JMPWA
ALTR

JP Morgan Private Wealth Advisors’s Altera Corp ALTR Stock Holding History

JP Morgan Private Wealth Advisors’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
2015
Q4 		– Sell
-126,816
Closed -$6.35M – 1252
2015
Q3 		$6.35M Sell
126,816
-6,225
-5% -$309K 0.08% 205
2015
Q2 		$6.81M Sell
133,041
-3,162
-2% -$147K 0.08% 219
2015
Q1 		$5.84M Sell
136,203
-45,185
-25% -$1.62M 0.07% 230
2014
Q4 		$6.7M Sell
181,388
-1,370
-0.7% -$48.5K 0.08% 221
2014
Q3 		$6.54M Buy
182,758
+2,439
+1% +$84.9K 0.08% 218
2014
Q2 		$6.27M Sell
180,319
-715
-0.4% -$24.2K 0.11% 187
2014
Q1 		$6.56M Sell
181,034
-683
-0.4% -$23.5K 0.12% 173
2013
Q4 		$5.91M Sell
181,717
-84
-0% -$2.81K 0.12% 177
2013
Q3 		$6.76M Buy
181,801
+786
+0.4% +$28.2K 0.15% 153
2013
Q2 		$5.97M Buy
+181,015
New +$5.93M 0.15% 149

Other funds holding ALTR

PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM

JP Morgan Private Wealth Advisors's ALTR Position: Q4 2015 in Review

JP Morgan Private Wealth Advisors sold out of Altera Corp (ALTR) in Q4 2015, closing a stake of 126,816 shares — an estimated $6.35M sold.

JP Morgan Private Wealth Advisors first reported a position in ALTR in Q2 2013 and held it in 10 quarters. The position peaked at $6.81M in Q2 2015. 3 funds tracked by Wall St. Rank hold ALTR as of Q4 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Altera Corp position as of Q4 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 126,816 Altera Corp shares in Q4 2015, an estimated $6.35M.
  • JP Morgan Private Wealth Advisors first reported a position in Altera Corp in Q2 2013 and held it in 10 quarters.
  • JP Morgan Private Wealth Advisors's Altera Corp position peaked at $6.81M in Q2 2015.
  • 3 funds tracked by Wall St. Rank held Altera Corp as of Q4 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.