NFA
ALTA

Nationwide Fund Advisors’s Altabancorp ALTA Stock Holding History

Nationwide Fund Advisors’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
Q4 		– Sell
-8,422
Closed -$273K – 2546
2017
Q3 		$273K Hold
8,422
– – ﹤0.01% 2483
2017
Q2 		$226K Hold
8,422
– – ﹤0.01% 2576
2017
Q1 		$223K Buy
8,422
+232
+3% +$6.01K ﹤0.01% 2540
2016
Q4 		$220K Hold
8,190
– – ﹤0.01% 2553
2016
Q3 		$167K Hold
8,190
– – ﹤0.01% 2712
2016
Q2 		$136K Buy
8,190
+5,958
+267% +$99.3K ﹤0.01% 2794
2016
Q1 		$35K Buy
2,232
+1,920
+615% +$29.9K ﹤0.01% 3040
2015
Q4 		$5K Buy
+312
New +$5.23K ﹤0.01% 3192

Other funds holding ALTA

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
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nationwide Fund Advisors's ALTA Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Altabancorp (ALTA) in Q4 2017, closing a stake of 8,422 shares — an estimated $273K sold.

Nationwide Fund Advisors first reported a position in ALTA in Q4 2015 and held it in 8 quarters. The position peaked at $273K in Q3 2017. 76 funds tracked by Wall St. Rank hold ALTA as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Altabancorp position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 8,422 Altabancorp shares in Q4 2017, an estimated $273K.
  • Nationwide Fund Advisors first reported a position in Altabancorp in Q4 2015 and held it in 8 quarters.
  • Nationwide Fund Advisors's Altabancorp position peaked at $273K in Q3 2017.
  • 76 funds tracked by Wall St. Rank held Altabancorp as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.