CWM
ALTR

Concert Wealth Management’s Altera Corp ALTR Stock Holding History

Concert Wealth Management’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
2013
Q4 		– Sell
-9,437
Closed -$348K – 581
2013
Q3 		$348K Buy
+9,437
New +$338K 0.05% 333

Other funds holding ALTR

Goldman Sachs
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Massachusetts Financial Services
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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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Concert Wealth Management's ALTR Position: Q4 2013 in Review

Concert Wealth Management sold out of Altera Corp (ALTR) in Q4 2013, closing a stake of 9,437 shares — an estimated $348K sold.

Concert Wealth Management first reported a position in ALTR in Q3 2013 and held it in 1 quarter. The position peaked at $348K in Q3 2013. 415 funds tracked by Wall St. Rank hold ALTR as of Q4 2013.

  • Concert Wealth Management reported no remaining Altera Corp position as of Q4 2013 after selling out during the quarter.
  • Concert Wealth Management sold 9,437 Altera Corp shares in Q4 2013, an estimated $348K.
  • Concert Wealth Management first reported a position in Altera Corp in Q3 2013 and held it in 1 quarter.
  • Concert Wealth Management's Altera Corp position peaked at $348K in Q3 2013.
  • 415 funds tracked by Wall St. Rank held Altera Corp as of Q4 2013.

Based on Concert Wealth Management's 13F filing for Q4 2013, filed 12 Feb 2014.