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Avior Wealth Management’s Alpha Pro Tech APT Stock Holding History

Avior Wealth Management’s Portfolio APT Stock Details APT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-500
Closed -$2K – 786
2017
Q3 		$2K Buy
+500
New +$1.72K ﹤0.01% 449

Other funds holding APT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Avior Wealth Management's APT Position: Q4 2017 in Review

Avior Wealth Management sold out of Alpha Pro Tech (APT) in Q4 2017, closing a stake of 500 shares — an estimated $2K sold.

Avior Wealth Management first reported a position in APT in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 23 funds tracked by Wall St. Rank hold APT as of Q4 2017.

  • Avior Wealth Management reported no remaining Alpha Pro Tech position as of Q4 2017 after selling out during the quarter.
  • Avior Wealth Management sold 500 Alpha Pro Tech shares in Q4 2017, an estimated $2K.
  • Avior Wealth Management first reported a position in Alpha Pro Tech in Q3 2017 and held it in 1 quarter.
  • Avior Wealth Management's Alpha Pro Tech position peaked at $2K in Q3 2017.
  • 23 funds tracked by Wall St. Rank held Alpha Pro Tech as of Q4 2017.

Based on Avior Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.