WA
ALR

WealthTrust-Arizona’s AlerisLife Inc ALR Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$1K Sell
170
-90
-35% -$527 ﹤0.01% 659
2018
Q3 		$2K Hold
260
– – ﹤0.01% 615
2018
Q2 		$4K Hold
260
– – ﹤0.01% 537
2018
Q1 		$3K Hold
260
– – ﹤0.01% 551
2017
Q4 		$4K Hold
260
– – ﹤0.01% 535
2017
Q3 		$4K Hold
260
– – ﹤0.01% 534
2017
Q2 		$4K Buy
260
+50
+24% +$905 ﹤0.01% 516
2017
Q1 		$5K Hold
210
– – ﹤0.01% 476
2016
Q4 		$6K Sell
210
-50
-19% -$1.33K ﹤0.01% 461
2016
Q3 		$5K Buy
260
+90
+53% +$1.92K ﹤0.01% 484
2016
Q2 		$4K Sell
170
-20
-11% -$431 ﹤0.01% 502
2016
Q1 		$4K Buy
190
+30
+19% +$736 ﹤0.01% 496
2015
Q4 		$5K Hold
160
– – ﹤0.01% 494
2015
Q3 		$5K Buy
+160
New +$6.07K ﹤0.01% 484

Other funds holding ALR

AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return

WealthTrust-Arizona's ALR Position: Q4 2018 in Review

WealthTrust-Arizona reduced its AlerisLife Inc (ALR) stake by 35% in Q4 2018, selling an estimated $527 and leaving 170 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

WealthTrust-Arizona first reported a position in ALR in Q3 2015 and has held it in 14 quarters since. The position peaked at $6K in Q4 2016. 44 funds tracked by Wall St. Rank hold ALR as of Q4 2018.

  • WealthTrust-Arizona held 170 shares of AlerisLife Inc worth $1K as of Q4 2018.
  • WealthTrust-Arizona sold 90 AlerisLife Inc shares in Q4 2018, an estimated $527.
  • AlerisLife Inc made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #659 holding.
  • WealthTrust-Arizona first reported a position in AlerisLife Inc in Q3 2015 and has held it in 14 quarters since.
  • WealthTrust-Arizona's AlerisLife Inc position peaked at $6K in Q4 2016.
  • 44 funds tracked by Wall St. Rank held AlerisLife Inc as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.