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

CIG

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

TAM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

BFA

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

BIT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

United Capital Financial Advisors's ALTO Position: Q1 2016 in Review

United Capital Financial Advisors sold out of Alto Ingredients (ALTO) in Q1 2016, closing a stake of 17,590 shares — an estimated $84K sold.

United Capital Financial Advisors first reported a position in ALTO in Q3 2013 and held it in 10 quarters. The position peaked at $316K in Q1 2014. 90 funds tracked by Wall St. Rank hold ALTO as of Q1 2016.

United Capital Financial Advisors reported no remaining Alto Ingredients position as of Q1 2016 after selling out during the quarter.
United Capital Financial Advisors sold 17,590 Alto Ingredients shares in Q1 2016, an estimated $84K.
United Capital Financial Advisors first reported a position in Alto Ingredients in Q3 2013 and held it in 10 quarters.
United Capital Financial Advisors's Alto Ingredients position peaked at $316K in Q1 2014.
90 funds tracked by Wall St. Rank held Alto Ingredients as of Q1 2016.

Based on United Capital Financial Advisors's 13F filing for Q1 2016, filed 11 May 2016.