PCM
ALPS

Pointe Capital Management’s Alpine Summit Energy Partners ALPS Stock Holding History

Pointe Capital Management’s Portfolio ALPS Stock Details ALPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,000
Closed -$500 – 408
2023
Q1 		$500 Buy
+1,000
New +$3.24K ﹤0.01% 401

Other funds holding ALPS

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pointe Capital Management's ALPS Position: Q2 2023 in Review

Pointe Capital Management sold out of Alpine Summit Energy Partners (ALPS) in Q2 2023, closing a stake of 1,000 shares — an estimated $500 sold.

Pointe Capital Management first reported a position in ALPS in Q1 2023 and held it in 1 quarter. The position peaked at $500 in Q1 2023. 12 funds tracked by Wall St. Rank hold ALPS as of Q2 2023.

  • Pointe Capital Management reported no remaining Alpine Summit Energy Partners position as of Q2 2023 after selling out during the quarter.
  • Pointe Capital Management sold 1,000 Alpine Summit Energy Partners shares in Q2 2023, an estimated $500.
  • Pointe Capital Management first reported a position in Alpine Summit Energy Partners in Q1 2023 and held it in 1 quarter.
  • Pointe Capital Management's Alpine Summit Energy Partners position peaked at $500 in Q1 2023.
  • 12 funds tracked by Wall St. Rank held Alpine Summit Energy Partners as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.