EWM
ALTR

Evercore Wealth Management’s Altera Corp ALTR Stock Holding History

Evercore 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
-148
Closed -$5K – 1035
2013
Q3 		$5K Buy
+148
New +$5.31K ﹤0.01% 868

Other funds holding ALTR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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

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

Evercore Wealth Management sold out of Altera Corp (ALTR) in Q4 2013, closing a stake of 148 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in ALTR in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 415 funds tracked by Wall St. Rank hold ALTR as of Q4 2013.

  • Evercore Wealth Management reported no remaining Altera Corp position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 148 Altera Corp shares in Q4 2013, an estimated $5K.
  • Evercore Wealth Management first reported a position in Altera Corp in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Altera Corp position peaked at $5K in Q3 2013.
  • 415 funds tracked by Wall St. Rank held Altera Corp as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.