PIA
ALTA

Piedmont Investment Advisors’s Altabancorp ALTA Stock Holding History

Piedmont Investment 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
2018
Q3 		– Sell
-267
Closed -$10K – 2638
2018
Q2 		$10K Buy
+267
New +$9.16K ﹤0.01% 1847

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Piedmont Investment Advisors's ALTA Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Altabancorp (ALTA) in Q3 2018, closing a stake of 267 shares — an estimated $10K sold.

Piedmont Investment Advisors first reported a position in ALTA in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 69 funds tracked by Wall St. Rank hold ALTA as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Altabancorp position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 267 Altabancorp shares in Q3 2018, an estimated $10K.
  • Piedmont Investment Advisors first reported a position in Altabancorp in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's Altabancorp position peaked at $10K in Q2 2018.
  • 69 funds tracked by Wall St. Rank held Altabancorp as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.