Lenox Wealth Advisors’s Altera Corp ALTR Stock Holding History

Lenox 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	-251	Closed	-$13K	–	584
2015 Q3	$13K	Buy	+251	New	+$12.5K	﹤0.01%	167
2015 Q2	–	Sell	-251	Closed	-$11K	–	345
2015 Q1	$11K	Hold	251	–	–	﹤0.01%	152
2014 Q4	$9K	Sell	251 -234	-48%	-$8.28K	﹤0.01%	178
2014 Q3	$17K	Hold	485	–	–	0.01%	139
2014 Q2	$17K	Buy	485 +251	+107%	+$8.48K	0.01%	117
2014 Q1	$9K	Sell	234 -104	-31%	-$3.57K	0.01%	137
2013 Q4	$11K	Buy	338 +104	+44%	+$3.48K	0.01%	162
2013 Q3	$9K	Hold	234	–	–	0.01%	113
2013 Q2	$8K	Buy	+234	New	+$7.67K	0.01%	138

Other funds holding ALTR

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return

GLI

Guardian Life Insurance New York $199K AUM

Lenox Wealth Advisors's ALTR Position: Q4 2015 in Review

Lenox Wealth Advisors sold out of Altera Corp (ALTR) in Q4 2015, closing a stake of 251 shares — an estimated $13K sold.

Lenox Wealth Advisors first reported a position in ALTR in Q2 2013 and held it in 9 quarters. The position peaked at $17K in Q3 2014. 3 funds tracked by Wall St. Rank hold ALTR as of Q4 2015.

Lenox Wealth Advisors reported no remaining Altera Corp position as of Q4 2015 after selling out during the quarter.
Lenox Wealth Advisors sold 251 Altera Corp shares in Q4 2015, an estimated $13K.
Lenox Wealth Advisors first reported a position in Altera Corp in Q2 2013 and held it in 9 quarters.
Lenox Wealth Advisors's Altera Corp position peaked at $17K in Q3 2014.
3 funds tracked by Wall St. Rank held Altera Corp as of Q4 2015.

Based on Lenox Wealth Advisors's 13F filing for Q4 2015, filed 8 Jan 2016.