Alpine Woods Capital Investors’s J G WENTWORTH CO CL A COM STK (DE) JGW Stock Holding History

Alpine Woods Capital Investors’s Portfolio JGW Stock Details JGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-12,500	Closed	-$155K	–	501
2014 Q3	$155K	Hold	12,500	–	–	0.01%	436
2014 Q2	$141	Hold	12,500	–	–	﹤0.01%	429
2014 Q1	$228K	Hold	12,500	–	–	0.01%	402
2013 Q4	$217K	Buy	+12,500	New	+$197K	0.01%	376

Other funds holding JGW

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCM

Trishield Capital Management New York $40.3M AUM

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 1-Year Est. Return

WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Alpine Woods Capital Investors's JGW Position: Q4 2014 in Review

Alpine Woods Capital Investors sold out of J G WENTWORTH CO CL A COM STK (DE) (JGW) in Q4 2014, closing a stake of 12,500 shares — an estimated $155K sold.

Alpine Woods Capital Investors first reported a position in JGW in Q4 2013 and held it in 4 quarters. The position peaked at $228K in Q1 2014. 53 funds tracked by Wall St. Rank hold JGW as of Q4 2014.

Alpine Woods Capital Investors reported no remaining J G WENTWORTH CO CL A COM STK (DE) position as of Q4 2014 after selling out during the quarter.
Alpine Woods Capital Investors sold 12,500 J G WENTWORTH CO CL A COM STK (DE) shares in Q4 2014, an estimated $155K.
Alpine Woods Capital Investors first reported a position in J G WENTWORTH CO CL A COM STK (DE) in Q4 2013 and held it in 4 quarters.
Alpine Woods Capital Investors's J G WENTWORTH CO CL A COM STK (DE) position peaked at $228K in Q1 2014.
53 funds tracked by Wall St. Rank held J G WENTWORTH CO CL A COM STK (DE) as of Q4 2014.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2014, filed 10 Feb 2015.