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Compass Efficient Model Portfolios’s Alamo Group ALG Stock Holding History

Compass Efficient Model Portfolios’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$8K Hold
138
– – 0.3% 71
2013
Q3 		$7K Hold
138
– – 0.05% 58
2013
Q2 		$6K Buy
+138
New +$5.64K ﹤0.01% 58

Other funds holding ALG

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Compass Efficient Model Portfolios's ALG Position: Q4 2013 in Review

Compass Efficient Model Portfolios held its Alamo Group (ALG) position steady in Q4 2013 at 138 shares worth $8K. The position accounts for 0.3% of the portfolio, ranked #71.

Compass Efficient Model Portfolios first reported a position in ALG in Q2 2013 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold ALG as of Q4 2013.

  • Compass Efficient Model Portfolios held 138 shares of Alamo Group worth $8K as of Q4 2013.
  • Compass Efficient Model Portfolios left its Alamo Group share count unchanged in Q4 2013.
  • Alamo Group made up 0.3% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #71 holding.
  • Compass Efficient Model Portfolios first reported a position in Alamo Group in Q2 2013 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Alamo Group as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.