CHAM
ALTV

Clear Harbor Asset Management’s Alteva ALTV Stock Holding History

Clear Harbor Asset Management’s Portfolio ALTV Stock Details ALTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-16,250
Closed -$126K – 231
2013
Q3 		$126K Buy
+16,250
New +$138K 0.03% 170

Other funds holding ALTV

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Harbor Asset Management's ALTV Position: Q4 2013 in Review

Clear Harbor Asset Management sold out of Alteva (ALTV) in Q4 2013, closing a stake of 16,250 shares — an estimated $126K sold.

Clear Harbor Asset Management first reported a position in ALTV in Q3 2013 and held it in 1 quarter. The position peaked at $126K in Q3 2013. 23 funds tracked by Wall St. Rank hold ALTV as of Q4 2013.

  • Clear Harbor Asset Management reported no remaining Alteva position as of Q4 2013 after selling out during the quarter.
  • Clear Harbor Asset Management sold 16,250 Alteva shares in Q4 2013, an estimated $126K.
  • Clear Harbor Asset Management first reported a position in Alteva in Q3 2013 and held it in 1 quarter.
  • Clear Harbor Asset Management's Alteva position peaked at $126K in Q3 2013.
  • 23 funds tracked by Wall St. Rank held Alteva as of Q4 2013.

Based on Clear Harbor Asset Management's 13F filing for Q4 2013, filed 7 Feb 2014.