IPC
ALO

Independent Portfolio Consultants’s Alio Gold Inc ALO Stock Holding History

Independent Portfolio Consultants’s Portfolio ALO Stock Details ALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-624
Closed -$8K – 902
2014
Q3 		$8K Sell
624
-825
-57% -$13.8K ﹤0.01% 767
2014
Q2 		$25K Sell
1,449
-5
-0.3% -$72 0.01% 747
2014
Q1 		$18K Hold
1,454
– – 0.01% 449
2013
Q4 		$16K Hold
1,454
– – 0.01% 443
2013
Q3 		$24K Sell
1,454
-133
-8% -$2.7K 0.01% 434
2013
Q2 		$35K Buy
+1,587
New +$38.7K 0.02% 425

Other funds holding ALO

SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Independent Portfolio Consultants's ALO Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of Alio Gold Inc (ALO) in Q4 2014, closing a stake of 624 shares — an estimated $8K sold.

Independent Portfolio Consultants first reported a position in ALO in Q2 2013 and held it in 6 quarters. The position peaked at $35K in Q2 2013. 51 funds tracked by Wall St. Rank hold ALO as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining Alio Gold Inc position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 624 Alio Gold Inc shares in Q4 2014, an estimated $8K.
  • Independent Portfolio Consultants first reported a position in Alio Gold Inc in Q2 2013 and held it in 6 quarters.
  • Independent Portfolio Consultants's Alio Gold Inc position peaked at $35K in Q2 2013.
  • 51 funds tracked by Wall St. Rank held Alio Gold Inc as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.