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Kalos Management’s Alamo Group ALG Stock Holding History

Kalos Management’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,694
Closed -$515K – 165
2018
Q2 		$515K Buy
+4,694
New +$476K 0.23% 107
2018
Q1 		– Sell
-4,125
Closed -$465K – 129
2017
Q4 		$465K Buy
4,125
+506
+14% +$56.6K 0.22% 127
2017
Q3 		$388K Buy
+3,619
New +$339K 0.25% 107

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kalos Management's ALG Position: Q3 2018 in Review

Kalos Management sold out of Alamo Group (ALG) in Q3 2018, closing a stake of 4,694 shares — an estimated $515K sold.

Kalos Management first reported a position in ALG in Q3 2017 and held it in 3 quarters. The position peaked at $515K in Q2 2018. 149 funds tracked by Wall St. Rank hold ALG as of Q3 2018.

  • Kalos Management reported no remaining Alamo Group position as of Q3 2018 after selling out during the quarter.
  • Kalos Management sold 4,694 Alamo Group shares in Q3 2018, an estimated $515K.
  • Kalos Management first reported a position in Alamo Group in Q3 2017 and held it in 3 quarters.
  • Kalos Management's Alamo Group position peaked at $515K in Q2 2018.
  • 149 funds tracked by Wall St. Rank held Alamo Group as of Q3 2018.

Based on Kalos Management's 13F filing for Q3 2018, filed 14 Nov 2018.