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 – 2564
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
– – 0.07% 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

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DAM
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CF
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Dimensional Fund Advisors
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
State Street
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return