WEC
ALR

Winslow Evans & Crocker’s Alere Inc ALR Stock Holding History

Winslow Evans & Crocker’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
2014
Q4 		– Sell
-100
Closed -$3.88K – 1421
2014
Q3 		$3.88K Hold
100
– – ﹤0.01% 1150
2014
Q2 		$3.74K Hold
100
– – ﹤0.01% 1092
2014
Q1 		$3.44K Hold
100
– – ﹤0.01% 1097
2013
Q4 		$4K Buy
+100
New +$3.32K ﹤0.01% 1206

Other funds holding ALR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 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
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SAM
Steinberg Asset Management New York $154M AUM 41.94% 1-Year Est. Return

Winslow Evans & Crocker's ALR Position: Q4 2014 in Review

Winslow Evans & Crocker sold out of Alere Inc (ALR) in Q4 2014, closing a stake of 100 shares — an estimated $3.88K sold.

Winslow Evans & Crocker first reported a position in ALR in Q4 2013 and held it in 4 quarters. The position peaked at $4K in Q4 2013. 191 funds tracked by Wall St. Rank hold ALR as of Q4 2014.

  • Winslow Evans & Crocker reported no remaining Alere Inc position as of Q4 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 100 Alere Inc shares in Q4 2014, an estimated $3.88K.
  • Winslow Evans & Crocker first reported a position in Alere Inc in Q4 2013 and held it in 4 quarters.
  • Winslow Evans & Crocker's Alere Inc position peaked at $4K in Q4 2013.
  • 191 funds tracked by Wall St. Rank held Alere Inc as of Q4 2014.

Based on Winslow Evans & Crocker's 13F filing for Q4 2014, filed 22 Jan 2015.