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Hefty Wealth Partners’s Alto Ingredients ALTO Stock Holding History

Hefty Wealth Partners’s Portfolio ALTO Stock Details ALTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-15,000
Closed -$70K – 211
2016
Q1 		$70K Hold
15,000
– – 0.07% 94
2015
Q4 		$71K Buy
+15,000
New +$78.4K 0.07% 97

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Hefty Wealth Partners's ALTO Position: Q2 2016 in Review

Hefty Wealth Partners sold out of Alto Ingredients (ALTO) in Q2 2016, closing a stake of 15,000 shares — an estimated $70K sold.

Hefty Wealth Partners first reported a position in ALTO in Q4 2015 and held it in 2 quarters. The position peaked at $71K in Q4 2015. 92 funds tracked by Wall St. Rank hold ALTO as of Q2 2016.

  • Hefty Wealth Partners reported no remaining Alto Ingredients position as of Q2 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 15,000 Alto Ingredients shares in Q2 2016, an estimated $70K.
  • Hefty Wealth Partners first reported a position in Alto Ingredients in Q4 2015 and held it in 2 quarters.
  • Hefty Wealth Partners's Alto Ingredients position peaked at $71K in Q4 2015.
  • 92 funds tracked by Wall St. Rank held Alto Ingredients as of Q2 2016.

Based on Hefty Wealth Partners's 13F filing for Q2 2016, filed 11 Jul 2016.