MIS
ALTR

Morningstar Investment Services’s Altera Corp ALTR Stock Holding History

Morningstar Investment Services’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
2015
Q4 		– Sell
-35,534
Closed -$1.78M – 221
2015
Q3 		$1.78M Sell
35,534
-2,487
-7% -$124K 0.08% 146
2015
Q2 		$1.95M Sell
38,021
-1,405
-4% -$65.5K 0.08% 144
2015
Q1 		$1.69M Buy
39,426
+9,896
+34% +$354K 0.07% 141
2014
Q4 		$1.09M Buy
29,530
+4,046
+16% +$143K 0.05% 149
2014
Q3 		$912K Buy
25,484
+4,323
+20% +$150K 0.05% 155
2014
Q2 		$736K Buy
21,161
+5,604
+36% +$189K 0.04% 151
2014
Q1 		$564K Buy
15,557
+7,996
+106% +$275K 0.04% 164
2013
Q4 		$246K Buy
+7,561
New +$253K 0.02% 188

Other funds holding ALTR

PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM

Morningstar Investment Services's ALTR Position: Q4 2015 in Review

Morningstar Investment Services sold out of Altera Corp (ALTR) in Q4 2015, closing a stake of 35,534 shares — an estimated $1.78M sold.

Morningstar Investment Services first reported a position in ALTR in Q4 2013 and held it in 8 quarters. The position peaked at $1.95M in Q2 2015. 3 funds tracked by Wall St. Rank hold ALTR as of Q4 2015.

  • Morningstar Investment Services reported no remaining Altera Corp position as of Q4 2015 after selling out during the quarter.
  • Morningstar Investment Services sold 35,534 Altera Corp shares in Q4 2015, an estimated $1.78M.
  • Morningstar Investment Services first reported a position in Altera Corp in Q4 2013 and held it in 8 quarters.
  • Morningstar Investment Services's Altera Corp position peaked at $1.95M in Q2 2015.
  • 3 funds tracked by Wall St. Rank held Altera Corp as of Q4 2015.

Based on Morningstar Investment Services's 13F filing for Q4 2015, filed 11 Feb 2016.