LWM
ALTR

LBA Wealth Management’s Altera Corp ALTR Stock Holding History

LBA 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
2014
Q4 		– Sell
-156
Closed -$6K – 434
2014
Q3 		$6K Buy
+156
New +$5.43K ﹤0.01% 330

Other funds holding ALTR

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

LBA Wealth Management's ALTR Position: Q4 2014 in Review

LBA Wealth Management sold out of Altera Corp (ALTR) in Q4 2014, closing a stake of 156 shares — an estimated $6K sold.

LBA Wealth Management first reported a position in ALTR in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 435 funds tracked by Wall St. Rank hold ALTR as of Q4 2014.

  • LBA Wealth Management reported no remaining Altera Corp position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 156 Altera Corp shares in Q4 2014, an estimated $6K.
  • LBA Wealth Management first reported a position in Altera Corp in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Altera Corp position peaked at $6K in Q3 2014.
  • 435 funds tracked by Wall St. Rank held Altera Corp as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.