United Capital Financial Advisors’s Alto Ingredients ALTO Stock Holding History

United Capital Financial Advisors’s Portfolio ALTO Stock Details ALTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-17,590	Closed	-$84K	–	1215
2015 Q4	$84K	Hold	17,590	–	–	﹤0.01%	1179
2015 Q3	$114K	Hold	17,590	–	–	﹤0.01%	1200
2015 Q2	$182K	Hold	17,590	–	–	﹤0.01%	1193
2015 Q1	$210K	Hold	17,590	–	–	﹤0.01%	1170
2014 Q4	$182K	Hold	17,590	–	–	﹤0.01%	1108
2014 Q3	$246K	Hold	17,590	–	–	﹤0.01%	978
2014 Q2	$269K	Sell	17,590 -2,710	-13%	-$37.5K	0.01%	759
2014 Q1	$316K	Sell	20,300 -7,200	-26%	-$72.6K	0.01%	768
2013 Q4	$140K	Buy	27,500 +17,500	+175%	+$65.1K	﹤0.01%	618
2013 Q3	$35K	Buy	+10,000	New	+$37.9K	﹤0.01%	677

Other funds holding ALTO

Candlewood Investment Group Rye, New York $10.1M AUM 30% 1-Year Est. Return

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return