AlphaOne Investment Services’s Stifel SF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-12,495
| Closed | -$394K | – | 121 |
|
2014
Q2 | $394K | Hold |
12,495
| – | – | 0.11% | 103 |
|
2014
Q1 | $414K | Hold |
12,495
| – | – | 0.1% | 121 |
|
2013
Q4 | $399K | Hold |
12,495
| – | – | 0.09% | 149 |
|
2013
Q3 | $343K | Hold |
12,495
| – | – | 0.09% | 158 |
|
2013
Q2 | $297K | Buy |
+12,495
| New | +$297K | 0.08% | 169 |
|