FPFS
ALR

First Personal Financial Services’s Alere Inc ALR Stock Holding History

First Personal Financial Services’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
2015
Q2 		– Sell
-26
Closed -$2K – 561
2015
Q1 		$2K Hold
26
– – ﹤0.01% 483
2014
Q4 		$0 Buy
+26
New +$1K ﹤0.01% 542

Other funds holding ALR

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EIG
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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
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return

First Personal Financial Services's ALR Position: Q2 2015 in Review

First Personal Financial Services sold out of Alere Inc (ALR) in Q2 2015, closing a stake of 26 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in ALR in Q4 2014 and held it in 2 quarters. The position peaked at $2K in Q1 2015. 220 funds tracked by Wall St. Rank hold ALR as of Q2 2015.

  • First Personal Financial Services reported no remaining Alere Inc position as of Q2 2015 after selling out during the quarter.
  • First Personal Financial Services sold 26 Alere Inc shares in Q2 2015, an estimated $2K.
  • First Personal Financial Services first reported a position in Alere Inc in Q4 2014 and held it in 2 quarters.
  • First Personal Financial Services's Alere Inc position peaked at $2K in Q1 2015.
  • 220 funds tracked by Wall St. Rank held Alere Inc as of Q2 2015.

Based on First Personal Financial Services's 13F filing for Q2 2015, filed 14 Aug 2015.