DCM
ALTA

Delpha Capital Management’s Altabancorp ALTA Stock Holding History

Delpha Capital 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
2018
Q1 		– Sell
-199
Closed -$6K – 1457
2017
Q4 		$6K Buy
+199
New +$6.25K 0.01% 1247

Other funds holding ALTA

DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 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
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Delpha Capital Management's ALTA Position: Q1 2018 in Review

Delpha Capital Management sold out of Altabancorp (ALTA) in Q1 2018, closing a stake of 199 shares — an estimated $6K sold.

Delpha Capital Management first reported a position in ALTA in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 78 funds tracked by Wall St. Rank hold ALTA as of Q1 2018.

  • Delpha Capital Management reported no remaining Altabancorp position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 199 Altabancorp shares in Q1 2018, an estimated $6K.
  • Delpha Capital Management first reported a position in Altabancorp in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's Altabancorp position peaked at $6K in Q4 2017.
  • 78 funds tracked by Wall St. Rank held Altabancorp as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.