HVIA
ALTV

Hudson Valley Investment Advisors’s Alteva ALTV Stock Holding History

Hudson Valley Investment Advisors’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
2015
Q1 		– Sell
-29,155
Closed -$206K – 135
2014
Q4 		$206K Sell
29,155
-5,977
-17% -$42.4K 0.08% 116
2014
Q3 		$248K Sell
35,132
-4,467
-11% -$30K 0.11% 110
2014
Q2 		$273K Sell
39,599
-11,092
-22% -$77K 0.12% 110
2014
Q1 		$421K Sell
50,691
-1,251
-2% -$10.7K 0.18% 85
2013
Q4 		$424K Sell
51,942
-3,096
-6% -$25.1K 0.19% 86
2013
Q3 		$428K Sell
55,038
-26,138
-32% -$221K 0.21% 81
2013
Q2 		$802K Buy
+81,176
New +$794K 0.38% 62

Other funds holding ALTV

JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 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 $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hudson Valley Investment Advisors's ALTV Position: Q1 2015 in Review

Hudson Valley Investment Advisors sold out of Alteva (ALTV) in Q1 2015, closing a stake of 29,155 shares — an estimated $206K sold.

Hudson Valley Investment Advisors first reported a position in ALTV in Q2 2013 and held it in 7 quarters. The position peaked at $802K in Q2 2013. 24 funds tracked by Wall St. Rank hold ALTV as of Q1 2015.

  • Hudson Valley Investment Advisors reported no remaining Alteva position as of Q1 2015 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 29,155 Alteva shares in Q1 2015, an estimated $206K.
  • Hudson Valley Investment Advisors first reported a position in Alteva in Q2 2013 and held it in 7 quarters.
  • Hudson Valley Investment Advisors's Alteva position peaked at $802K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held Alteva as of Q1 2015.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2015, filed 27 Apr 2015.