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Williams Jones & Associates’s Alto Ingredients ALTO Stock Holding History

Williams Jones & Associates’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
2015
Q1 		– Sell
-79,762
Closed -$824K – 385
2014
Q4 		$824K Sell
79,762
-65,785
-45% -$803K 0.03% 216
2014
Q3 		$2.03M Buy
145,547
+50,967
+54% +$959K 0.09% 134
2014
Q2 		$1.45M Sell
94,580
-92,150
-49% -$1.28M 0.06% 144
2014
Q1 		$2.91M Buy
186,730
+173,030
+1,263% +$1.75M 0.06% 161
2013
Q4 		$70K Buy
+13,700
New +$50.9K ﹤0.01% 330

Other funds holding ALTO

DI
Dalton Investments Las Vegas, Nevada $111M AUM 7.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
CIG
Candlewood Investment Group Rye, New York $10.1M AUM 30% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCM
Trafelet Capital Management New York $11.8M AUM 13.32% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Williams Jones & Associates's ALTO Position: Q1 2015 in Review

Williams Jones & Associates sold out of Alto Ingredients (ALTO) in Q1 2015, closing a stake of 79,762 shares — an estimated $824K sold.

Williams Jones & Associates first reported a position in ALTO in Q4 2013 and held it in 5 quarters. The position peaked at $2.91M in Q1 2014. 127 funds tracked by Wall St. Rank hold ALTO as of Q1 2015.

  • Williams Jones & Associates reported no remaining Alto Ingredients position as of Q1 2015 after selling out during the quarter.
  • Williams Jones & Associates sold 79,762 Alto Ingredients shares in Q1 2015, an estimated $824K.
  • Williams Jones & Associates first reported a position in Alto Ingredients in Q4 2013 and held it in 5 quarters.
  • Williams Jones & Associates's Alto Ingredients position peaked at $2.91M in Q1 2014.
  • 127 funds tracked by Wall St. Rank held Alto Ingredients as of Q1 2015.

Based on Williams Jones & Associates's 13F filing for Q1 2015, filed 15 May 2015.