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Lucus Advisors’s Alto Ingredients ALTO Stock Holding History

Lucus Advisors’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
Q1 		– Sell
-54,647
Closed -$261K – 269
2015
Q4 		$261K Sell
54,647
-14,118
-21% -$73.8K 0.16% 277
2015
Q3 		$446K Buy
68,765
+20,201
+42% +$154K 0.25% 142
2015
Q2 		$501K Sell
48,564
-2,246
-4% -$25.9K 0.24% 145
2015
Q1 		$548K Buy
50,810
+12,017
+31% +$116K 0.28% 51
2014
Q4 		$401K Buy
+38,793
New +$474K 0.18% 266

Other funds holding ALTO

CIG
Candlewood Investment Group Rye, New York $10.1M AUM 30% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lucus Advisors's ALTO Position: Q1 2016 in Review

Lucus Advisors sold out of Alto Ingredients (ALTO) in Q1 2016, closing a stake of 54,647 shares — an estimated $261K sold.

Lucus Advisors first reported a position in ALTO in Q4 2014 and held it in 5 quarters. The position peaked at $548K in Q1 2015. 90 funds tracked by Wall St. Rank hold ALTO as of Q1 2016.

  • Lucus Advisors reported no remaining Alto Ingredients position as of Q1 2016 after selling out during the quarter.
  • Lucus Advisors sold 54,647 Alto Ingredients shares in Q1 2016, an estimated $261K.
  • Lucus Advisors first reported a position in Alto Ingredients in Q4 2014 and held it in 5 quarters.
  • Lucus Advisors's Alto Ingredients position peaked at $548K in Q1 2015.
  • 90 funds tracked by Wall St. Rank held Alto Ingredients as of Q1 2016.

Based on Lucus Advisors's 13F filing for Q1 2016, filed 13 May 2016.