BRWA
ALTR

B. Riley Wealth Advisors’s Altera Corp ALTR Stock Holding History

B. Riley Wealth Advisors’s Portfolio ALTR Stock Details ALTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-11,348
Closed -$487K – 609
2015
Q1 		$487K Buy
+11,348
New +$406K 0.12% 229
2014
Q3 		– Sell
-12,545
Closed -$436K – 2378
2014
Q2 		$436K Buy
+12,545
New +$424K 0.1% 219

Other funds holding ALTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

B. Riley Wealth Advisors's ALTR Position: Q2 2015 in Review

B. Riley Wealth Advisors sold out of Altera Corp (ALTR) in Q2 2015, closing a stake of 11,348 shares — an estimated $487K sold.

B. Riley Wealth Advisors first reported a position in ALTR in Q2 2014 and held it in 2 quarters. The position peaked at $487K in Q1 2015. 462 funds tracked by Wall St. Rank hold ALTR as of Q2 2015.

  • B. Riley Wealth Advisors reported no remaining Altera Corp position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,348 Altera Corp shares in Q2 2015, an estimated $487K.
  • B. Riley Wealth Advisors first reported a position in Altera Corp in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Altera Corp position peaked at $487K in Q1 2015.
  • 462 funds tracked by Wall St. Rank held Altera Corp as of Q2 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.