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Triangle Securities Wealth Management’s Alamo Group ALG Stock Holding History

Triangle Securities Wealth Management’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-500
Closed -$20K – 130
2013
Q2 		$20K Buy
+500
New +$20.4K 0.01% 376

Other funds holding ALG

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Triangle Securities Wealth Management's ALG Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Alamo Group (ALG) in Q3 2013, closing a stake of 500 shares — an estimated $20K sold.

Triangle Securities Wealth Management first reported a position in ALG in Q2 2013 and held it in 1 quarter. The position peaked at $20K in Q2 2013. 99 funds tracked by Wall St. Rank hold ALG as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Alamo Group position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 500 Alamo Group shares in Q3 2013, an estimated $20K.
  • Triangle Securities Wealth Management first reported a position in Alamo Group in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Alamo Group position peaked at $20K in Q2 2013.
  • 99 funds tracked by Wall St. Rank held Alamo Group as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.