WEC
ALEX

Winslow Evans & Crocker’s Alexander & Baldwin ALEX Stock Holding History

Winslow Evans & Crocker’s Portfolio ALEX Stock Details ALEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-220
Closed -$9K – 1290
2013
Q4 		$9K Buy
+220
New +$8.44K ﹤0.01% 935

Other funds holding ALEX

LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Winslow Evans & Crocker's ALEX Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of Alexander & Baldwin (ALEX) in Q1 2014, closing a stake of 220 shares — an estimated $9K sold.

Winslow Evans & Crocker first reported a position in ALEX in Q4 2013 and held it in 1 quarter. The position peaked at $9K in Q4 2013. 179 funds tracked by Wall St. Rank hold ALEX as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining Alexander & Baldwin position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 220 Alexander & Baldwin shares in Q1 2014, an estimated $9K.
  • Winslow Evans & Crocker first reported a position in Alexander & Baldwin in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's Alexander & Baldwin position peaked at $9K in Q4 2013.
  • 179 funds tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.