by Wall St. Rank hold ALTV as of Q4 2013.

  • Advisory Research reported no remaining Alteva position as of Q4 2013 after selling out during the quarter.
  • Advisory Research sold 96,858 Alteva shares in Q4 2013, an estimated $753K.
  • Advisory Research first reported a position in Alteva in Q2 2013 and held it in 2 quarters.
  • Advisory Research's Alteva position peaked at $1.34M in Q2 2013.
  • 23 funds tracked by Wall St. Rank held Alteva as of Q4 2013.

Based on Advisory Research's 13F filing for Q4 2013, filed 14 Feb 2014.