Palisades Hudson Asset Management’s Altera Corp ALTR Stock Holding History

Palisades Hudson Asset Management’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	-9,474	Closed	-$474K	–	97
2015 Q3	$474K	Hold	9,474	–	–	0.42%	31
2015 Q2	$485K	Sell	9,474 -224	-2%	-$10.4K	0.42%	31
2015 Q1	$416K	Hold	9,698	–	–	0.32%	40
2014 Q4	$358K	Hold	9,698	–	–	0.28%	52
2014 Q3	$347K	Buy	+9,698	New	+$338K	0.28%	49

Other funds holding ALTR

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return

GLI

Guardian Life Insurance New York $199K AUM

Palisades Hudson Asset Management's ALTR Position: Q4 2015 in Review

Palisades Hudson Asset Management sold out of Altera Corp (ALTR) in Q4 2015, closing a stake of 9,474 shares — an estimated $474K sold.

Palisades Hudson Asset Management first reported a position in ALTR in Q3 2014 and held it in 5 quarters. The position peaked at $485K in Q2 2015. 3 funds tracked by Wall St. Rank hold ALTR as of Q4 2015.

Palisades Hudson Asset Management reported no remaining Altera Corp position as of Q4 2015 after selling out during the quarter.
Palisades Hudson Asset Management sold 9,474 Altera Corp shares in Q4 2015, an estimated $474K.
Palisades Hudson Asset Management first reported a position in Altera Corp in Q3 2014 and held it in 5 quarters.
Palisades Hudson Asset Management's Altera Corp position peaked at $485K in Q2 2015.
3 funds tracked by Wall St. Rank held Altera Corp as of Q4 2015.

Based on Palisades Hudson Asset Management's 13F filing for Q4 2015, filed 10 Feb 2016.