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MinichMacGregor Wealth Management’s Alpha Pro Tech APT Stock Holding History

MinichMacGregor Wealth Management’s Portfolio APT Stock Details APT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,000
Closed -$7K – 454
2016
Q4 		$7K Hold
2,000
– – 0.01% 304
2016
Q3 		$7K Hold
2,000
– – 0.01% 307
2016
Q2 		$4K Hold
2,000
– – ﹤0.01% 335
2016
Q1 		$3K Buy
+2,000
New +$3.37K ﹤0.01% 336

Other funds holding APT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

MinichMacGregor Wealth Management's APT Position: Q1 2017 in Review

MinichMacGregor Wealth Management sold out of Alpha Pro Tech (APT) in Q1 2017, closing a stake of 2,000 shares — an estimated $7K sold.

MinichMacGregor Wealth Management first reported a position in APT in Q1 2016 and held it in 4 quarters. The position peaked at $7K in Q4 2016. 32 funds tracked by Wall St. Rank hold APT as of Q1 2017.

  • MinichMacGregor Wealth Management reported no remaining Alpha Pro Tech position as of Q1 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2,000 Alpha Pro Tech shares in Q1 2017, an estimated $7K.
  • MinichMacGregor Wealth Management first reported a position in Alpha Pro Tech in Q1 2016 and held it in 4 quarters.
  • MinichMacGregor Wealth Management's Alpha Pro Tech position peaked at $7K in Q4 2016.
  • 32 funds tracked by Wall St. Rank held Alpha Pro Tech as of Q1 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2017, filed 28 Jun 2018.