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Spectrum Management Group’s Align Technology ALGN Stock Holding History

Spectrum Management Group’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
2016
Q4 		– Sell
-12,520
Closed -$1.17M – 83
2016
Q3 		$1.17M Sell
12,520
-450
-3% -$40.7K 0.47% 30
2016
Q2 		$1.04M Buy
+12,970
New +$992K 0.43% 28

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Spectrum Management Group's ALGN Position: Q4 2016 in Review

Spectrum Management Group sold out of Align Technology (ALGN) in Q4 2016, closing a stake of 12,520 shares — an estimated $1.17M sold.

Spectrum Management Group first reported a position in ALGN in Q2 2016 and held it in 2 quarters. The position peaked at $1.17M in Q3 2016. 435 funds tracked by Wall St. Rank hold ALGN as of Q4 2016.

  • Spectrum Management Group reported no remaining Align Technology position as of Q4 2016 after selling out during the quarter.
  • Spectrum Management Group sold 12,520 Align Technology shares in Q4 2016, an estimated $1.17M.
  • Spectrum Management Group first reported a position in Align Technology in Q2 2016 and held it in 2 quarters.
  • Spectrum Management Group's Align Technology position peaked at $1.17M in Q3 2016.
  • 435 funds tracked by Wall St. Rank held Align Technology as of Q4 2016.

Based on Spectrum Management Group's 13F filing for Q4 2016, filed 30 Jan 2017.