MC
ALTR

Montag & Caldwell’s Altera Corp ALTR Stock Holding History

Montag & Caldwell’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
2013
Q4 		– Sell
-19,925
Closed -$740K – 101
2013
Q3 		$740K Buy
19,925
+2,160
+12% +$77.5K 0.01% 86
2013
Q2 		$586K Buy
+17,765
New +$582K ﹤0.01% 85

Other funds holding ALTR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Montag & Caldwell's ALTR Position: Q4 2013 in Review

Montag & Caldwell sold out of Altera Corp (ALTR) in Q4 2013, closing a stake of 19,925 shares — an estimated $740K sold.

Montag & Caldwell first reported a position in ALTR in Q2 2013 and held it in 2 quarters. The position peaked at $740K in Q3 2013. 415 funds tracked by Wall St. Rank hold ALTR as of Q4 2013.

  • Montag & Caldwell reported no remaining Altera Corp position as of Q4 2013 after selling out during the quarter.
  • Montag & Caldwell sold 19,925 Altera Corp shares in Q4 2013, an estimated $740K.
  • Montag & Caldwell first reported a position in Altera Corp in Q2 2013 and held it in 2 quarters.
  • Montag & Caldwell's Altera Corp position peaked at $740K in Q3 2013.
  • 415 funds tracked by Wall St. Rank held Altera Corp as of Q4 2013.

Based on Montag & Caldwell's 13F filing for Q4 2013, filed 10 Feb 2014.