LWM
ALTR

Lyons Wealth Management’s Altera Corp ALTR Stock Holding History

Lyons 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
Q2 		– Sell
-22,395
Closed -$814K – 97
2014
Q1 		$814K Buy
+22,395
New +$769K 0.71% 19

Other funds holding ALTR

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lyons Wealth Management's ALTR Position: Q2 2014 in Review

Lyons Wealth Management sold out of Altera Corp (ALTR) in Q2 2014, closing a stake of 22,395 shares — an estimated $814K sold.

Lyons Wealth Management first reported a position in ALTR in Q1 2014 and held it in 1 quarter. The position peaked at $814K in Q1 2014. 430 funds tracked by Wall St. Rank hold ALTR as of Q2 2014.

  • Lyons Wealth Management reported no remaining Altera Corp position as of Q2 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 22,395 Altera Corp shares in Q2 2014, an estimated $814K.
  • Lyons Wealth Management first reported a position in Altera Corp in Q1 2014 and held it in 1 quarter.
  • Lyons Wealth Management's Altera Corp position peaked at $814K in Q1 2014.
  • 430 funds tracked by Wall St. Rank held Altera Corp as of Q2 2014.

Based on Lyons Wealth Management's 13F filing for Q2 2014, filed 11 Aug 2014.