Loomis, Sayles & Company
ALTA

Loomis, Sayles & Company’s Altabancorp ALTA Stock Holding History

Loomis, Sayles & Company’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
Q4 		– Sell
-23
Closed -$1K – 975
2017
Q3 		$1K Hold
23
– – ﹤0.01% 911
2017
Q2 		$1K Hold
23
– – ﹤0.01% 938
2017
Q1 		$1K Sell
23
-166
-88% -$4.3K ﹤0.01% 951
2016
Q4 		$5K Sell
189
-65
-26% -$1.45K ﹤0.01% 916
2016
Q3 		$5K Buy
+254
New +$4.82K ﹤0.01% 890

Other funds holding ALTA

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
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company's ALTA Position: Q4 2017 in Review

Loomis, Sayles & Company sold out of Altabancorp (ALTA) in Q4 2017, closing a stake of 23 shares — an estimated $1K sold.

Loomis, Sayles & Company first reported a position in ALTA in Q3 2016 and held it in 5 quarters. The position peaked at $5K in Q4 2016. 76 funds tracked by Wall St. Rank hold ALTA as of Q4 2017.

  • Loomis, Sayles & Company reported no remaining Altabancorp position as of Q4 2017 after selling out during the quarter.
  • Loomis, Sayles & Company sold 23 Altabancorp shares in Q4 2017, an estimated $1K.
  • Loomis, Sayles & Company first reported a position in Altabancorp in Q3 2016 and held it in 5 quarters.
  • Loomis, Sayles & Company's Altabancorp position peaked at $5K in Q4 2016.
  • 76 funds tracked by Wall St. Rank held Altabancorp as of Q4 2017.

Based on Loomis, Sayles & Company's 13F filing for Q4 2017, filed 14 Feb 2018.