EWM
ALR

Elite Wealth Management’s Alere Inc ALR Stock Holding History

Elite Wealth Management’s Portfolio ALR Stock Details ALR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-95
Closed -$3K – 760
2013
Q4 		$3K Buy
+95
New +$3.15K ﹤0.01% 613

Other funds holding ALR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
SAM
Steinberg Asset Management New York $154M AUM 41.94% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Elite Wealth Management's ALR Position: Q1 2014 in Review

Elite Wealth Management sold out of Alere Inc (ALR) in Q1 2014, closing a stake of 95 shares — an estimated $3K sold.

Elite Wealth Management first reported a position in ALR in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 194 funds tracked by Wall St. Rank hold ALR as of Q1 2014.

  • Elite Wealth Management reported no remaining Alere Inc position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 95 Alere Inc shares in Q1 2014, an estimated $3K.
  • Elite Wealth Management first reported a position in Alere Inc in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Alere Inc position peaked at $3K in Q4 2013.
  • 194 funds tracked by Wall St. Rank held Alere Inc as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.