CMBA
ALTA

C.M. Bidwell & Associates’s Altabancorp ALTA Stock Holding History

C.M. Bidwell & Associates’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
2018
Q3 		– Sell
-3,015
Closed -$108K – 476
2018
Q2 		$108K Buy
+3,015
New +$103K 0.1% 177

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.85B AUM 140.52% 1-Year Est. Return

C.M. Bidwell & Associates's ALTA Position: Q3 2018 in Review

C.M. Bidwell & Associates sold out of Altabancorp (ALTA) in Q3 2018, closing a stake of 3,015 shares — an estimated $108K sold.

C.M. Bidwell & Associates first reported a position in ALTA in Q2 2018 and held it in 1 quarter. The position peaked at $108K in Q2 2018. 69 funds tracked by Wall St. Rank hold ALTA as of Q3 2018.

  • C.M. Bidwell & Associates reported no remaining Altabancorp position as of Q3 2018 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 3,015 Altabancorp shares in Q3 2018, an estimated $108K.
  • C.M. Bidwell & Associates first reported a position in Altabancorp in Q2 2018 and held it in 1 quarter.
  • C.M. Bidwell & Associates's Altabancorp position peaked at $108K in Q2 2018.
  • 69 funds tracked by Wall St. Rank held Altabancorp as of Q3 2018.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.