LTFS
ALTA

Ladenburg Thalmann Financial Services’s Altabancorp ALTA Stock Holding History

Ladenburg Thalmann Financial Services’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
Q1 		– Sell
-2,302
Closed -$62K – 5020
2016
Q4 		$62K Buy
+2,302
New +$51.5K ﹤0.01% 2690

Other funds holding ALTA

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ALTA Position: Q1 2017 in Review

Ladenburg Thalmann Financial Services sold out of Altabancorp (ALTA) in Q1 2017, closing a stake of 2,302 shares — an estimated $62K sold.

Ladenburg Thalmann Financial Services first reported a position in ALTA in Q4 2016 and held it in 1 quarter. The position peaked at $62K in Q4 2016. 74 funds tracked by Wall St. Rank hold ALTA as of Q1 2017.

  • Ladenburg Thalmann Financial Services reported no remaining Altabancorp position as of Q1 2017 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 2,302 Altabancorp shares in Q1 2017, an estimated $62K.
  • Ladenburg Thalmann Financial Services first reported a position in Altabancorp in Q4 2016 and held it in 1 quarter.
  • Ladenburg Thalmann Financial Services's Altabancorp position peaked at $62K in Q4 2016.
  • 74 funds tracked by Wall St. Rank held Altabancorp as of Q1 2017.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q1 2017, filed 15 May 2017.