RFCA
ALGN icon

R&F Capital Advisors’s Align Technology ALGN Stock Holding History

R&F Capital Advisors’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
2017
Q1 		– Sell
-2,133
Closed -$205K – 669
2016
Q4 		$205K Buy
+2,133
New +$198K 0.07% 405

Other funds holding ALGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

R&F Capital Advisors's ALGN Position: Q1 2017 in Review

R&F Capital Advisors sold out of Align Technology (ALGN) in Q1 2017, closing a stake of 2,133 shares — an estimated $205K sold.

R&F Capital Advisors first reported a position in ALGN in Q4 2016 and held it in 1 quarter. The position peaked at $205K in Q4 2016. 435 funds tracked by Wall St. Rank hold ALGN as of Q1 2017.

  • R&F Capital Advisors reported no remaining Align Technology position as of Q1 2017 after selling out during the quarter.
  • R&F Capital Advisors sold 2,133 Align Technology shares in Q1 2017, an estimated $205K.
  • R&F Capital Advisors first reported a position in Align Technology in Q4 2016 and held it in 1 quarter.
  • R&F Capital Advisors's Align Technology position peaked at $205K in Q4 2016.
  • 435 funds tracked by Wall St. Rank held Align Technology as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.