CCM
ALTV

Coe Capital Management’s Alteva ALTV Stock Holding History

Coe Capital 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
Q3 		– Sell
-16,170
Closed -$159K – 235
2013
Q2 		$159K Buy
+16,170
New +$158K 0.06% 200

Other funds holding ALTV

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 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
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Coe Capital Management's ALTV Position: Q3 2013 in Review

Coe Capital Management sold out of Alteva (ALTV) in Q3 2013, closing a stake of 16,170 shares — an estimated $159K sold.

Coe Capital Management first reported a position in ALTV in Q2 2013 and held it in 1 quarter. The position peaked at $159K in Q2 2013. 23 funds tracked by Wall St. Rank hold ALTV as of Q3 2013.

  • Coe Capital Management reported no remaining Alteva position as of Q3 2013 after selling out during the quarter.
  • Coe Capital Management sold 16,170 Alteva shares in Q3 2013, an estimated $159K.
  • Coe Capital Management first reported a position in Alteva in Q2 2013 and held it in 1 quarter.
  • Coe Capital Management's Alteva position peaked at $159K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held Alteva as of Q3 2013.

Based on Coe Capital Management's 13F filing for Q3 2013, filed 24 Oct 2013.