MCM
ALTA

McKinley Capital Management’s Altabancorp ALTA Stock Holding History

McKinley Capital Management’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
Q1 		– Sell
-38,346
Closed -$1.03M – 568
2016
Q4 		$1.03M Sell
38,346
-30,715
-44% -$687K 0.04% 247
2016
Q3 		$1.41M Buy
+69,061
New +$1.31M 0.05% 222

Other funds holding ALTA

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

McKinley Capital Management's ALTA Position: Q1 2017 in Review

McKinley Capital Management sold out of Altabancorp (ALTA) in Q1 2017, closing a stake of 38,346 shares — an estimated $1.03M sold.

McKinley Capital Management first reported a position in ALTA in Q3 2016 and held it in 2 quarters. The position peaked at $1.41M in Q3 2016. 74 funds tracked by Wall St. Rank hold ALTA as of Q1 2017.

  • McKinley Capital Management reported no remaining Altabancorp position as of Q1 2017 after selling out during the quarter.
  • McKinley Capital Management sold 38,346 Altabancorp shares in Q1 2017, an estimated $1.03M.
  • McKinley Capital Management first reported a position in Altabancorp in Q3 2016 and held it in 2 quarters.
  • McKinley Capital Management's Altabancorp position peaked at $1.41M in Q3 2016.
  • 74 funds tracked by Wall St. Rank held Altabancorp as of Q1 2017.

Based on McKinley Capital Management's 13F filing for Q1 2017, filed 10 May 2017.