West Oak Capital’s Alcon ALC Stock Holding History

West Oak Capital’s Portfolio ALC Stock Details ALC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-120	Closed	-$7K	–	284
2019 Q3	$7K	Hold	120	–	–	﹤0.01%	253
2019 Q2	$7K	Buy	+120	New	+$7.04K	﹤0.01%	262

Other funds holding ALC

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

West Oak Capital's ALC Position: Q4 2019 in Review

West Oak Capital sold out of Alcon (ALC) in Q4 2019, closing a stake of 120 shares — an estimated $7K sold.

West Oak Capital first reported a position in ALC in Q2 2019 and held it in 2 quarters. The position peaked at $7K in Q3 2019. 584 funds tracked by Wall St. Rank hold ALC as of Q4 2019.

West Oak Capital reported no remaining Alcon position as of Q4 2019 after selling out during the quarter.
West Oak Capital sold 120 Alcon shares in Q4 2019, an estimated $7K.
West Oak Capital first reported a position in Alcon in Q2 2019 and held it in 2 quarters.
West Oak Capital's Alcon position peaked at $7K in Q3 2019.
584 funds tracked by Wall St. Rank held Alcon as of Q4 2019.

Based on West Oak Capital's 13F filing for Q4 2019, filed 9 Jan 2020.