AIS
IVC

AlphaOne Investment Services’s Invacare Corporation IVC Stock Holding History

AlphaOne Investment Services’s Portfolio IVC Stock Details IVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-301,163
Closed -$4.38M – 229
2018
Q3 		$4.38M Sell
301,163
-129,782
-30% -$2.15M 1.3% 41
2018
Q2 		$8.02M Sell
430,945
-8,584
-2% -$155K 2.31% 3
2018
Q1 		$7.65M Sell
439,529
-20,760
-5% -$366K 2.1% 3
2017
Q4 		$7.76M Buy
460,289
+3,532
+0.8% +$57.5K 2.34% 2
2017
Q3 		$7.19M Buy
456,757
+1,990
+0.4% +$28.4K 1.91% 6
2017
Q2 		$6M Buy
454,767
+104,919
+30% +$1.38M 1.62% 14
2017
Q1 		$4.16M Buy
349,848
+11,069
+3% +$133K 1.05% 30
2016
Q4 		$4.42M Buy
338,779
+62,100
+22% +$715K 1.23% 24
2016
Q3 		$3.09M Sell
276,679
-64,574
-19% -$777K 1.01% 49
2016
Q2 		$4.14M Buy
341,253
+54,253
+19% +$640K 1.53% 14
2016
Q1 		$3.78M Sell
287,000
-6,274
-2% -$89K 1.55% 20
2015
Q4 		$5.1M Sell
293,274
-13,392
-4% -$242K 1.82% 5
2015
Q3 		$4.44M Buy
306,666
+43,677
+17% +$764K 1.89% 13
2015
Q2 		$5.69M Buy
262,989
+44,039
+20% +$933K 2% 9
2015
Q1 		$4.25M Buy
+218,950
New +$3.79M 1.6% 17

Other funds holding IVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 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 $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KAM
Krensavage Asset Management New York $263M AUM 66.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AlphaOne Investment Services's IVC Position: Q4 2018 in Review

AlphaOne Investment Services sold out of Invacare Corporation (IVC) in Q4 2018, closing a stake of 301,163 shares — an estimated $4.38M sold.

AlphaOne Investment Services first reported a position in IVC in Q1 2015 and held it in 15 quarters. The position peaked at $8.02M in Q2 2018. 149 funds tracked by Wall St. Rank hold IVC as of Q4 2018.

  • AlphaOne Investment Services reported no remaining Invacare Corporation position as of Q4 2018 after selling out during the quarter.
  • AlphaOne Investment Services sold 301,163 Invacare Corporation shares in Q4 2018, an estimated $4.38M.
  • AlphaOne Investment Services first reported a position in Invacare Corporation in Q1 2015 and held it in 15 quarters.
  • AlphaOne Investment Services's Invacare Corporation position peaked at $8.02M in Q2 2018.
  • 149 funds tracked by Wall St. Rank held Invacare Corporation as of Q4 2018.

Based on AlphaOne Investment Services's 13F filing for Q4 2018, filed 12 Feb 2019.