WAM
ALR

Wealthspire Advisors (Maryland)’s Alere Inc ALR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ALR Stock Details ALR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-46
Closed -$2K – 2659
2017
Q3 		$2K Sell
46
-642
-93% -$32.1K ﹤0.01% 2046
2017
Q2 		$35K Buy
688
+12
+2% +$578 ﹤0.01% 1081
2017
Q1 		$27K Buy
676
+656
+3,280% +$25.6K ﹤0.01% 989
2016
Q4 		$1K Hold
20
– – ﹤0.01% 1730
2016
Q3 		$1K Sell
20
-37
-65% -$1.51K ﹤0.01% 1707
2016
Q2 		$2K Sell
57
-2,520
-98% -$109K ﹤0.01% 1567
2016
Q1 		$130K Sell
2,577
-6,303
-71% -$302K 0.02% 466
2015
Q4 		$347K Buy
+8,880
New +$381K 0.06% 225

Wealthspire Advisors (Maryland)'s ALR Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Alere Inc (ALR) in Q4 2017, closing a stake of 46 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in ALR in Q4 2015 and held it in 8 quarters. The position peaked at $347K in Q4 2015. 0 funds tracked by Wall St. Rank hold ALR as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Alere Inc position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 46 Alere Inc shares in Q4 2017, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Alere Inc in Q4 2015 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Alere Inc position peaked at $347K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held Alere Inc as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.