NFG
ALTR

Next Financial Group’s Altera Corp ALTR Stock Holding History

Next Financial Group’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
-1,816
Closed -$90K – 2057
2015
Q3 		$90K Sell
1,816
-249
-12% -$12.4K 0.03% 463
2015
Q2 		$105K Buy
2,065
+200
+11% +$9.32K 0.04% 454
2015
Q1 		$80K Hold
1,865
– – 0.03% 525
2014
Q4 		$69K Sell
1,865
-193
-9% -$6.83K 0.02% 556
2014
Q3 		$74K Hold
2,058
– – 0.01% 771
2014
Q2 		$68K Buy
+2,058
New +$69.5K 0.04% 298

Other funds holding ALTR

PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 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