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Alterna Wealth Management’s Ceco Environmental CECO Stock Holding History

Alterna Wealth Management’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-89,920
Closed -$607K – 146
2018
Q4 		$607K Buy
+89,920
New +$688K 0.1% 149

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GIC
GFI Investment Counsel Toronto, Ontario, Canada $737M AUM 5.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alterna Wealth Management's CECO Position: Q1 2019 in Review

Alterna Wealth Management sold out of Ceco Environmental (CECO) in Q1 2019, closing a stake of 89,920 shares — an estimated $607K sold.

Alterna Wealth Management first reported a position in CECO in Q4 2018 and held it in 1 quarter. The position peaked at $607K in Q4 2018. 115 funds tracked by Wall St. Rank hold CECO as of Q1 2019.

  • Alterna Wealth Management reported no remaining Ceco Environmental position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 89,920 Ceco Environmental shares in Q1 2019, an estimated $607K.
  • Alterna Wealth Management first reported a position in Ceco Environmental in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Ceco Environmental position peaked at $607K in Q4 2018.
  • 115 funds tracked by Wall St. Rank held Ceco Environmental as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.