EGA
ALTA

Eagle Global Advisors’s Altabancorp ALTA Stock Holding History

Eagle Global Advisors’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
Q3 		– Sell
-12,718
Closed -$341K – 397
2017
Q2 		$341K Sell
12,718
-4,491
-26% -$118K 0.01% 278
2017
Q1 		$455K Hold
17,209
– – 0.01% 233
2016
Q4 		$462K Buy
+17,209
New +$385K 0.01% 222

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $2.06B AUM 106.87% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Global Advisors's ALTA Position: Q3 2017 in Review

Eagle Global Advisors sold out of Altabancorp (ALTA) in Q3 2017, closing a stake of 12,718 shares — an estimated $341K sold.

Eagle Global Advisors first reported a position in ALTA in Q4 2016 and held it in 3 quarters. The position peaked at $462K in Q4 2016. 74 funds tracked by Wall St. Rank hold ALTA as of Q3 2017.

  • Eagle Global Advisors reported no remaining Altabancorp position as of Q3 2017 after selling out during the quarter.
  • Eagle Global Advisors sold 12,718 Altabancorp shares in Q3 2017, an estimated $341K.
  • Eagle Global Advisors first reported a position in Altabancorp in Q4 2016 and held it in 3 quarters.
  • Eagle Global Advisors's Altabancorp position peaked at $462K in Q4 2016.
  • 74 funds tracked by Wall St. Rank held Altabancorp as of Q3 2017.

Based on Eagle Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.