Placemark Investments’s Align Technology ALGN Stock Holding History

Placemark Investments’s Portfolio ALGN Stock Details ALGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$432K	Buy	7,723 +267	+4%	+$14.1K	0.01%	1242
2014 Q3	$384K	Buy	7,456 +1,873	+34%	+$102K	0.01%	1284
2014 Q2	$312K	Sell	5,583 -732	-12%	-$38.1K	0.01%	1372
2014 Q1	$325K	Buy	6,315 +834	+15%	+$46.7K	0.01%	1304
2013 Q4	$312K	Sell	5,481 -130	-2%	-$7K	0.01%	1332
2013 Q3	$268K	Sell	5,611 -486	-8%	-$21.2K	0.01%	1367
2013 Q2	$226K	Buy	+6,097	New	+$210K	﹤0.01%	1399

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Placemark Investments's ALGN Position: Q4 2014 in Review

Placemark Investments increased its Align Technology (ALGN) stake by 3.6% in Q4 2014, buying an estimated $14.1K and bringing the position to 7,723 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #1242.

Placemark Investments first reported a position in ALGN in Q2 2013 and has held it in 7 quarters since. 283 funds tracked by Wall St. Rank hold ALGN as of Q4 2014.

Placemark Investments held 7,723 shares of Align Technology worth $432K as of Q4 2014.
Placemark Investments bought 267 Align Technology shares in Q4 2014, an estimated $14.1K.
Align Technology made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1242 holding.
Placemark Investments first reported a position in Align Technology in Q2 2013 and has held it in 7 quarters since.
283 funds tracked by Wall St. Rank held Align Technology as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.