LWCFA
ALTR

Loring Wolcott & Coolidge Fiduciary Advisors’s Altera Corp ALTR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2014
Q1 		– Sell
-400
Closed -$13K – 652
2013
Q4 		$13K Hold
400
– – ﹤0.01% 508
2013
Q3 		$15K Hold
400
– – ﹤0.01% 464
2013
Q2 		$13K Buy
+400
New +$13.1K ﹤0.01% 517

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Vanguard Group
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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Primecap Management
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O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
BIT
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Loring Wolcott & Coolidge Fiduciary Advisors's ALTR Position: Q1 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Altera Corp (ALTR) in Q1 2014, closing a stake of 400 shares — an estimated $13K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ALTR in Q2 2013 and held it in 3 quarters. The position peaked at $15K in Q3 2013. 422 funds tracked by Wall St. Rank hold ALTR as of Q1 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Altera Corp position as of Q1 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 400 Altera Corp shares in Q1 2014, an estimated $13K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Altera Corp in Q2 2013 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Altera Corp position peaked at $15K in Q3 2013.
  • 422 funds tracked by Wall St. Rank held Altera Corp as of Q1 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.