AIM
ALTA

Acrospire Investment Management’s Altabancorp ALTA Stock Holding History

Acrospire Investment Management’s Portfolio ALTA Stock Details ALTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,167
Closed -$31K – 1716
2017
Q2 		$31K Sell
1,167
-942
-45% -$24.7K 0.03% 1266
2017
Q1 		$56K Sell
2,109
-2,718
-56% -$70.4K 0.05% 840
2016
Q4 		$130K Buy
4,827
+654
+16% +$14.6K 0.05% 715
2016
Q3 		$85K Sell
4,173
-600
-13% -$11.4K 0.06% 681
2016
Q2 		$79K Buy
4,773
+4,606
+2,758% +$76.8K 0.06% 679
2016
Q1 		$3K Buy
+167
New +$2.6K ﹤0.01% 1923

Other funds holding ALTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acrospire Investment Management's ALTA Position: Q3 2017 in Review

Acrospire Investment Management sold out of Altabancorp (ALTA) in Q3 2017, closing a stake of 1,167 shares — an estimated $31K sold.

Acrospire Investment Management first reported a position in ALTA in Q1 2016 and held it in 6 quarters. The position peaked at $130K in Q4 2016. 74 funds tracked by Wall St. Rank hold ALTA as of Q3 2017.

  • Acrospire Investment Management reported no remaining Altabancorp position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,167 Altabancorp shares in Q3 2017, an estimated $31K.
  • Acrospire Investment Management first reported a position in Altabancorp in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's Altabancorp position peaked at $130K in Q4 2016.
  • 74 funds tracked by Wall St. Rank held Altabancorp as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.