HighTower Advisors
ALTA

HighTower Advisors’s Altabancorp ALTA Stock Holding History

HighTower 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
2019
Q2 		– Sell
-383,736
Closed -$10.1M – 2562
2019
Q1 		$10.1M Sell
383,736
-17,875
-4% -$518K 0.07% 298
2018
Q4 		$12.1M Sell
401,611
-17,875
-4% -$570K 0.09% 224
2018
Q3 		$14.2M Sell
419,486
-13,290
-3% -$474K 0.1% 213
2018
Q2 		$15.5M Sell
432,776
-26,900
-6% -$923K 0.12% 188
2018
Q1 		$14.8M Buy
459,676
+17,916
+4% +$564K 0.12% 181
2017
Q4 		$13.4M Sell
441,760
-73,900
-14% -$2.32M 0.11% 194
2017
Q3 		$16.7M Sell
515,660
-111,100
-18% -$3.1M 0.14% 152
2017
Q2 		$16.8M Hold
626,760
– – 0.15% 149
2017
Q1 		$16.6M Hold
626,760
– – 0.16% 129
2016
Q4 		$16.8M Buy
626,760
+250,676
+67% +$5.6M 0.18% 112
2016
Q3 		$7.65M Hold
376,084
– – 0.09% 239
2016
Q2 		$6.24M Hold
376,084
– – 0.08% 265
2016
Q1 		$5.95M Hold
376,084
– – 0.02% 333
2015
Q4 		$6.47M Hold
376,084
– – 0.08% 274
2015
Q3 		$6.13M Buy
+376,084
New +$6.38M 0.08% 265

Other funds holding ALTA

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
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors's ALTA Position: Q2 2019 in Review

HighTower Advisors sold out of Altabancorp (ALTA) in Q2 2019, closing a stake of 383,736 shares — an estimated $10.1M sold.

HighTower Advisors first reported a position in ALTA in Q3 2015 and held it in 15 quarters. The position peaked at $16.8M in Q4 2016. 84 funds tracked by Wall St. Rank hold ALTA as of Q2 2019.

  • HighTower Advisors reported no remaining Altabancorp position as of Q2 2019 after selling out during the quarter.
  • HighTower Advisors sold 383,736 Altabancorp shares in Q2 2019, an estimated $10.1M.
  • HighTower Advisors first reported a position in Altabancorp in Q3 2015 and held it in 15 quarters.
  • HighTower Advisors's Altabancorp position peaked at $16.8M in Q4 2016.
  • 84 funds tracked by Wall St. Rank held Altabancorp as of Q2 2019.

Based on HighTower Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.