PMFA
ALTR

Plante Moran Financial Advisors’s Altera Corp ALTR Stock Holding History

Plante Moran Financial Advisors’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
2014
Q1 		– Sell
-150
Closed -$5K – 746
2013
Q4 		$5K Hold
150
– – ﹤0.01% 546
2013
Q3 		$6K Buy
+150
New +$5.38K ﹤0.01% 468

Other funds holding ALTR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Plante Moran Financial Advisors's ALTR Position: Q1 2014 in Review

Plante Moran Financial Advisors sold out of Altera Corp (ALTR) in Q1 2014, closing a stake of 150 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in ALTR in Q3 2013 and held it in 2 quarters. The position peaked at $6K in Q3 2013. 422 funds tracked by Wall St. Rank hold ALTR as of Q1 2014.

  • Plante Moran Financial Advisors reported no remaining Altera Corp position as of Q1 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 150 Altera Corp shares in Q1 2014, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Altera Corp in Q3 2013 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Altera Corp position peaked at $6K in Q3 2013.
  • 422 funds tracked by Wall St. Rank held Altera Corp as of Q1 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2014, filed 21 Apr 2014.