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Cascade Investment Advisors’s Alcon ALC Stock Holding History

Cascade Investment Advisors’s Portfolio ALC Stock Details ALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-50
Closed -$2.92K – 253
2019
Q3 		$2.92K Sell
50
-3,221
-98% -$193K ﹤0.01% 258
2019
Q2 		$203K Buy
+3,271
New +$192K 0.17% 100

Other funds holding ALC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cascade Investment Advisors's ALC Position: Q4 2019 in Review

Cascade Investment Advisors sold out of Alcon (ALC) in Q4 2019, closing a stake of 50 shares — an estimated $2.92K sold.

Cascade Investment Advisors first reported a position in ALC in Q2 2019 and held it in 2 quarters. The position peaked at $203K in Q2 2019. 585 funds tracked by Wall St. Rank hold ALC as of Q4 2019.

  • Cascade Investment Advisors reported no remaining Alcon position as of Q4 2019 after selling out during the quarter.
  • Cascade Investment Advisors sold 50 Alcon shares in Q4 2019, an estimated $2.92K.
  • Cascade Investment Advisors first reported a position in Alcon in Q2 2019 and held it in 2 quarters.
  • Cascade Investment Advisors's Alcon position peaked at $203K in Q2 2019.
  • 585 funds tracked by Wall St. Rank held Alcon as of Q4 2019.

Based on Cascade Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.