Connor, Clark & Lunn Investment Management (CC&L)
ALTA

Connor, Clark & Lunn Investment Management (CC&L)’s Altabancorp ALTA Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q1 		– Sell
-8,400
Closed -$226K – 1046
2016
Q4 		$226K Buy
+8,400
New +$188K ﹤0.01% 766

Other funds holding ALTA

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s ALTA Position: Q1 2017 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Altabancorp (ALTA) in Q1 2017, closing a stake of 8,400 shares — an estimated $226K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in ALTA in Q4 2016 and held it in 1 quarter. The position peaked at $226K in Q4 2016. 74 funds tracked by Wall St. Rank hold ALTA as of Q1 2017.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Altabancorp position as of Q1 2017 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 8,400 Altabancorp shares in Q1 2017, an estimated $226K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Altabancorp in Q4 2016 and held it in 1 quarter.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Altabancorp position peaked at $226K in Q4 2016.
  • 74 funds tracked by Wall St. Rank held Altabancorp as of Q1 2017.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2017, filed 15 May 2017.