PL
ALTR

Plancorp LLC’s Altera Corp ALTR Stock Holding History

Plancorp LLC’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
-4,350
Closed -$218K – 100
2015
Q3 		$218K Hold
4,350
– – 0.2% 91
2015
Q2 		$223K Buy
+4,350
New +$203K 0.21% 70

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

Plancorp LLC's ALTR Position: Q4 2015 in Review

Plancorp LLC sold out of Altera Corp (ALTR) in Q4 2015, closing a stake of 4,350 shares — an estimated $218K sold.

Plancorp LLC first reported a position in ALTR in Q2 2015 and held it in 2 quarters. The position peaked at $223K in Q2 2015. 3 funds tracked by Wall St. Rank hold ALTR as of Q4 2015.

  • Plancorp LLC reported no remaining Altera Corp position as of Q4 2015 after selling out during the quarter.
  • Plancorp LLC sold 4,350 Altera Corp shares in Q4 2015, an estimated $218K.
  • Plancorp LLC first reported a position in Altera Corp in Q2 2015 and held it in 2 quarters.
  • Plancorp LLC's Altera Corp position peaked at $223K in Q2 2015.
  • 3 funds tracked by Wall St. Rank held Altera Corp as of Q4 2015.

Based on Plancorp LLC's 13F filing for Q4 2015, filed 9 Feb 2016.